Atkore Inc. · NYSE:ATKR
Atkore — Investor Presentation (February 2023)
20 slides from Atkore's investor presentation, Feb 21, 2023
Slide 1: Investor Presentation & Company Overview February 2023
© Atkore Investor Presentation & Company Overview February 2023
Slide 2: Disclaimer and forward-looking statements
2© Atkore This presentation is provided for general informational purposes only and it does not include every item which may be of interest, nor does it purport to present full and fair disclosure with respect to Atkore Inc. (the “Company” or “Atkore”) or its operational and financial information. A
Slide 3: Atkore: a Compelling Investment
3© Atkore Atkore: a Compelling Investment Disciplined Operational Focus Values-based organization driven by the Atkore Business System Track Record of Success Strong track record of earnings growth, increasing free cash flow and excellent return on capital Market Leadership Leading market share in k
Slide 4: Our Foundation Is the Atkore Business System
4© Atkore Our Foundation Is the Atkore Business System
Slide 5: Our Products Are All Around You
5© Atkore Our Products Are All Around You HDPE Conduit Wire Basket Cable Tray & Fittings Telescoping Sign Support System Cable Tray, Ladder & Fittings Steel Conduit & Fittings PVC and Metal Trunking Electrical Prefabrication Flexible & Liquid Tight Electrical Conduit Industrial Flexible Electrical C
Slide 6: Our Business Has Transformed Since IPO
6© Atkore Transformed sales mix to drive significant revenue growth and profitability through organic and inorganic activities while increasing our total addressable market opportunity Our Business Has Transformed Since IPO 1. See non-GAAP reconciliation in appendix. 2. Sales of “Other Electrical pr
Slide 7: Diversity of End-Market Use Enables Flexibility
7© Atkore Diversity of End-Market Use Enables Flexibility Non-Residential Construction (Global) Residential (U.S.) OEM / OTHER Commercial & Industrial Institutional Data Centers & Warehouses Utility Multi-Family Single Family Plastic Pipe, Conduit & Fittings Metal Electrical Conduit & Fittings Metal
Slide 8: Exposed to Strong Underlying MegaTrends
8© Atkore “Electrification of Everything” Growth in Renewables Exposed to Strong Underlying MegaTrends Grid Hardening Digital Infrastructure Plastic Pipe, Conduit & Fittings Demand Driver by Key Product Area (Illustrative Impact) According to a study from Princeton University, electrifying nearly al
Slide 9: Conduits of Growth
9© Atkore Conduits of Growth Customer Experience Enhancements Digital Capabilities & Resources Ongoing investment areas across the business to improve market positioning and operational capabilities Focused Product Category Growth & Innovation M&A Pipeline Category Expansion Initiatives
Slide 10: Strategic & Disciplined Approach to M&A
10© Atkore Strategic & Disciplined Approach to M&A Critical mass in served markets Value creation Stewardship & Atkore values Focused on Key Markets with Growth Opportunities Seek growth in core product categories for scale in key markets Diligent assessment of macro growth trends and competitiv
Slide 11: HDPE Products Expected to Drive Growth
11© Atkore Between recent organic and inorganic investments, we expect our HDPE related products to be a strong driver of growth for the next several years given the secular tailwinds behind the products and our execution of the Atkore Business System HDPE Products Expected to Drive Growth HDPE Prod
Slide 12: New Large Tube Capacity & Capabilities Provide Opportunity
12© Atkore New Large Tube Capacity & Capabilities Provide Opportunity Solar megatrend represents a growth and category expansion opportunity — leveraging recent capability and capacity investments for mechanical tubing products that can be used in renewable energy applications. In May 2022, unveiled
Slide 13: Focused Product Category Growth & Innovation
13© Atkore New product innovation and share gain opportunities in key categories and markets expected to contribute to incremental and profitable growth over the next several years Focused Product Category Growth & Innovation Growth Examples PLASTIC PIPE & CONDUIT & FITTINGS METAL ELECTRICAL CONDUIT
Slide 14: Updated Capital Deployment Framework
14© Atkore Updated Capital Deployment Framework 1. Plan announced in November 2021. Capital Deployment Focused on Driving Growth in Adjusted EPS Capital Deployment Model – FY 2023 & Forward Capital Expenditures, Organic Growth, and Capacity Investments M&A Stock Repurchases Priority Uses for Capital
Slide 15: Achieving Progress on our ESG Goals
15© Atkore Climate, Carbon and GHG Emissions Goal: Reduce Scope 1 and Scope 2 GHG intensity by 10% by 20251 Diversity, Equity, and Inclusion Goal: Achieve 30% diversity across Senior Leadership by 2025 Employee Attraction, Development, and Retention Goal: Increase participation in Employee Engagemen
Slide 16: Recent Recognition & Accolades
16© Atkore Recent Recognition & Accolades Ranked #195 out of 500 largest U.S. public corporations for Newsweek’s 2023 America’s Most Responsible Companies Great Place to Work® Certified for 3rd year in a row Top Workplaces USA Award for 2nd year in a row Ranked #8 in Forbes’ 2023 Top 100 Best Mid-Si
Slide 17: Atkore: a Compelling Investment
17© Atkore Atkore: a Compelling Investment Disciplined Operational Focus Values-based organization driven by the Atkore Business System Track Record of Success Strong track record of earnings growth, increasing free cash flow and excellent return on capital Market Leadership Leading market share in
Slide 18: Questions?
18© Atkore Questions?
Slide 19: Net Income to Adjusted EBITDA Reconciliation
19© Atkore t r Net Income to Adjusted EBITDA Reconciliation Consolidated Atkore Inc. Fiscal Year Ended (in thousands) September 30, 2022 September 30, 2021 September 30, 2020 September 30, 2019 September 30, 2018 September 30, 2017 Net income $ 913,434 $ 587,857 $ 152,302 $ 139,051 $ 136,645 $ 84,63
Slide 20: atkore.com
20© Atkore atkore.com © Atkore