Ingersoll Rand Inc. · NYSE:IR

Ingersoll Rand — Corporate Update (September 2021)

13 slides from Ingersoll Rand's corporate update, Sep 2, 2021

  1. Slide 1: Capital Allocation Strategy Update

    Ingersoll Rand Capital Allocation Strategy Update September 2, 2021

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements This presentation contains “forward-looking statements” as that term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended by the Private Securities Litigation Reform Act of 1995, including s

  3. Slide 3: Well-Positioned to Deliver Outsized Growth and Returns

    Well-Positioned to Deliver Outsized Growth and Returns 1. Focused on organic growth and market outperformance in high growth, sustainable end markets 2. M&A remains the principal lever through highly strategic, high return on capital acquisitions Enhancing capital allocation strategy with initiation

  4. Slide 4: Effective Capital Allocation is a Critical Pillar of Our Strategy

    Effective Capital Allocation is a Critical Pillar of Our Strategy Today’s Call Deploy Accelerate Expand Allocate Capital Operate Talent Growth Margins Effectively Sustainably Executing Against Our Strategic Vision 4

  5. Slide 5: Significantly Transformed Our Portfolio Since the GDI / IR Merger

    Significantly Transformed Our Portfolio Since the GDI / IR Merger Segment Structure as of Q1 2020 Industrial Technologies Precision and Science Specialty Vehicle High Pressure and Services Technologies Technologies Solutions Portfolio Transformation Highlights Divested in Q2 2021 Focuses Ingersoll R

  6. Slide 6: Organic Reinvestment Leading to Above Market Growth

    Organic Reinvestment Leading to Above Market Growth Growth Drivers Execution Priorities  $150 million equity grant to all employees in 2020 Talent / Engagement  Implementing IRX through 250+ IDMs (up 233% since Q2 2020) to drive achievement of strategic priorities  Driving progress toward 2030 an

  7. Slide 7: Establishing a Comprehensive Capital Allocation Strategy to Fuel Growth

    Establishing a Comprehensive Capital Allocation Strategy to Fuel Growth M&A Capital Allocation  Principal focal point of capital allocation strategy Framework  Supported by robust pipeline of highly synergistic and growth-oriented targets to drive outsized market performance Share Repurchase  Boa

  8. Slide 8: M&A Screening Framework Focused on Yielding Strategic, High-Quality Assets

    M&A Screening Framework Focused on Yielding Strategic, High-Quality Assets M&A Focus Strategic Framework Financial Framework Significant focus: Market Leader Gross Margins  Mission-critical flow • Market leadership in niche markets, applications or geographies • Strong gross margins ~40% or better

  9. Slide 9: M&A Scorecard of Significant Acquisitions Validates Investment Thesis

    M&A Scorecard of Significant Acquisitions Validates Investment Thesis • Since RMT, Ingersoll Rand has deployed >$800M on major acquisitions to support inorganic growth strategy • With these four transactions, have replaced ~50% of the EBITDA lost from divestitures • Assets are highly aligned to stra

  10. Slide 10: M&A Pipeline Remains Robust After Recent Announcements

    M&A Pipeline Remains Robust After Recent Announcements Active Funnel Development Active Funnel Progression KPIs Since GDI – IR RMT • IRX tools driving weekly progress toward As reported Q1 2021 vs. Q2 2020 Q2 2021 vs. Q2 2020 funnel KPIs with high level of engagement from executive and P&L leadershi

  11. Slide 11: Comprehensive Capital Allocation Strategy Detail

    Comprehensive Capital Allocation Strategy Detail Dividend Leverage • Initiate quarterly dividend program • Targeting a net leverage ratio of <2.0x • Expected to begin in Q4 2021 at $0.02 per share • May exceed in extraordinary circumstances to pursue critical strategic objectives (e.g., highly strat

  12. Slide 12: Investor Day Save the Date

    Investor Day Save the Date Thursday November 18th 8:00 am – 1:00 pm The Langham Hotel Boston, MA 12

  13. Slide 13: Key Takeaways – Investing With Ingersoll Rand

    Key Takeaways – Investing With Ingersoll Rand 1 Strong performance in 1H with momentum into Q3; 2021 is poised to be a strong year Continuing to differentiate Ingersoll Rand as an investment: 2 ◦ Focusing the portfolio ◦ Investing for growth ◦ Becoming more sustainable 3 Utilizing IRX to create uniq

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