Allegion Plc · NYSE:ALLE
Allegion — 2023 Baird Global Industrial Conference
10 slides from Allegion's conference presentation, Nov 8, 2023
Slide 1: Company Overview
Company Overview 2023 Baird Global Industrial Conference John H. Stone, President & CEO November 8, 2023
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements generally
Slide 3: Who We Are
Who We Are Allegion is a leading pure-play provider of security and access solutions Iconic brands with Healthy, growing leading market positions services business Industry-leading Engaged workforce, EBITDA margins focused on safety Broad customer base, Leading presence shaping a strategic partnersh
Slide 4: Vision and Strategy
Vision Enabling seamless access and a safer world Strategy Allegion creates value as a solutions provider of security and access Build on Deliver New Our Legacy Value in Access Be the Partner Operate with of Choice Excellence
Slide 5: Global Business Profile - $3.3B 2022 Revenue
Global Business Profile - $3.3B 2022 Revenue 5 2023 Allegion Company Overview 1 Electronics inclusive of: electronic security products, access control systems, time, attendance and workforce productivity, services and software Source: Management estimates
Slide 6: Markets We Serve
Markets We Serve Convenience, security and increased simplicity of adoption driving growth Global Total Available Market: $40 Billion Non-Residential Non-Residential Mechanical Electronics & Software Residential Low Single-Digit Growth High Single-Digit Growth Low Single-Digit Growth Source: AAADM,
Slide 7: Technology Convergence
Technology Convergence Personalized experiences Edge Lower costs Security Cloud Computing Convenience Scalability Artificial Automation Intelligence Ease of Upgrade Mobile Credentials Real-time decision making 7 2023 Allegion Company Overview
Slide 8: Capital Allocation
Capital Allocation Strategic investments driving seamless access Invest for Organic Growth Dividend1 Mergers & Acquisitions2 Share Repurchases 1Dividend growth commensurate with earnings 8 2023 Allegion Company Overview 2Maintain investment grade credit rating
Slide 9: Enabling Seamless Access and a Safer World
Enabling Seamless Access and a Safer World Executing at a high operating level Electronics is the key growth driver Growing software and service revenues Capital deployment driving shareholder return
Slide 10: About Allegion
About Allegion™ Allegion (NYSE: ALLE) is a global pioneer in seamless access, with leading brands like CISA®, Interflex®, LCN®, Schlage®, SimonsVoss® and Von Duprin®. Focusing on security around the door and adjacent areas, Allegion secures people and assets with a range of solutions for homes, busi