Slide 1: Leadership, Growth, Momentum Through Strength
Exhibit 99.1 Deutsche June LEADERSHIP 3, 2015 Bank •Global GROWTHIndustrials • MOMENTUM and Basic Materials THROUGH Conference STRENGTH
Slide 2: Forward-Looking Statements
Forward Certain 1934, thereto. are the residential thermoplastic performance portion manufacturing insured including and predict included that Company This Those other LEADERSHIP used price markets the presentation companies. as disclosures all of other statements programs; Company’s Words to amende
Slide 3: Investment Highlights
ADS only ?The ?Track ?Large ?Demonstrated ?Experienced LEADERSHIP leading – An record addressable complete Industrial player management ofability • market GROWTH opportunity in solutions Growth to theshare deliver industry team •Company provider MOMENTUM gains across above withwith significant diver
Slide 4: ADS at a Glance
ADS Company ?–infrastructure International Domestic FY2015 Agriculture Infrastructure 20% Residential Our 1. LEADERSHIP ADS Significant Superior Network Highly Core Does Culture: Construction: Atis products Note: not A Sales Domestic diversified the 87% Snapshot Glance physical ofinclude Non-17% lea
Slide 5: Comprehensive Product Portfolio
Pipe Products Dual Single Allied Fittings StormTech® Structures Inserta Nyloplast® 5Comprehensive Wall Products Wall Water Chambers Water (N-12) Triple FleXstorm Chambers Quality Portfolio: Portfolio: Product product Quality HP Wall Storm Geotextiles offering $895mm Portfolio &$283mm Other & Sanitar
Slide 6: Water Management Solutions
Water Management StormTech Fittings Structures Nyloplast Foundation Wastewater Downspout Project Design Technical INFLUENCE ABILITY LEADERSHIP TIME Life Concept Pipe PROJECT Water Chambers /Disposal Cycle Sump Landscape &•& Permit Quality GROWTH Wells Solutions Bid / Culverts Construction • MOMENTUM
Slide 7: Unmatched Manufacturing and Distribution Platform
?The Unmatched Puerto Manufacturing Sole LEADERSHIP Clear Unmatched Fleet Unrivaled Long-standing Clear provider Rico of market approximately Market Operating technical operating ofleading Plant • holistic relationships GROWTH Leader Distribution expertise Platform positions scale water 650•tractor-
Slide 8: Extensive Distribution Network and Sales Force
?Leading Extensive Wholesale Our RSHIP Network Highly Supported Help Consistently Ourtechnical broad educate • Sales GROWTH trained Network of Retail product by over expertise, Force maintain design approximately and Recreation 250 of•suite qualified MOMENTUM Distributors Distributor engineers dedic
Slide 9: Significant Customer Relationships and Approvals
Significant Customer Customers & Field Approvals Comprehensive ADS’ Competitors LEADERSHIP Logistics Personnel product Service, /Competitive Specifications portfolio, •/Product GROWTH Relationships SupplyAdvantages technical Offering Chain, • MOMENTUM expertise, history THROUGH of approvals, STRENGT
Slide 10: HDPE Compared to Alternatives
AOverall ?HDPE = High LEADERSHIP HDPE Installation Failure Key RCP Strength Superior Density problem resistance is / PP /as due PP of Product Reinforced is good is sensitivity to product Polyethylene generally with •“flexible” lighter corrosion GROWTH to as Compared abrasion HDPE CMP attribute and C
Slide 11: Multi-Pronged Growth Strategy
Multi-Pronged ?Market rebounding levels solutions product Well LEADERSHIP Focus positioned manufacturing Conversion ?onprovider New displacing fromhousing Growth •toGROWTH a residential capitalize low Allied management ? partner’s Strategy starts Portfolio Products •on –with MOMENTUM our growth rela
Slide 12: Market Conversion Opportunity
?AContractors, HDPE (HDPE 26% 30% 20% 10% 15% <1% 5% 1990 Cement ($ Relative $110 2008 $80 We 1. 2. LEADERSHIP Corrugated Strong Based Source: Per continue 25% 20% <10% 0% $100 2000 2009 Ton) Share % Pricing(2) value on History Share) MarketLine. $90 2010 $120 Management’s to of HDPE engineers, of c
Slide 13: New Allied Products Growth
New 2015 2014 2013 2012 2011 ?2010 2009 Allied ($ $300 $195 FY11 $100 $150 StormTech® FleXstorm Comprehensive 1. LEADERSHIP Established Product Historical mm) Product ?$200 $283 FY12 Products Product Acquired Product $350 introduction: $260 Nyloplast® FY13 sales HP Introduction Tigre-USA Growth intr
Slide 14: Addressable Domestic Markets
Addressable FY2015 Non-Residential Infrastructure 20% Residential U.S. ($ 450 2010 50 150 Total Thousands 2,500 021,355 Domestic 1. 2. LEADERSHIP 005 Total Non-residential bn) 402 Non-Residential Construction: 2011 2006 U.S. 2,068 1,315 U.S. 357 Domestic markets Housing 2012 2007 of1,250 1,801 Marke
Slide 15: Record Growth Above Market
Track FY2011A Non-Residential 6% (2%) 11% 15% ADS -5% 5% Market -10% 7% 10% 20% 30% Our 0% 1. LEADERSHIP Based 4% holistic (4%) Growth Record Growth on – FY2015A management water of•(1) Above Residential GROWTH management Domestic Market estimates. Infrastructure • MOMENTUM Growth solutions Revenueh
Slide 16: Domestic Net Sales Growth by End Market
YTD10% Domestic Non-Residential 19% Three 5% 20% 25% 15% Twelve (6%) 0% 10% Combined, -20% -10% LEADERSHIP 9% 18% (5%) Domestic months months 9% Net 16% 5% domestic 0% ended Sales •ended End Residential GROWTH -5% Growth Market Mar construction Mar -10% 31, 31, Performance –Infrastructure •2015 MOME
Slide 17: End Market Exposure and Economic Outlook
ADS’s End Non-Residential 1. LEADERSHIP Based Market 2015 on FY2015 Exposure End Economic • 53% Market GROWTH Domestic High Exposure¹ single-digit • MOMENTUM net sales. Outlook growthTHROUGH Residential STRENGTH 20% 1.1 to 1.2 17million starts Infrastructure 10% Flat to modest growth Agriculture 17%
Slide 18: International Growth Opportunities
International Canada Mexico ?South Manufacturing Established LEADERSHIP The ~30 leading Infrastructure exclusive America / Central platform Market HDPE Plant •primarily territory GROWTH America Growth Distribution producer in attractive distribution concrete-based •Opportunities MOMENTUM in Canada;
Slide 19: Strong Leadership Team
3LEADERSHIP Strong Joseph Chairman, ?& 34 Mark 25 Thomas Officer 26 Ron Co-Chief Ewout 23 Robert Executive 33 Marc Jim 16 Mike 27 Bernie Vice Track Dedicated High CEO Years years Clemans Kevin 20 Vitarelli President Askew Huebert Sturgeon MichaelLeeuwenburg Pipan and level Klein Chlapaty Director,&
Slide 20: Operational Scale and Industry Leading Technical Expertise
Operational Scale –?Industry Our LEADERSHIP Advanced, Team 61 ~160 Fleet Significant Unique, Cutting Ability leading manufacturing and of global ofLeading to edge ~650 Capacity proprietary 50utilize Excellence market versatile production field-based pipe resin tractor-trailers • GROWTH Technical bot
Slide 21: Raw Material Cost Management
Raw 50 $M Dec-07 Sep-07 Jun-07 21 Mar-15 Dec-14 Sep-14 Jun-14 Mar-14 Dec-13 Sep-13 Jun-13 Mar-13 Dec-12 Sep-12 Jun-12 Mar-12 Dec-11 Sep-11 Jun-11 Mar-11 Dec-10 Sep-10 Jun-10 Mar-10 Dec-09 Sep-09 Jun-09 Mar-09 Dec-08 Sep-08 Jun-08 Mar-08 ar-07 60material 70pound) per 80 90cost 100management 110 (
Slide 22: North American Polyethylene Capacity Expansions
••– Low North ??The ?Most Similar gradual 2015 next America U.S. cost to then 1,000 2016 661 1.65 –wave the natural MMNova—Joffre, and announced expansion Polyethylene Canadian ofpolyethylene lbs HDPE LyondellBasell—U.S. 992 capacity gas liquids LLDPE Braskem/Idesa—Nachital, LDPE schedule polyethyle
Slide 23: Financial Overview
Financial Overview LEADERSHIP • GROWTH • MOMENTUM THROUGH STRENGTH
Slide 24: Financial Highlights
Financial Above-Market Strong ?Attractive Well LEADERSHIP Ability Well Unmatched Poised Ongoing Significant positioned positioned Earnings to to Highlights End Cash focus benefit deliver production track Market Growth •Flow to Momentum on GROWTH todrive from complete record cost capitalize Dynamics
Slide 25: Historical Financial Performance
(3) Historical ?Commentary Revenue $1,100 $900 2011 $500 Adj. $154 $80 12% $60 FY FCF $100 741% $52 600% $50 309% $0 178% 1.Actively 2. 3.Muted Improving 0% 121% Adjusted Revenue Free 15% $50 $44 EBITDA ($ 12% 2012 $863 $160 800% $77 289% 2011 $1,069 mm) LEADERSHIP EBITDA Free 400% Cash demand ($ Ex
Slide 26: Q4 FY2015 Financial Summary
FY2015 ?Summary Note: 1. LEADERSHIP Adjusted Quarterly Increased Adjusted AsQ4 ofFinancial EBITDA earnings quarterly net Earnings March Financial sales • GROWTH 31, Highlights per of increased per dividend Results 2015; $16.3 fully fully•fully converted million MOMENTUM converted 25% 14.0%, converte
Slide 27: FY2015 Financial Summary
FY2015—Financial ?Summary Note: 1. LEADERSHIP Adjusted Net Completed Adjusted sales As ofFinancial EBITDA earnings increased Earnings March acquisition • GROWTH 31, Highlights per Results of 10.2%, per 2015; $153.6 fully of fully Ideal •to fully converted MOMENTUM converted million, $1,178 Pipe conv
Slide 28: Current Capitalization
Current 1. LEADERSHIP Revolving Capitalization Credit • GROWTH Facility has • MOMENTUM a borrowing capacity THROUGH of $325mm. STRENGTH 28
Slide 29: Investment Highlights
ADS only ?The ?Track ?Large ?Demonstrated ?Experienced LEADERSHIP leading – An record addressable complete Industrial player management ofability • market GROWTH opportunity in solutions Growth to theshare deliver industry team •Company provider MOMENTUM gains across above withwith significant diver
Slide 30: Appendix
LEADERSHIP • GROWTH • MOMENTUM THROUGH STRENGTH Appendix
Slide 31: Shares Outstanding
Shares July March outstanding: As Period Common Total LEADERSHIP of30, Shares July March 31, Ending Outstanding 2014 Stock 2015 30,Outstanding 31, (Post-IPO) 2014 Shares •53,522,361 52,876,151 (FY15 2015, GROWTH (Post-IPO), Outstanding the Q473,427,437 73,201,560 Company Earnings) Unvested • MOMENTU