Mirion Technologies, Inc. · NYSE:MIR
Mirion Technologies — Jefferies Industrials Conference 2023
17 slides from Mirion Technologies's conference presentation, Sep 6, 2023
Slide 1: Jefferies Industrials Conference
September 6, 2023 Jefferies Industrials Conference
Slide 2: Disclaimer
JEFFERIES INDUSTRIALS CONFERENCE Disclaimer Forward-Looking Statements This presentation and the accompanying oral commentary contain forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Words such as “anticipate,” “believe,” “continue,” “c
Slide 3: Global Leader Enabling Vital Protection and Transformative Potential
JEFFERIES INDUSTRIALS CONFERENCE Global Leader Enabling Vital Protection and Transformative Potential Detection Mirion’s diverse portfolio of products, services, and software uniquely leverages Management Measurement unmatched knowledge and technology to protect people and the planet from the harmfu
Slide 4: To harness our unrivaled knowledge of ionizing radiation for the greater good of humanity
JEFFERIES INDUSTRIALS CONFERENCE MIRION MISSION To harness our unrivaled Ensuring knowledge of ionizing radiation Advancing the Clean Energy Worker Health & Safety for the greater good of humanity Transition With safety at the core of our solutions, Mirion: • Enables safer production of nuclear powe
Slide 5: Strong Leadership Founded on Innovation & Scale
JEFFERIES INDUSTRIALS CONFERENCE Strong Leadership Founded on Innovation & Scale CREATED 130+ #1 POSITION IN 15 OF 18 700+ 2005 UNIQUE PATENTS1 PRODUCT CATEGORIES PRODUCTS OPERATIONS SPAN ACROSS 20-50 YEAR CUSTOMER 350+ ENGINEERS 2,800 12 COUNTRIES RELATIONSHIPS EMPLOYEES & PHYSICISTS 5 170+ U.S. pa
Slide 6: Medical Segment Overview
JEFFERIES INDUSTRIALS CONFERENCE CY22 Medical Revenue1 Medical Segment Overview Nuclear Medicine 26% $272 50% Radiation Therapy QA 24% Dosimetry RADIATION THERAPY NUCLEAR MEDICINE DOSIMETRY QUALITY ASSURANCE Premium Category Global Leader in Technology & Leadership Chosen Categories Innovation Focus
Slide 7: Technologies Segment Overview
JEFFERIES INDUSTRIALS CONFERENCE CY22 Technologies Revenue1 Technologies Segment Overview Labs & Research 21% $446 55% Nuclear 24% Defense & Diversified DEFENSE & DIVERSIFIED NUCLEAR POWER MILITARY DEFENSE CIVIL DEFENSE LABS & RESEARCH High Visibility to Underlying Long Standing Diversified, Innovat
Slide 8: Investment Thesis
JEFFERIES INDUSTRIALS CONFERENCE Investment Thesis Global industry innovation Delivers safety and compulsory Resilient business leader in ionizing radiation High visibility into long term products to blue chip customer model through varying safety supported by unmatched recurring revenue growth prof
Slide 9: Appendix
JEFFERIES INDUSTRIALS CONFERENCE Appendix 9
Slide 10: Significant Leverage to Key End Market Trends
JEFFERIES INDUSTRIALS CONFERENCE Significant Leverage to Key End Market Trends TECHNOLOGIES MEDICAL Higher Natural Consistent Stricter Rising Prevalence Growing Aging Global Gas Prices Replacement Environmental of Cancer and Install Base Population Cycle Regulations Treatments Desire for Energy Prio
Slide 11: Medical Value-Added Solutions
JEFFERIES INDUSTRIALS CONFERENCE CY22 Mirion Revenue1 Medical Value-Added Solutions Technologies 62% $718 Diversified product portfolio in resilient end markets. 38% Medical Supported by aging population and growing global middle class. PRODUCT CATEGORIES KEY CUSTOMER GROUPS Cancer Diagnostics & The
Slide 12: Technologies Value-Added Solutions
JEFFERIES INDUSTRIALS CONFERENCE CY22 Mirion Revenue1 Technologies Value-Added Solutions Technologies 62% $718 Technology leadership, rigorous regulatory requirements, and 38% Medical demanding design all contribute to high barriers of entry. PRODUCT CATEGORIES KEY CUSTOMER GROUPS Laboratory & Scien
Slide 13: Nuclear Power: An Essential Source of Green Energy
JEFFERIES INDUSTRIALS CONFERENCE Nuclear Power: An Essential Source of Green Energy Our View: The world cannot achieve carbon neutrality goals without wide proliferation of nuclear power Our Role: Mirion services all stages of a plant’s lifecycle and is technology-agnostic across nuclear OEMs; solut
Slide 14: Record of Driving Value Through M&A
JEFFERIES INDUSTRIALS CONFERENCE Record of Driving Value Through M&A Select Transactions Completed Since 2016 AWST $1-$10M $1-$10M $10-$20M $1-$10M <$1M $20-$30M $200-$250M $10-$20M $1-$10M $30-$50M $90-$110M $10-$20M JULY NOV JULY AUG NOV APRIL SEPT DEC DEC OCT NOV AUG 2016 2018 2019 2019 2019 2020
Slide 15: Broad Product Portfolio Addresses Attractive End Markets
JEFFERIES INDUSTRIALS CONFERENCE Broad Product Portfolio Addresses Attractive End Markets MARKET LEADERSHIP FRAGMENTED CATEGORY BU END MARKET(S) CATEGORY BU END MARKET Radiation Monitoring Systems Technologies Medical Imaging Medical Reactor Instrumentation & Controls Technologies Imaging Systems fo
Slide 16: ESG is Integrated into Mirion's Mission
JEFFERIES INDUSTRIALS CONFERENCE ESG is Integrated into Mirion’s Mission Mirion’s ESG Policies, Programs & Initiatives serve to support our mission of harnessing our unrivaled knowledge of ionizing radiation for the greater good of humanity. Environment Social Governance Provide a safer working envi
Slide 17: Committed to Responsible and Sustainable Operations
JEFFERIES INDUSTRIALS CONFERENCE Committed to Responsible We are in the early stages of our ESG and Sustainable Operations journey as a public company. We are committed to advancing our ESG initiatives and will rely on the input from global stakeholders and regulatory We recognize ESG as a fundament
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