Bhg Group Ab · OMXSTO:BHG
Bhg Group Ab — Merger or Acquisition (September 2021)
13 slides from Bhg Group Ab's merger presentation, Sep 2, 2021
Slide 1: BHG acquires AH-Trading
BHG acquires AH-Trading 2 September 2021
Slide 2: Today's presenter
Today’s presenter Adam Schatz President and CEO
Slide 3: Agenda
ong. a Agenda * This is BHG * Acquisition of AH-Trading * The company * Transaction highlights * Rationale * Q&A
Slide 4: DIY Home furnishing
6 212 4 974 3 956 2 604 1 895 1 096 2014 2015 2016 2017 2018 2019 2020 DIY Home furnishing
Slide 5: BHG - Clear value creation path
BHG BHG - Clear value creation path Organic + M&A + Synergies Organic - drive share M&A - consolidate markets Synergies - accelerate platforms 01 02 03 04 35 a Assortment Reale and own Bae Best guidance, Acquisitions since 2012 _ C9) & a, oo er five acquisitions in last q S bi ie seven months, inclu
Slide 6: AH-trading in a nutshell
BHG AH-trading A leading online outdoor furniture player in the German market AH-Trading AH-trading was founded in 2002 and entered the online outdoor furniture space in 2007 ina nutshell AH-Trading has exhibited rapid, profitable growth since and established a leading online position within its spa
Slide 7: Key transaction highlights
BHG Key transaction highlights Acquiring 80% - founders retaining 20% BHG has acquired 80% of AH-Trading AH-Trading founders, CEO and COO, will retain 20% minority stake - and continue in their current roles AH-Trading is a fast-growing and profitable online leader in the German market for outdoor f
Slide 8: Overview of AH-Trading
BHG Overview of AH-Trading A leading online garden furniture specialist Introduction Product portfolio and sales split FY20 GARDEN FURNITURE GARDEN HOUSES / ROOFING AH-trading is a leading online outdoor and garden furniture player on the German market The Current product portfolio comprises c. 10,0
Slide 9: Product portfolio and brands
BHG Product portfolio and brands A high and growing share of own brands - with attractive margins Over 10,000 articles overall and diversified supplier base Working with nearly 30 top brands Example of product groups OWN BRANDS THIRD PARTY BRANDS OUTFLOEO Top five product groups by revenue Dining ta
Slide 10: Strategic fit & financials
BHG Strategic fit & financials bhg. y LAN. -TRADING| Strategic fit Similar operating model © Strong cultural fit aK Platform for growth s = = Financials 2020A & 2021FC (MEUR) Q AH-Trading is a true online category expert within outdoor furniture, acore BHG category, with a great track-record Pd The
Slide 11: Our growth journey continues
BHG Our growth journey continues Category expansion - everything for the Home - and Geographies Vertical expansion I, Organic & SEKbn = M&A el 2014 2020 2021 Nordics Geographic expansion p12 “|@ i 1
Slide 12: iat sla
ee a 67 ae iat sla PAA arian TAS AS TERR ADING
Slide 13: Forward-looking statements
Forward-looking statements ° Certain information contained in this presentation, including any information on the Group’s plans or future financial or operating performance and other statements that express BHG’s management's expectations or estimates of future performance, constitute forward-lookin