Ingersoll Rand Inc. · NYSE:IR
Ingersoll Rand — Deutsche Bank dbAccess Global ESG Conference 2022
26 slides from Ingersoll Rand's conference presentation, Mar 2, 2022
Slide 1: Operating Sustainably: Making Life Better
Operating Sustainably: Making Life Better Vicente Reynal Chairman and CEO Vikram Kini SVP and CFO
Slide 2: Introduction
am) Ingersoll Rand Introduction
Slide 3: It All Starts With Being a Purpose-driven Company
It All Starts With Being a Purpose-driven Company 3
Slide 4: This is Ingersoll Rand Today (NYSE: IR)
This is Ingersoll Rand Today (NYSE: IR) Key Company Stats 2021E Key Financial Metrics Revenue by OE / AMT1 Revenue by Geography1 Davidson, NC Headquarters $5.2B Total Revenue 33% ~15,700 Total Employees¹ $1.2B Adjusted EBITDA² ■ Americas 64% ■ Equipment 36% 45% ■ EMEIA ■ Aftermarket ■ Asia Pacific $
Slide 5: A Leadership Team and Board Committed to ESG and Sustainability
A Leadership Team and Board Committed to ESG and Sustainability SUSTAINABILITY EXECUTIVE TEAM COMMITTEE ESG LEADERSHIP VICENTE REYNAL MARC JONES ELIZABETH CENTONI ANDY SCHIESL Chairman & CEO CEO & Chairman, Chief Strategy Officer SVP, General Counsel, Aeris Communications and GM, Applications, Chief
Slide 6: Recognized as a Top ESG Performer
Recognized as a Top ESG Performer The speed of improvement in ESG is gaining recognition with rating agencies + scores continuously improving Recently upgraded to Medium Risk by Sustainalytics 6
Slide 7: We Make Life Better Every Day Through our Strategic Imperatives
We Make Life Better Every Day Through our Strategic Imperatives Deploy Talent 1 Grow Sustainably Leverage sustainability megatrends into growth Accelerate Growth Helping customers Satisfy customer demand Selling into high growth address GHG emission for sustainable, resource sustainable end-markets
Slide 8: Grow Sustainably
am) Ingersoll Rand 0 Grow Sustainably
Slide 9: We Are Structurally Aligning Our Portfolio to Three Global Megatrends
We Are Structurally Aligning Our Portfolio to Three Global Megatrends Ingersoll Rand is at the optimal intersection to maximize benefits from these megatrends Sustainability & Digitization Quality of Life Efficiency Demand for intelligent and connected Achieving the 1.5°C target requires an Aging po
Slide 10: We Are Growing Sustainably While Helping Our Customers Achieve Their Goals
We Are Growing Sustainably While Helping Our Customers Achieve Their Goals Making Life Better Our innovative Successfully helping products help our For our For our our customers will For our customers reduce drive shareholder CUSTOMERS their Scope 1 and 2 PLANET value creation STOCKHOLDERS GHG emiss
Slide 11: Our Products Enable Customers to Materially Reduce their Energy Usage
Our Products Enable Customers to Materially Reduce their Energy Usage Customer Challenge IR Value Proposition IR Product Goal Results • Customers identify air • Provide air compressors and air • IR Scope 3: Customers achieve • A minimum 15% reduction in compressor optimization as a treatment product
Slide 12: Case Study: Energy Efficiency and GHG Reduction
Case Study: Energy Efficiency and GHG Reduction Delivering Growth through Innovation in Compressed Air Dryers OPPORTUNITY OUTCOME • Businesses are under pressure to reduce GHG emissions and improve energy efficiency Deliver above market growth by helping customers transition to energy efficient pr
Slide 13: Our Products Enable Customers to Materially Reduce their Water Consumption
Our Products Enable Customers to Materially Reduce their Water Consumption Customer Challenge IR Value Proposition IR Product Goal Results • Water scarcity, water • Technologies that reduce water • Customers achieve >1 billion • >1 billion gallons of water is management and water quality consumption
Slide 14: Case Study: Water Conservation and Energy Efficiency
Case Study: Water Conservation and Energy Efficiency Improving water management through our products OPPORTUNITY OUTCOME • Water-scarcity as a result of climate change is on the rise 90% average water savings per installation • The pulp and paper industry is a substantial user of fresh water 45%
Slide 15: Our Addressable Market Is Large; Will Expand with Growth Initiatives
Our Addressable Market Is Large; Will Expand with Growth Initiatives and Expansion into Markets Aligned to Secular Megatrends1 Serving more customers in new markets with new technologies increases our Total Addressable Market Growth initiatives to extend TAM from current core Fully replaced cyclical
Slide 16: Case Study: Sustainability through Product Innovation in High Growth End Markets
Case Study: Sustainability through Product Innovation in High Growth End Markets Capturing the hydrogen / CO2 opportunity OPPORTUNITY OUTCOME • ~$20M revenue YTD with strong and growing funnel of future opportunities • IR’s TAM of global hydrogen and adjacent carbon capture and storage (CCS) market
Slide 17: Operate Sustainably
am) Ingersoll Rand 6 Operate Sustainably
Slide 18: Progress On Our Journey as a Leader in ESG…with More to Come in 2022 and Beyond
Progress On Our Journey as a Leader in ESG…with More to Come in 2022 and Beyond • Deliver on milestones towards 2030 & 2050 environmental targets Accelerate Commitment • Execute on ambitious 2025 Diversity, Equity & Inclusion goals 2022+ to Sustainably Serving • Provide more sustainable products to
Slide 19: Environmental: Creating Value through Our Operations
Environmental: Creating Value through Our Operations Ingersoll Rand Operations Goals 60% 100% GHG Emissions Renewable Energy Reduction by 2050 by 2030 Greenhouse Gas ENERGY IMPACT NET ZERO (GHG) Emissions by 2050 17% Use Reduction by 2030 WATER CONSERVATION >50% Of Sites Zero Waste to Landfill by 20
Slide 20: Environmental: Leveraging IRX to Achieve Our Goals
Environmental: Leveraging IRX to Achieve Our Goals Operationalizing Sustainability IDM Product Sustainability IDM Health & Safety IDM Goals • Achieve 2030 and 2050 Environmental • > 1 Billion Gal of Water Recycled or Saved • Achieve and sustain world class safety Operational Goals Annually levels •
Slide 21: Social: Employees as Owners are Vital To Everything We Achieve
Social: Employees as Owners are Vital To Everything We Achieve Equity granted to all 15,000+ employees 1 • $250M in grant date value awarded since 2017 2 • Current value of equity granted ~$500M • Nearly 70% of employees continue to hold their 2020 equity grant shares Newly launched employee equity
Slide 22: Social: Owners Value Diversity, Equity and Inclusion
Social: Owners Value Diversity, Equity and Inclusion The picture can't be displayed. Increase representation for Help navigate career paths and Foster a sense of belonging and under-represented (URT)1 employee groups ensure equal opportunities build global networks / relationships 2025 Goals • Incre
Slide 23: Social: Owners Care About Making Life Better for Our Neighbors and Shared Planet
Social: Owners Care About Making Life Better for Our Neighbors and Shared Planet Focus Area Sustainable Development and Community Infrastructure Social Strategic Partnerships Engineers Without Borders: Build a better world Empower communities to meet their basic human needs and equip leaders to solv
Slide 24: Governance: We Have Made Significant Progress in Implementing Best in Class Corporate Governance
Governance: We Have Made Significant Progress in Implementing Best in Class Corporate Governance GOVERNANCE BEST PRACTICES IN 2021 De-classified our Board of Directors and provided for the annual election of our directors Eliminated the requirement for a supermajority vote of our stockholders to
Slide 25: Leveraging IRX to Achieve Our ESG Goals
Leveraging IRX to Achieve Our ESG Goals ESG Rating Agency IDM Rating Agency 2020/21 Current Goals • Ingersoll Rand will be recognized as a top-quartile ESG industrial company as defined by BBB A targeted rating agencies Focus Areas 30.1 23.5 • First 100-day Cycle High Risk Medium Risk • Identify Gap
Slide 26: Key Takeaways
Key Takeaways Operating sustainably supports and reinforces Ingersoll Rand’s strategic imperatives, with IRX 1 driving rapid execution and change Sustainability megatrends are driving Ingersoll Rand’s long-term growth through innovative 2 products and services that enable our customers to reduce the
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