Finning International Inc. · TSX:FTT

Finning International — Investor Presentation (September 2018)

13 slides from Finning International's investor presentation, Sep 17, 2018

1. Slide 1: Investor Presentation

   INVESTOR PRESENTATION Scott Thomson, President and CEO Kevin Parkes, Managing Director, Finning UK & Ireland Mauk Breukels,VP Investor Relations Toronto, Montreal September 17-18, 2018

2. Slide 2: Disclosures

   Disclosures Forward-looking information This presentation includes “forward-looking information” (as defined in applicable Canadian securities legislation) that is based on expectations, estimates and projections that management believes are reasonable as of the date of this presentation, but may ul

3. Slide 3: Finning Overview

   Finning Overview  Largest Caterpillar dealer Market Statistics(1) - FTT (TSX) Share price 29.74  Unrivalled service for 85 years Market Cap 5.0B  Diversified customer base S&P/DBRS rating BBB(+/high) Annual dividend / share 0.80  ~13,000 employees Dividend yield 2.7% Financial Statistics - YTD 2

4. Slide 4: Improved Performance

   Improved Performance Adjusted ROIC(1) EARNINGS CAPITAL 21% 17.7% TORQUE EFFICIENCIES 18% 15.1% 15.0% 15% 13.2% 12% 9.3% 9% 5.9% 6%  Cost Control Supply Chain 3%  Operational Efficiency Improvements 0% Canada South America UK & Ireland 2016 Q2 2018 Adjusted EBIT Margin(1) Invested Capital Turnover

5. Slide 5: Investor Value Proposition

   Investor Value Proposition KEY GROWTH DRIVERS Infrastructure Opportunities Revenue Growth Markets Copper Mining Outsized Growth Directionally consistent with previous Power Systems upcycles; key growth drivers provide upside Customer Support Agreements Digital / E-Commerce Product Lead Generation To

6. Slide 6: Strategic Framework

   Strategic Framework PURPOSE VISION VALUES We believe in partnering and Leveraging our global expertise and We are trusted innovating to build and power insight, we are a trusted partner in We are collaborative a better world. transforming our customers’ performance. We are innovative We are passiona

7. Slide 7: Investment Aligned with 2018-2020 Priorities

   Investment Aligned with 2018-2020 Priorities CUSTOMER DIGITAL GROWTH & LEAN & AGILE SUPPLY CHAIN CENTRICITY ENTERPRISE DIVERSIFICATION Ultra-Class Omni-Channel Product Support ERP Mining e-commerce • Condition Monitoring Vehicles • Data-driven Lead • Autonomy Data Driven Generation Decision Global C

8. Slide 8: Finning Digital - Path to Demonstrable Growth

   Finning Digital - Path to Demonstrable Growth Over last three years we have invested in digital – and grown the key value performance metrics significantly Digital Parts and Service Equipment Performance Investments Digital Commerce Connectivity Solutions Success Based Funding MARKET FOCUS DRIFT UP

9. Slide 9: Supply Chain Improvements

   Supply Chain Improvements NEW EQUIPMENT PARTS End-to-End Process Improvement Improved Inventory Management Improved Demand and Supply Planning Key Performance Drivers Reduced Network Routes and Touches Advanced Technology in Key Processes Increased Direct Shipments to Customers New Equipment Invento

10. Slide 10: Supply Chain Benefits Align With Global Strategic Priorities

    Supply Chain Benefits Align With Global Strategic Priorities Customer Digital Lean and Agile Centricity Enterprise Global Finning Priorities Canada UK & Ireland South America 1. Equipment Supply Chain Velocity Complete In Progress 2019 2. E-Commerce Capabilities Customer Customer Life Cycle Lower De

11. Slide 11: Caterpillar Autonomy Solution

    Caterpillar Autonomy Solution Superior Technology / Over 20% Productivity Improvement SCALABLE AUTOMATED FUELING CUSTOMER ~100 trucks vs. 30 from competition not available from competition 250+ auxiliary vs. 30 from competition CENTRICITY FASTER INTEROPERABLE than manned & competition with manned &

12. Slide 12: Capital Allocation

    Capital Allocation Goal - Positive Free Cash Flow Through the Cycle Uses of Cash (2013-2017) GROWTH SHAREHOLDERS Share repurchases Technology Dividends Dividend Acquisition of Ultra-Class Mining Vehicles Share Repurchases Saskatchewan dealer RUN Free Cash Flow Complementary Acquisitions ~$1.8 billio

13. Slide 13: Investor Presentation

    INVESTOR PRESENTATION Scott Thomson, President and CEO Kevin Parkes, Managing Director, Finning UK & Ireland Mauk Breukels,VP Investor Relations Toronto, Montreal September 17-18, 2018

Finning International — Investor Presentation (September 2018) on 6ix