Rpm Automotive Group Ltd. · ASX:RPM
Rpm Automotive — Investor Presentation (December 2020)
19 slides from Rpm Automotive's investor presentation, Dec 11, 2020
Slide 1: RPM Automotive Group Ltd Investor Presentation December 2020
For personal use only RPM AUTOMOTIVE GROUP LTD (ASX: RPM) INVESTOR PRESENTATION December 2020
Slide 2: A Leading Australian Automotive Group
A Leading Australian Automotive Group For personal use only RPM is a vertically integrated group of businesses operating in the Australian automotive aftermarket. The parts and maintenance sector of the $108 billion Australian automotive industry represents about $34 billion. RPM’s business consists
Slide 3: RPM's brands
RPM’s brands For personal use only RPM either owns or is the exclusive distributor of the following automotive brands: 3
Slide 4: Revolution Racegear
http://www.revolutionracegear.com.au/ For personal use only • Revolution Racegear is the market leader in “Motorsport Safety Gear” or Soft Parts. • A substantial percentage of the product offering is the design and manufacture of fireproof race team apparel, marketed under Revolution’s own brand RPM R
Slide 5: Carline Automotive
For personal use only • Carline Automotive is a retail licensee group with each store offering a wide range of auto mechanical repairs, servicing and fitment. • Over 100 stores trading under one banner that provides the very best service and expertise in the Performance, Undercar & Accessory Fitment I
Slide 6: Spider GT
For personal use only • Industrial (OTR), Commercial (TBR) Tyre Import / Wholesale / Distr. • Distributor of LONGMARCH & JINYU Truck and Bus Tyres and TIANLI OTR Tyres • www.spidergt.com.au 6
Slide 7: Genie Headers
For personal use only • Genie Headers have been at the forefront of performance header design and development in Australia for over 50 years. • Sold worldwide through a team of international distributors • https://genieheaders.com.au/ 7
Slide 8: Formula Off-Road
For personal use only • Manufacture Bullbars, Nudge bars, Frontal protection, Tradesman’s accessories & Rear bars for 4WD and commercial vehicles. • www.formulaoffroad.com.au 8
Slide 9: Business Corporate Structure
Business Corporate Structure For personal use only RPM Automotive Group Ltd RPM Properties (IP) RPM Automotive Holdings Pty Ltd Repairs & Wheels & Performance & Motorsport Tyres Accessories Roadside Gully Mobile Tyres Air Anywhere – Spider GT Revolution Racegear Pty Narre Warren Formula Off-Road Pty
Slide 10: RPM has been a beneficiary of Covid-19 tailwinds
RPM has been a beneficiary of Covid-19 tailwinds For personal use only • Closed state (for much of 2020) and international borders will lead to an increase in domestic driving holidays, 4WDing and off-roading activities. • The increased vehicle usage is expected to result in sales uplift of automoti
Slide 11: Investment Highlights
Investment Highlights For personal use only Favourable Industry fundamentals Diversified businesses The Australian automotive aftermarket is large and growing with a The RPM Group has diversified revenue across various market total addressable market across all sectors of over $25 Billion per sectors,
Slide 12: RPM's Nationwide Footprint
RPM’s Nationwide Footprint For personal use only RPM Automotive Group Head Office is located in Melbourne, Victoria Revolution Racegear has wholesale distribution warehousing, Darwin 5 Corporate Retail Stores and 13 Franchised Stores Nationally There are over 100 Carline Automotive Licensee Stores a
Slide 13: Highly Experienced Board of Directors
Highly Experienced Board of Directors For personal use only Clive Finkelstein - Managing Director Lawrence Jaffe - Executive Director Clive is a co-founder and promoter of the RPM Group. Clive has over Lawrence is a co-founder and promoter of the RPM Group. Lawrence 20 years’ experience in the automo
Slide 14: Corporate Snapshot
Corporate Snapshot For personal use only Capital Structure1 Share Price Performance ($/share)1 Shares on Issue 100.2m Options - RPMO 8.98m Share Price (9/12/20) $0.20 Market Capitalisation $20m 52-week High $0.290 52- week Low $0.105 Founders Interests Register Wei Liu Lawrence Jaffe (Executive Dire
Slide 15: Investment Summary
Investment Summary For personal use only Highly experienced management & Board • Founders Clive Finkelstein and Lawrence Jaffe have deep industry expertise with over 20 years experience building, acquiring and selling automotive businesses • Sold Opposite Lock to Metcash in 2015 Diversified and scal
Slide 16: Strategic Acquisition Growth Strategy
Strategic Acquisition Growth Strategy For personal use only o RPM’s acquisition strategy is to identify same or similar businesses to unlock synergies o Preferred model is to pay approximately ~50% scrip and ~50% cash (paid out over a period of time) o Aim to purchase businesses on an attractive val
Slide 17: Strategic Rationale
Strategic Rationale For personal use only These Potential Acquisitions align with RPM’s stated strategy and would deliver significant benefits to shareholders Strategic fit with RPM’s “four pillars” operating model and growth strategy, directly aligning with existing 1 commercial and heavy duty tyre
Slide 18: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER For personal use only Overview This document is issued by RPM Automotive Group Limited ACN RPM (“RPM Automotive” or “RPM”) on 10 December 2020. Summary Information This document contains summary information about RPM Automotive and its associated and proposed associat
Slide 19: Contact
For personal use only CONTACT Grant Carman Clive Finkelstein Non-Executive Chairman – RPM CEO and Director – RPM Automotive Group Limited Automotive Group Limited 0419 506 593 0403 500 654 grantc@racegear.com.au clive@racegear.com.au www.rpmroup.net.au 19
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