Sensata Technologies Holding Plc · NYSE:ST

Sensata Technologies — Oppenheimer 12th Annual Industrial Growth Conference 2017

7 slides from Sensata Technologies's conference presentation, May 9, 2017

  1. Slide 1: Oppenheimer 12th Annual Industrial Growth Conference

    OPPENHEIMER 12TH ANNUAL INDUSTRIAL GROWTH CONFERENCE MAY 9, 2017

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements In addition to historical facts, this earnings presentation, including any documents incorporated by reference herein, includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward- looking statements relate

  3. Slide 3: Key Messages

    Key Messages  Accelerating organic revenue growth – improving organic revenue growth in FY-2017 driven by recovery of industrial/HVOR markets, poised for further improvement in FY-2018  Strong margin expansion and double-digit EPS growth – industry-leading adjusted EBIT margins expected to expand

  4. Slide 4: Accelerating Organic Revenue Growth

    Accelerating Organic Revenue Growth ORGANIC REVENUE GROWTH – LAST 3 QUARTERS DRIVERS • Auto markets performing in-line with 6% expectations • Content growth 4% trends in auto and HVOR favorable 2% compared to 2016 • Strong recovery of industrial markets, particularly in China -1.0% -1.0% -1.0% • HVO

  5. Slide 5: Strong Year-Over-Year Margin Expansion

    Strong Year-Over-Year Margin Expansion ADJUSTED EBIT MARGINS ADJUSTED NET INCOME MARGINS +150 BASIS POINTS +130 BASIS POINTS ORGANICALLY 23.2% 21.7% 16.8% 15.5% FY-16 FY-17* FY-16 FY-17* *Midpoint of FY-17 Guidance OPPENHEIMER INDUSTRIAL GROWTH CONFERENCE 5

  6. Slide 6: Delivering on Promise to Strengthen Balance Sheet

    Delivering on Promise to Strengthen Balance Sheet NET DEBT ($M) NET LEVERAGE RATIO ~$435M OF NET DEBT REDUCTION SINCE Q4-15 LEVERAGE RATIO OF ~3.0X BY END OF 2017* 4.6x 4.5x 3400 4.3x $3,317 4.0x 3.8x 3200 3.6x 3000 $2,882 2800 2600 2400 2200 2000 Q4 15 Q1 16 Q2 16 Q3 16 Q4 16 Q1 17 Q4 15 Q1 16 Q2 1

  7. Slide 7: 2017: Another Year of Double-Digit Organic EPS Growth

    2017: Another Year of Double-Digit Organic EPS Growth FY 2016 FY 2017 GUIDANCE REPORTED ORGANIC COMMENTS • No change to organic guidance for revenue, Revenue $3,202M $3,165M – $3,265M (1%) – 2% 1% – 3% Adj. EBIT, Adj. Net Income & Adj. EPS Adj. EBIT $695.3M $734M – $756M 6% – 9% 6% – 10% • FX expect

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