Ama Group Limited · ASX:AMA
Ama — Australian Microcap Investment Conference 2015
11 slides from Ama's conference presentation, Oct 20, 2015
Slide 1: Australian Microcap Investment Conference
For personal use only Australian Microcap Investment Conference October 2015 Presented by Ray Malone – CEO & Executive Chairman
Slide 2: AMA At a glance
For personal use only AMA At a glance Corporate overview Share price performance ― Listed on the Australian Stock Exchange in 2006 (ASX:AMA) ― Australian leader in the wholesale vehicle aftercare and accessories market, offering: Vehicle Automotive & Workshops for Smash repair protection Electrical
Slide 3: AMA Group overview
AMA Group overview For personal use only Vehicle Protection Automotive Electrical & Cable Automotive Component Vehicle Panel Repair Products & Accessories Accessories Remanufacturing Existing Panel Repair Businesses Gemini (Sep. 2015) Brands KT Cable Perth Brake Vehicle Panel Repair Gemini Custom Al
Slide 4: Key segment drivers
Key segment drivers Stable of businesses focused on the automotive aftercare and accessories market For personal use only Vehicle Protection Products & Automotive Electrical & Automotive Component Vehicle Panel Repair Accessories Cable Accessories Remanufacturing – Highly fragmented industry in Aust
Slide 5: Strong financials
Strong financials Strong revenue and earnings growth supported by accretive acquisitions For personal use only — Strong financial performance in 2015 driven by vehicle protection and panel segments • Revenue up to $95.8m (up ~49% on 2014), driven by panel acquisitions of RMA, Shipstone, BMB & Browns
Slide 6: Transformation acquisition of Gemini
Transformation acquisition of Gemini Gemini - Australia’s leading panel repair group For personal use only Transaction Highlights —Acquired Gemini Accident Repair Centres Pty Ltd (“Gemini”) in Sept. 2015 •Australia’s leading panel repair group with 40 domestic locations in addition to 1 location in
Slide 7: Combined group positioned for success
Combined group positioned for success For personal use only Strong national footprint and customer relationships Combined Repair Locations — National coverage with little overlap between the two groups — Broaden relationships with insurance companies Post Acquisition Victoria 28 8 36 Highly compleme
Slide 8: Significant national footprint established
Significant national footprint established In-depth coverage of Australia’s most attractive metropolitan markets For personal use only Comments VIC QLD WA NSW ACT NZ Total 36 19 8 5 2 1 71 ― The combined AMA and Gemini smash repair operations provide AMA with a truly national footprint, with locatio
Slide 9: Outlook / strategy post-Gemini
Outlook / strategy post-Gemini For personal use only ― Finalise current acquisition pipeline ― Consolidate Panel Division operating systems, Finance, IT and HR functions [expected completion June 16] ― Prioritise and continually drive vertical integration across Panel [ongoing and endless] ― Continu
Slide 10: Summary
Summary For personal use only Leading provider of Australian automotive aftercare services and accessories Cemented leading position in Australia’s panel repair market Strong operating cashflows, further increasing following transformational acquisition of Gemini Strong balance sheet with ab
Slide 11: Disclaimer
For personal use only DISCLAIMER This presentation contains summary information about AMA Group Limited (ABN 50 113 883 560) (“AMA Group”) and its activities current as at the date of this presentation. The information in this presentation is of general background and does not purport to be complete
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