Nordson Corporation · NASDAQ:NDSN

Nordson — Q2 2022 Earnings Presentation

14 slides from Nordson's earnings presentation, May 24, 2022

  1. Slide 1: 2Q Fiscal 2022 Webcast

    2Q Fiscal 2022 Webcast May 24, 2022 NBS NEXT OWNER MINDSET WINNING TEAMS

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement Click to edit title Under the Private Securities Litigation Reform Act of 1995 Certain statements contained in this release are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by

  3. Slide 3: Agenda

    Agenda 2Q Fiscal 2022 Webcast – May 24, 2022  Second Quarter Highlights  Sales Performance and Earnings Review  Balance Sheet and Cash Flow  Enterprise Performance  3Q 2022 and FY 2022 Guidance  Q&A Sundaram Nagarajan Joseph Kelley Lara Mahoney President and Executive Vice President, Vice Pres

  4. Slide 4: Q2 2022 Highlights

    Q2 2022 Highlights • Order entry remains robust with a favorable second quarter book-to- bill ratio Strong sales and earnings growth with NBS Next execution • Deploying the NBS Next growth framework • The Nordson Impact, our investment in the communities, remains strong 4

  5. Slide 5: Total Company – 2Q 2022

    Total Company – 2Q 2022 2Q 2022 Sales Bridge Sales  Reported sales increased 8% $21  7% organic growth; 4% acquisitive growth; (3)% currency impact  Organic sales increase was driven by strong demand across most end markets. Growth was negatively impacted by ~$20 million related to China COVID 2Q

  6. Slide 6: Industrial Precision Solutions – 2Q 2022

    Industrial Precision Solutions – 2Q 2022 2Q 2022 IPS Sales Bridge Sales  6% sales increase, despite currency headwinds of 4%  China COVID lockdowns negatively impacted sales ~$15 million  Organic growth was driven by polymer processing product lines, plus steady growth in consumer non- durables 2

  7. Slide 7: Advanced Technology Solutions – 2Q 2022

    Advanced Technology Solutions – 2Q 2022 2Q 2022 ATS Sales Bridge Sales  Sales increased 10%, to a record $319 million  11% organic growth; (2)% currency impact  Growth was across most major product lines, particularly in electronics dispense, test and inspection and biopharma fluid component prod

  8. Slide 8: Balance Sheet and Cash Flow

    Balance Sheet and Cash Flow Strong Cash Flow with Sufficient Liquidity to Invest in Strategic Initiatives Net Debt Free Cash Flow  Cash totaled $121 million  Strategic investments in inventory to address supply chain constraints and support growth  0.9 net debt leverage ratio based on trailing 12

  9. Slide 9: Enterprise Highlights

    Enterprise Highlights Accelerating NBS Next deployment End market demand remains strong Record growth in ATS Segment • Launched NBS Next Accelerator • Growth drivers remain strong in • Customer trends drive growth: Training medical and electronics end markets expanding capacity, onshoring, • Real No

  10. Slide 10: 3Q Fiscal 2022 Guidance

    3Q Fiscal 2022 Guidance 3Q 2022 Sales Guidance Steady Growth 3Q 2022 Sales Guidance $647 $640 - $655  Order entry remains strong in Q2 with a favorable book-to-bill ratio $538  Backlog over $1 billion related to extended shipment dates for large orders in electronics, industrial and medical end ma

  11. Slide 11: Full-Year Fiscal 2022 Guidance

    Full-Year Fiscal 2022 Guidance Full-Year Sales Guidance Full-Year Growth from Record 2021 $2,551 - $2,575 $2,563 $2,362  Fiscal 2022 sales growth of ~8-9% $2,121  Raising previously issued year-over-year adjusted earnings growth to ~18-21%.  Strong sales and earnings growth against record year is

  12. Slide 12: Questions?

    Questions? Giordson

  13. Slide 13: Reconciliation of Non-GAAP Measures

    Reconciliation of Non-GAAP Measures Adjusted Operating Profit and EBITDA (Dollars in thousands) 13

  14. Slide 14: Reconciliation of Non-GAAP Measures

    Reconciliation of Non-GAAP Measures Profitability (Dollars in thousands) 14

Nordson — Q2 2022 Earnings Presentation on 6ix