Ama Group Limited · ASX:AMA
Ama — Thorney Investment Forum 2019
11 slides from Ama's conference presentation, Nov 20, 2019
Slide 1: Thorney Investment Forum – Company Presentations
THORNEY OPPORTUNITIES LTD ACN 080 167 264 For personal use only ASX Announcement: 20 November 2019 ASX Code: TOP THORNEY INVESTMENT FORUM – COMPANY PRESENTATIONS Please find attached a company presentation from AMA Group Limited [ASX:AMA] being presented at today’s Thorney Investment Forum in Melbou
Slide 2: World Class Automotive Solutions
Page 1 For personal use only WORLD CLASS AUTOMOTIVE SOLUTIONS
Slide 3: About Us
Page 2 About Us. For personal use only Industry leader in key automotive industry sectors: Vehicle Panel Repairs – National footprint of c. 130 panel sites offering a unique service proposition to key insurance customers and their policy holders. Automotive Components and Accessories – Business focu
Slide 4: Our Journey
Page 3 2018: Blackstone Deal 2018: Colinton Our Journey. Blackstone Group seeks to acquire Panel Division for $508 million, however, the Investment Colinton Capital Partners (together with MFI / For personal use only ATO refused AMA’s request AusSuper) acquire c.13.5% for a Ruling for Demerger of sh
Slide 5: FY2019 Highlights
Page 4 FY2019 Highlights. For personal use only REVENUE $616m NORMALISED YOY GROWTH EBITDA $58.2m 20.9% NET PROFIT AFTER YOY GROWTH 11.6% TAX $21.7m YOY GROWTH BASIC EPS 43.7% 4.00c YOY GROWTH 1.12c | 38.9% • SUCCESSFUL • NEW BOARD • LAUNCHED • WORLD • BRAND CONNECTION ACQUISITIONS PEOPLE PROCESSES
Slide 6: History to Sustainable Earnings Growth
Page 5 History to Sustainable Earnings Growth. For personal use only Reported Revenue Reported EBITDA 700,000 60,000 600,000 50,000 500,000 40,000 AUD $’000 AUD $'000 400,000 30,000 300,000 20,000 200,000 100,000 10,000 0 0 FY15 FY16 FY17 FY18 FY19 FY15 FY16 FY17 FY18 FY19 Financial Year Financial Y
Slide 7: Significant acquisition – S.M.A.R.T and ACM Parts
Page 6 Significant acquisition – S.M.A.R.T and ACM Parts. For personal use only In line with our strategy, our continued focus on pursuing sizeable acquisitions culminated in the successful completion of the acquisition of 90% of Capital S.M.A.R.T and 100% of ACM Parts Pty Ltd on 31 October 2019. Th
Slide 8: What S.M.A.R.T brings to AMA Group
Page 7 What S.M.A.R.T brings to AMA Group. For personal use only Second largest smash repair business in Australia • Specialist in low (S.M.A.R.T) to medium (S.M.A.R.T Plus) severity repairs in metropolitan areas in Australia and New Zealand • S.M.A.R.T’s unique business model integrates with insure
Slide 9: Significant improvements made to corporate governance structure
Page 8 Significant improvements made to corporate governance structure in the last 12 months. For personal use only Andy Hopkins appointed Group CEO New CFO Recruited (Steven Becker – Ex-Mantra Group) Transition of Chairmanship from Ray Malone to Anthony Day (senior insurance industry exec) Auditor
Slide 10: Strategy and Outlook
Page 9 Strategy and Outlook. AMA HAS MULTIPLE OPPORTUNITIES TO CONTINUE ITS GROWTH BOTH ORGANIC For personal use only ALLY AND VIA ACQUISITION - THE ACQUISITION OF CAPITAL S.M.A.R.T AND ACM ENHANCES ITS CAPABILITY AND CREATES A PLATFORM TO PURSUE AND CAPITALISE ON FU Continue toRTHER lead theGROWTH
Slide 11: Disclaimer
Page 10 Disclaimer. For personal use only 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