Ama Group Limited · ASX:AMA
Ama — Australian Microcap Investment Conference 2014
10 slides from Ama's conference presentation, Oct 22, 2014
Slide 1: Australian Microcap Investment Conference
For personal use only Australian Microcap Investment Conference October 2014 Presented by Ray Malone – CEO & Executive Director
Slide 2: AMA Group – who we are
AMA Group – who we are For personal use only Focused on the automotive aftercare and accessories market Vehicle Protection Vehicle Panel Repair Automotive Electrical & Automotive Component Products & Accessories Cable Accessories Remanufacturing FY14 Revenue ~$29m (pro-forma) ~$31m (pro-forma) $17.9
Slide 3: FY14 results
FY14 results For personal use only First half 2014 was challenging but AMA performed strongly in the second half 1H14 result 2H14 result HoH % FY14 result ($m) ($m) variance ($m) Revenue1 30.82 33.54 9% 64.36 EBITDA1 4.25 5.07 19% 9.32 NPAT1 2.63 3.25 24% 5.88 Net operating cashflows 0.92 5.11 455%
Slide 4: Panel Repair strategy
Panel Repair strategy For personal use only AMA is at the centre of an increasingly specialised industry that is highly fragmented and undergoing significant consolidation Prestige repairs though a limited number of authorised repairers Minor repairs driven by insurers expecting fast turnaround
Slide 5: Panel Repair strategy – major acquisitions driving growth
Panel Repair strategy Major acquisitions driving growth For personal use only Repair Management Australia Mr. Gloss and the recently acquired RMA are geographically located to maximise synergies and opportunities Exceptional people within the RMA / Gloss businesses Best practice systems and in
Slide 6: New RMA shop in Dandenong South
New RMA shop in Dandenong South For personal use only 5
Slide 7: Vehicle Protection Products strategy
Vehicle Protection Products strategy Major acquisition investment driving results For personal use only Very strong position in Alloy Bullbars with >50% market share in most attractive segments FY15 will see continued rollout of AMA’s systems and processes to deliver earnings upside Future capac
Slide 8: Automotive Electrical & Cable Accessories strategy
Automotive Electrical & Cable Accessories strategy For personal use only Significant organic growth opportunities Product innovation in LED lighting and cable products recently launched with strong initial take-up across multiple sales channels FY15 first quarter indicators have been very positi
Slide 9: Summary
Summary For personal use only Smash repairs industry undergoing significant consolidation and rationalisation AMA very well placed to capitalise on opportunities for growth within this changing industry and across our businesses Advanced due diligence underway on two significant acquisitions i
Slide 10: Thank you
Thank you For personal use only Contact Details: Ray Malone AMA Group Limited PO Box 122 Margate QLD 4019 E: info@amagroupltd.com W: www.amagroupltd.com AMA GROUP LIMITED 9
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