Stealth Group Holdings Ltd. · ASX:SGI
Stealth — Stealth Global Holdings — ShareCafe Small Cap "Hidden Gems" Webinar (March 2022)
17 slides from Stealth's conference presentation, Mar 25, 2022
Slide 1: ASX Media Release: Stealth Investor Webinar Presentation
ASX MEDIA RELEASE Friday, 25 March 2022 ASX: SGI BOARD OF DIRECTORS STEALTH INVESTOR WEBINAR PRESENTATION Chris WhartonAM Chairman Michael Arnold Stealth Global Holdings Ltd (ASX: SGI) (the Company or Stealth) a leading industrial distribution group Group Managing Director & CEO specialising in indu
Slide 2: Company Presentation: A Leading Industrial Distribution Group
Stealth Global Holdings Ltd ASX: SGI …. A Leading Industrial Distribution Group April XX, 2019 H erz ogenaurac h Company Presentation ShareCafe Small Cap "Hidden Gems" Webinar 25 March, 2022
Slide 3: Compelling Investment Proposition
We are on a pathway to be Australia’s market leader of Industrial MRO supplies distribution Compelling Investment Proposition 1 Leading pure-play distributor of industrial MRO supplies, fast-growing revenue and profit profile, with high ongoing demand for our everyday products and services 2 Well-po
Slide 4: The Stealth Group
The Stealth Group A business-to-business (B2B) and business-to-consumer (B2C) distributor of industrial maintenance, repairs, operations “MRO” & safety supplies and related services and solutions. Presence Headquarters in Perth, Western Australia. We are focused on Australia and select International
Slide 5: A Look In Our Group
A Look In Our Group 4 25 March 2022 STEALTH GLOBAL STEALTHGI.COM
Slide 6: Strategic Achievements In 1H2022
Significant progress made on our strategy. We are well positioned to deliver significant value Strategic Achievements In 1H2022 1 Record result in first half 2022 demonstrating the resilience of Stealth’s business. 2 Acquired two companies to drive future growth. $26m pa. new sales, +2,000 customers
Slide 7: Growth Journey Since September 2018
Growth Journey Since September 2018…. Strong M&A Track Record Acquired Oct 2018 Acquired May 2019 Acquired Dec 2020 Acquired Sept 2021 Acquired March 2022 Start Up in 2H22 WE HAVE INVESTED PRUDENTLY TO BUILD SIZE, SCALE AND OPERATING LEVERAGE Annual Sales Physical Store Products Available Customers
Slide 8: Value Creating Business Model
Value Creating Business Model Connecting thousands of our products to customers of all types and sizes in every industry OMNICHANNEL SERVICE PORTFOLIO ALONG THE VALUE CHAIN 2,500 5,500 Suppliers Sourcing Market Distribution Centres & Services & eCommerce Branches & Sales and Customer Business insigh
Slide 9: Key strengths that provide distinct competitive advantage
Key strengths that provide distinct competitive advantage…. We hold an advantaged position with our…. Comprehensive market coverage across Australia Extensive supply chain infrastructure People & Culture One of Australia’s largest distribution networks of company owned and independent retailer asset
Slide 10: Board and Corporate Summary
Board and Corporate Summary Well balanced experienced team, established to support today's business and its future direction 31 Dec 31 Dec % Half Year Comparison change 2021 2020 Market Cap $m 14.5m 10.0m +45.0% Share Price (cents) 14.5 10.0 +45.0% Chris Wharton AM Mike Arnold John Groppoli Simon Po
Slide 11: 2H22 Trading Performance
Short-to-medium Term Outlook 2H22 Trading Performance …. Stronger business model, materially increased scale, balanced portfolio poised for further outperformance to 2025 • Positive momentum and customer demand is strong. • Solid start to 2H. Group Sales up 30% like-for-like and GP$ up 24% like-for-
Slide 12: Vision Of The Stealth Group
Vision Of The Stealth Group Our Ambition is to transform the delivery of industrial MRO products and solutions in Australia as the market leader. is to connect our products and solutions into every workplace, every industry and in residential (at home), Our Mission through an omnichannel approach. N
Slide 13: Focused on creating shareholder value
Focused on creating shareholder value − Organic growth in value generating areas Disciplined Investment − Acquisitions and Partnerships − CapEx light model − Margin expansion Performance Improvement − 25%+ Incremental YOY sales growth − EBITDA +8% target by 2025 − Increase Operating Cash Flow Cash G
Slide 14: Key pillars to deliver on our growth strategy
Key pillars to deliver on our growth strategy Six primary value levers….. short-to-medium horizon priorities Priority 1 Priority 2 Priority 3 Capitalise on opportunities from One-stop connected portfolio strategy - Improve financial performance recent acquisitions leveraging scale advantage (margin,
Slide 15: Key Messages
We Are Excited About The Future Key Messages Organic and M&A-led growth We operate in a large, We are one of the largest Long-standing and well- track record, with exposure to fragmented and attractive networks of company owned diversified partnerships with diversified end markets $40b addressable m
Slide 16: A Leading Industrial Distribution Group
A Leading Industrial Distribution Group Specialising in industrial maintenance, repairs, operations “MRO” & safety supplies and related services and solutions. ABN 25 615 518 020 Level 2,43 Cedric Street, Stirling, Western Australia 6021 www.stealthgi.com 25 March 2022 STEALTH GLOBAL STEALTHGI.COM
Slide 17: Leadership Team
Leadership Team Mike ARNOLD Luke CRUSKALL John BOLAND Brendan ROSSITER Jessica RICH Phil PODGORSKI Michelle SCHOEMAN Group Managing Group Chief Operating Group Chief Group Financial Chief Marketing Chief Information Group Manager Director & CEO Officer Financial Officer Controller Officer Officer Ex
Stealth Global Holdings — ShareCafe Small Cap "Hidden Gems" Webinar (March 2022) on 6ix