Builders Firstsource, Inc. · NYSE:BLDR

Builders Firstsource — 2016 Deutsche Bank Global Industrials Conference

7 slides from Builders Firstsource's conference presentation, Jun 9, 2016

  1. Slide 1: Building/Building Products - 2016 Deutsche Bank Global Industrials Conference

    Building/Building Products - 2016 Deutsche Bank Global Industrials Conference June 2016

  2. Slide 2: Investment opportunity with significant potential to drive profitable growth

    Investment opportunity with significant potential to drive profitable growth Market leader in a highly fragmented industry Geographic diversity and balanced end market exposure Substantial expected cost savings Opportunity for continued market share gains and ongoing shift towards higher margin prod

  3. Slide 3: Industry leader with geographic and end market diversity

    Industry leader with geographic and end market diversity 396 locations in 40 states (1) (2) Source: Company Data, Pro Sales Magazine (May 2016). (1) Customer data 1Q16. (2) Presence in MSA’s FY15 2

  4. Slide 4: Integration of ProBuild on track, with substantial cost savings expected

    Integration of ProBuild on track, with substantial cost savings expected $ Run Rate Category Summary Description Total (M) (1) Procurement  One entity receives larger rebate percentages due to larger purchasing volume $30-36  Combined company negotiating more favorable terms due to increased scale

  5. Slide 5: Significant runway for topline growth with labor shortages and increased cycle times

    Significant runway for topline growth with labor shortages and increased cycle times spurring demand for value-added products Broad product and service offering ~50% of the material cost of a home Value Added Product Mix 39% and growing (1) Prefabricated Gypsum Roofing & Lumber & Other Lumber compon

  6. Slide 6: Seasoned management team with extensive integration experience

    Seasoned management team with extensive integration experience Years Years with  Builders FirstSource management has an experience BLDR average of over 31 years in the manufacturing, distribution and marketing Floyd F. Sherman 50+ 14 of building products and over 15 years Chief Executive Officer wi

  7. Slide 7: Safe Harbor & Non-GAAP Financial Measures

    Safe Harbor & Non-GAAP Financial Measures Cautionary Notice Statements in this presentation which are not purely historical facts or which necessarily depend upon future events, including statements about forecasted financial performance or other statements about anticipations, beliefs, expectations

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