Slide 1: AZZ Inc cover
LAZZ Th eT ih \MENTA NYSE
Slide 2: Forward Looking Statement
Except for the statements of historical fact, this release may contain forward-looking statements that involve risks and uncertainties some of which are detailed from time to time in documents filed by the company with the SEC. Those risks and uncertainties include, but are not limited to: changes i
Slide 3: Company Overview
AZZ is a specialty electrical equipment manufacturer serving the global markets of power generation, transmission, distribution and industrial as well as a leading provider of hot dip galvanizing services to the steel fabrication market nationwide. Company Overview
Slide 4: Total Company Sales By Segment
44% 45% 56% 55% 41% 59% Total Company Sales By Segment Actual FY2008 $320.2 (in millions) Projected FY2009 $420 to $430 (in millions) Projected FY2010 $420 to $440 (in millions) Galvanizing Electrical and Industrial
Slide 5: Total Company Sales By Market Segment
Total Company Sales By Market Segment Actual FY2008 $320.2 (in millions) Projected FY2009 $420 to $430 (in millions) Projected FY2010 $420 to $440 (in millions)
Slide 6: Industrial Utilization
Industrial Utilization Federal Reserve Statistical Release
Slide 7: Electrical and Industrial Products
Electrical and Industrial Products
Slide 8: Electrical and Industrial Products
Electrical and Industrial Products Projected $250 to $260 (in millions)
Slide 9: Power Plant Generation
Power Plant GENERATION TT)
Slide 10: Transmission
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Slide 11: Power Distribution
Power Distribution
Slide 12: Industrial / Commercial
Industrial / Commercial
Slide 13: were Pe
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Slide 14: Backlog
Fiscal 2007 Fiscal 2008 1 st Qtr 2009 2 nd Qtr 2009 3 rd Qtr 2009 Beginning Backlog $73.8 $120.7 $134.9 $155.0 $190.8 Bookings $307.2 $334.4 $106.8 $139.0 $113.3 Shipments $260.3 $320.2 $99.9 $103.2 $108.8 Ending Backlog $120.7 $134.9 $141.8 $190.8 $195.3 Book to Ship Ratio 118% 104% 107% 135% 104%
Slide 15: Galvanizing Services
Galvanizing Services
Slide 16: Galvanizing Services Application and Locations
Application: “After-fabrication” steel corrosion protection Locations: 20 facilities in 11 states
Slide 17: Galvanizing Services
Galvanizing Services Projected FY2009 Projected FY2010
Slide 18: AZZ Fundamentals
LAZZ Th eT ih \MENTA NYSE
Slide 19: Consolidated Net Sales
Consolidated Net Sales ($ In Millions) $420 to $430 $420 to $440
Slide 20: Consolidated Net Sales First Nine Months FY09
Consolidated Net Sales First Nine Months FY09 ($ In Millions)
Slide 21: Earnings Per Share (Fully Diluted)
Earnings Per Share (Fully Diluted)
Slide 22: Earnings Per Share First Nine Months FY09
Earnings Per Share First Nine Months FY09 (Fully Diluted)
Slide 23: Segment Margins
“Faazz sites. Electrical and Industrial Galvanizing Services Products 30% 29% 28% 18.0% 17% 17% 24.9% 16.3% 25% 22.5% 16.0% 14.2% Soi 14.0% 20% 12.0% 10.0% 9.2% 15% 4 8.0% 6.0% 10% 4.0% 5% 2.0% 0.0% 0% 2006 2007 2008 2009 2010 2006 2007 2008 2009 2010 mActual Projected mActual Projected
Slide 24: Electrical and Industrial Products
Electrical and Industrial Products
Slide 25: Cash Provided By Operations / EBITDA / Free Cash Flow
Cash Provided By Operations/ EBITDA/Free Cash Flow ($ In Millions) Projected
Slide 26: Total Bank Debt / Long Term Debt to Equity
Total Bank Debt/ Long Term Debt to Equity ($ In Millions) Projected Debt Projected Debt to Equity Ratio Projected Cash Fiscal Year
Slide 27: Capital Expenditures / Depreciation
Capital Expenditures/Depreciation ($ In Millions) $14.5
Slide 28: Fundamentals: Segment Margins
FUNRAMENTALS LO 25% 20% 15% 10% 5% 0% 30% 5 Electrical and Industrial 7 22% Products 26% 22% 2006 2007 2008 2009 @ Actual @ Projected Galvanizing Services 50% 4% 48% 40% 36% 30% |27% 20% 10% 0% 2006 2007 2008 2009 @ Actual @ Projected
Slide 29: AZZ Inc closing slide
LAZZ Th eT ih \MENTA NYSE