Stealth Group Holdings Ltd. · ASX:SGI
Stealth — Stealth Global Holdings — ShareCafe Small Cap Hidden Gems Webinar (November 2021)
16 slides from Stealth's conference presentation, Nov 26, 2021
Slide 1: ASX Media Release
ASX MEDIA RELEASE 26th November 2021 BOARD OF DIRECTORS Chris WhartonAM STEALTH INVESTOR WEBINAR PRESENTATION Chairman Michael Arnold Group Managing Director & CEO Stealth Global Holdings Ltd (ASX: SGI) (the Company or Stealth) is pleased to advise the presentation is now available of ShareCafe’s Sm
Slide 2: Investor Presentation
An Australian multinational leading distribution group of Industrial MRO supplies An Australian Public Listed Company. ASX Code: SGI Investor Presentation Friday 26 November 2021 Mike Arnold Group Managing Director & CEO 1 An Australian Public Listed Company. ASX Code: SGI
Slide 3: About Stealth
About Stealth Corporate Video https://vimeo.com/573851956 26 November 2021 | www.stealthgi.com Investor Presentation 2
Slide 4: About Stealth – Value Proposition
About Stealth Value Proposition Diverse operating Extensive supply chain Broad-line product range businesses with infrastructure. and in-stock offering. multichannel offering. Tailored supply solutions model. Our Build Australia’s leading distribution group of Industrial MRO supplies and Vision othe
Slide 5: SGI Board & Corporate Summary
SGI Board & Corporate Summary 30 June 30 June % 2021 2020 change Market Cap $m 11.0m 6.5m +59.9% Share Price (cents) 11.0 6.9 +59.4% Chris Wharton AM Mike Arnold John Groppoli Simon Poidevin AM OAM Jessamyn Lyons Net Debt $m1 4.2m 1.4m (207%) Chairman & Non-Executive Group Managing Director Non-Exec
Slide 6: Our History Profile
Our History Profile Since Listing on the ASX in October 2018 we have invested to build a larger distribution group. Strong M&A Track Record $90m annual 2018 2019 2019 2019 Dec 2020 Aug 2021 Today sales run-rate • 1 million products available • 300,000 products in DC’s stores • 210 team members Acqui
Slide 7: A Look Inside Our Business
A Look Inside Our Business 6 26 November 2021 | www.stealthgi.com Investor Presentation 6
Slide 8: Supply Solutions & Services Model
Supply Solutions & Services Model Tailored model for customers with more complex or specific needs. Product-On-Demand Expert On-site Mobile Vending Team Stores Stores Solutions Access Stock, Anytime, Anywhere On-Site Solutions • Managed Inventory across customer facilities, special projects and site
Slide 9: Group Highlights – A Standout Year
Group Highlights – A Standout Year FY21 Record year for revenue and profit. REVENUE * ^ $69.7 ↑ 2.5% UNDERLYING EBITDA # ↑ 41% $4.5 AUSTRALIA REVENUE $66.5 MILLION ↑ 17% UK DOMESTIC JV REVENUE ^ $2.0 MILLION ↑ 82% NET PROFIT AFTER TAX BEFORE SIGNIFICANT ITEM COSTS $1.6 ↑ 40% FY21 GROSS PROFIT MARGIN
Slide 10: Group Highlights – A Standout Year
Group Highlights – A Standout Year Progress on build and buy strategy. Growth Achievements Combined Today Acquisitions Stores Range - C&L Tool Centre - 6 new company stores - 600,000 new products - Skipper Transport Parts - 17 new onsite locations 2019 2020 2021 2019 2020 2021 2019 2020 2021 Team Me
Slide 11: Digital & Online Transformation
Digital & Online Transformation Accelerated eCommerce platforms and Online marketplaces Features ü EDI, Punchout ü Product content ü CRM ü Data & Analysis ü Internal TV channel ENHANCEMENT B2C / B2B B2B / B2C B2C PORTAL B2B / B2C ü Shopping Cart www.stealthgi.com www.cltoolcentre.com.au www.heatleys
Slide 12: Marketing & Advertising Refresh
Marketing & Advertising Refresh More value and opportunities for our Supplier Partners 26 November 2021 | www.stealthgi.com Investor Presentation 11
Slide 13: Strategy Next 3 Years
Strategy Next 3 Years Supporting the portfolio through a build and buy strategy to further improve competitiveness and grow market share. Satisfactory return Building Australia’s leading distribution group of Industrial MRO supplies holding an advantaged market position to shareholders 01 02 03 04 0
Slide 14: Investment Merits
Investment Merits Well positioned for future growth as a genuine alternative Advantaged market positions 01 02 03 • Emergent Industry Leader position in WA and Queensland. Customer and market share Experienced management Network growth – more • #1 in WA in range depth of Industrial MRO growth expect
Slide 15: Important Notices and Disclaimer
Important Notices and Disclaimer This document has been prepared by Stealth Global Holdings (the Company) and is provided for information purposes only. This or fairness of the information, opinions, forecasts, reports, estimates and conclusions contained in this document. No Limited Party document
Slide 16: Last Page
An Australian multinational leading distribution group of Industrial MRO supplies An Australian Public Listed Company. ASX Code: SGI Last Page 15 An Australian Public Listed Company. ASX Code: SGI
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