Rpm International Inc. · NYSE:RPM
Rpm International — Shareholder Meeting (October 2021)
14 slides from Rpm International's shareholder meeting presentation, Oct 7, 2021
Slide 1: Annual Meeting of Stockholders
Annual Meeting of Stockholders Frank C. Sullivan Chairman and CEO October 7, 2021
Slide 2: Forward-Looking Statements & Regulation G
Forward-Looking Statements & Regulation G This presentation contains “forward-looking statements” relating to our business. These forward-looking statements, or other statements made by us, are made based on our expectations and beliefs concerning future events impacting us and are subject to uncert
Slide 3: MAP to Growth
MAP to Growth PURPOSE VISION To position RPM for sustained, profitable growth To transform RPM into a more connected creating superior value for its customers, and efficient company focused on entrepreneurs, associates and shareholders. operational excellence and continuous improvement, while mainta
Slide 4: MAP to Growth Successfully Completed
MAP to Growth Successfully Completed Cost Saving Target Exceeded by $30 Million Center-Led Manufacturing WAVES PLAN Annualized Run Rate •Launched MS-168 manufacturing system $ in millions $86 $320 •Reduced manufacturing footprint by 28 facilities EBIT EBIT $106 $290 •Consolidated production to more
Slide 5: RPM Quarterly Performance
RPM Quarterly Performance FY2019 through FY2021 Growth Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 (Year Over Year Change) 2019 2020 2020 2020 2020 2021 2021 2021 2021 Sales 2.8% 0.9% 2.8% 2.9% -8.9% 9.1% 6.0% 8.1% 19.6% Adjusted EBIT* 22.4% 25.3% 22.0% 30.4% -11.5% 39.8% 29.7% 32.2% 10.6% Adjusted Diluted EPS* 21.6
Slide 6: 3-Year Cumulative Total Return
3-Year Cumulative Total Return Among RPM, the S&P 500 and a Customized Peer Group RPM’S TOTAL RETURN HAS OUTPERFORMED the S&P 500 by 22% and its Peer Group by 10% over the past 3 years This graph compares the cumulative three-year total return provided to stockholders on RPM International Inc.’s com
Slide 7: Fiscal 2022 First-Quarter Financial Results | Consolidated
Fiscal 2022 First-Quarter Financial Results | Consolidated Earnings challenged by supply disruption and inflation 1Q 1Q 1Q % Change ($ in millions, except HIGHLIGHTS per share amounts) 2022 2021 2020 F22 vs F21 F22 vs F20 • Sales increased 2.7% to a first-quarter record $1.65 billion Sales $1,650 $1
Slide 8: 3 of 4 Segments Overcome Supply Challenges to Grow Top and Bottom Lines in Q1-F22
3 of 4 Segments Overcome Supply Challenges to Grow Top and Bottom Lines in Q1-F22 First-Quarter Ended August 31, 2021 HIGHLIGHTS 30% 17.7% 21.6% • In spite of raw material shortages, 20% 14.5% 15.2% 15.2%14.2% 9.9% supply chain disruptions and inflation, 10% 3.5% 2.7% 3 of 4 operating segments gener
Slide 9: How We Win: A Proven Platform Approach to Sustainable Growth & Value Creation
HOW WE WIN: A Proven Platform Approach to Sustainable Growth & Value Creation CONSTRUCTION PRODUCTS GROUP PERFORMANCE COATINGS GROUP FY21 Sales: $2.1 billion - 34% FY21 Sales: $1.0 billion - 17% Create and drive unique solutions Protecting, decorating and extending for the construction, restoration
Slide 10: RPM is Building a Better World Through…
RPM is Building a Better World Through… Talent Development: Sustainable Products: RISE Roofing Training Sustainable Processes: Restoration Water Reduction Annual Meeting of Stockholders | October 7, 2021 10
Slide 11: Delivering Value to Shareholders
Delivering Value to Shareholders Only 41 publicly traded U.S. companies have an equal or better record* $2.7+ billion $1.75 Paid $1.50 $1.25 47 Consecutive $1.00 Years of Dividend $0.75 Increases $0.50 $0.25 $0.00 '75 '77 '79 '81 '83 '85 '87 '89 '91 '93 '95 '97 '99 '01 '03 '05 '07 '09 '11 '13 '15 '1
Slide 12: Delivering Value to Shareholders
Delivering Value to Shareholders Only 41 publicly traded U.S. companies have an equal or better record* $2.8+ billion $1.75 Paid $1.50 $1.25 48 Consecutive $1.00 Years of Dividend $0.75 Increases $0.50 $0.25 $0.00 '75 '77 '79 '81 '83 '85 '87 '89 '91 '93 '95 '97 '99 '01 '03 '05 '07 '09 '11 '13 '15 '1
Slide 13: Return to Fortune 500
Return to Fortune 500 RPM ranks 489 in first return to list since 1994 “Our return to the prestigious Fortune 500 for the first time since 1994 is an enormous achievement for RPM, particularly when you consider that we reached this milestone amidst a global pandemic that strained economies worldwide
Slide 14: Thank You for Your Investment in RPM
Thank You for Your Investment in RPM “Hire the best people you can find. Create an atmosphere that will keep them. Then let them do their jobs.” Frank C. Sullivan, 1947 Annual Meeting of Stockholders | October 7, 2021 14
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