Amotiv Limited · ASX:AOV
Amotiv — Citi Australia & New Zealand Investment Conference 2021
10 slides from Amotiv's conference presentation, Oct 12, 2021
Slide 1: Citi Australia & New Zealand Investment Conference Presentation
12 October 2021 Manager, Company Announcements ASX Limited Level 4 20 Bridge Street SYDNEY NSW 2000 Dear Sir Citi Australia & New Zealand Investment Conference Presentation 13 October 2021 Attached is a copy of a presentation to be given by Graeme Whickman, Managing Director and CEO, GUD Holdings Li
Slide 2: Citigroup Conference – 13 October 2021
Citigroup Conference – 13 October 2021 GUD HOLDINGS LIMITED Graeme Whickman Martin Fraser GUD HOLDINGS LIMITED Managing Director Chief Financial Officer 1
Slide 3: Overview: FY21 result
GUD HOLDINGS LIMITED Overview FY21 result 2
Slide 4: FY21 Financial Overview
FY21 Financial Overview GUD HOLDINGS LIMITED $M FY21 FY20 % Change Revenue 557.0 438.0 27.2% Organic Revenue 504.4 438.0 15.2% EBIT 97.4 74.3 31.1% NPAT 61.0 43.7 39.6% Underlying EBITDA1 119.4 95.7 24.8% Underlying EBIT1 101.2 80.7 25.4% Underlying Organic EBIT 94.5 80.7 17.1% Underlying Organic EB
Slide 5: FY21 Automotive
FY21 Automotive GUD HOLDINGS LIMITED Record revenue and EBIT performance $M FY21 FY20 % Change • Organic revenue growth of 18.2% overwhelmingly driven by strong growth in volumes Organic Revenue1 390.9 330.7 18.2% • Reseller restocking largely played out by early August 2020 with demand Acquisitions
Slide 6: FY21 Water
FY21 Water GUD HOLDINGS LIMITED Growth in revenues despite continued weakness in export markets $M FY21 FY20 % Change • Demand for the traditional Davey products in Australia and NZ remains solid Revenue 113.5 107.3 5.8% • European pool season had a slow start with demand then rebounding at a Govern
Slide 7: Trading Update: Q1 FY22
GUD HOLDINGS LIMITED Trading Update Q1 FY22 6
Slide 8: FY22 Trading – Q1 Update
FY22 Trading – Q1 Update GUD HOLDINGS LIMITED Demand has remained resilient despite widespread and protracted lockdowns • Covid-19 lockdowns in Q1 have seen localised/regionalised, rather Mobility Trends in Australia* than universal, impacts. Easing of movement restrictions is beginning to be reflec
Slide 9: FY22 Outlook
FY22 Outlook GUD HOLDINGS LIMITED Actions underway to address inflationary pressures and margins Potential COVID-19 Effects • Smaller Automotive businesses have implemented first round price rises in Q2. No further Tailwind Headwind price rises are expected in FY22 given robust increases achieved •
Slide 10: Disclaimer
Disclaimer GUD HOLDINGS LIMITED Important notices This Presentation has been prepared by GUD Holdings Limited (ABN 99 004 400 891) (“GUD” or “Company”). Summary information This Presentation contains summary information about GUD and its activities current as at October 13 2021. The information in t
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