Lsi Industries Inc. · NASDAQ:LYTS
Lsi Industries — Investor Presentation (March 2023)
11 slides from Lsi Industries's investor presentation, Mar 8, 2023
Slide 1: Fast Forward Strategic Update March 2023
& NASDAQ:LYTS. Fast FORWARD [> STRATEGIC UPDATE MARCH 2023
Slide 2: Disclaimer: Forward-Looking Statements
DISCLAIMER Forward-Looking Statements ‘Tris presentation contains frwarcooking satements'—that is statements related to future events within the meaning of the Private Secures Ligation Reform Act of 1995. The Pruske secures Lingation Refotm Set of WSs provider a sate harSo for frward bolung statemen
Slide 3: We Introduced a Comprehensive Business Transformation Plan in 2020
MEASURING OUR PROGRESS [FY20-FY23] & We Introduced a Comprehensive Business Transformation Plan in 2020 EXPAND ANGE |n 2020, LSI launched The Path Forward, a value-creation framework designed to accelerate revenue growth, margin realization, and profitability Provide Differentiated Transition to Hig
Slide 4: Since 2020, We Have Continued to Build Leading Vertical Market Positions
MEASURING OUR PROGRESS [FY20-FY23] Since 2020, We Have Continued to Build Leading Vertical Market Positions Vertical Markets t @ IT Stempel ill Market Driven Portfolio BREE SSRHIOTS Display Solutions | Scrviccs an ted Display: m Display Elements
Slide 5: Established a High "Say-Do", Delivered Continuous Improvement on Strategic Plan
MEASURING OUR PROGRESS [FY20-FY23] Established a High “Say-Do”, Delivered Continuous Improvement on Strategic Plan The Path Forward delivered on its initial targets ahead of plan, driven by organizational improvements across operations, manufacturing and sales/marketing v v v implemented vertical ma
Slide 6: Consistent Outperformance Vs. Revenue, Margin and Profitability Targets
MEASURING OUR PROGRESS [FY20-FY23] Consistent Outperformance Vs. Revenue, Margin and Profitability Targets Revenue Growth ($M) ‘Adjusted EBITDA Margin ($M)" Eo. <a 9.5%.100% 4s ss 21-549 soc a =" 2020" MBA Organic 2022 20236 Targeted Commerc! Focused Operational Excellence Durable Re Margin Expansio
Slide 7: Introducing Our Fast Forward Initiative
INTRODUCING OUR FAST FORWARD INITIATIVE /si The Five-Year Roadmap to FY28 Current Focus Forward Focus ide and Inside the Building DD) Accelerating © Sczstitmasiyangreen Markets ¥ strategically A oi ceshicaeuny Meseseroe 5 Incremental | | ‘ul Growth Drivers Leveraging 4%, unique : %é Operating : Mode
Slide 8: Fast Forward Expand End-Market Focus
FAST FORWARD EXPAND END-MARKET FOCUS & Incremental Growth Drivers: Leveraging Integrated Solutions in Higher Value Markets Current Focus Forward Focus ‘Adjacent Opportunities Tied to Our Vertical Market Strategy Leverage Trends in Energy, Infrastructure and Evolving Consumer Habits Identityand Grow
Slide 9: Fast Forward Financial Targets [FY23-FY28]
FAST FORWARD FINANCIAL TARGETS [FY23-FY28] Introducing our New, Five-Year Financial Targets Revenue Growth ($M) Adjusted EBITDA / Margin ($M) a eee 150 r $490 ag $100 sarsia 20256" MEA Organic 2028 2028 Growth Targeted Commercial Expansion Durable Stable Margin Ex ¥ High-single-digit organic revenue
Slide 10: Fast Forward Strategic Priorities
FAST FORWARD STRATEGIC PRIORITIES Building Upon a Foundation of Commercial Growth and Operational Execution Enterprise Growth Partner of Choice Business Excellence ¥ Deeper Penetration in Existing Verticals ¥ New Adjacent Solutions for Existing and New Verticals Market Driven New Product /Solutions
Slide 11: LSI Industries Contact Information
LSI INDUSTRIES [NASDAQ: LYTS] Ps, 10000 Alliance Road LSI Information: ywwnilsicorp.com | 800.436.7800 | engage@lsicorp.com — Cincinnati, OH 45242 Investor Relations: Vallum Advisors, Noel Ryan | 720:7782415 | LYTS@vallumadvisorscom ‘Automotive Quick Serve Restaurants CINCINNATLOH | AKRON,OH | BANGO