Azz Inc. · NYSE:AZZ
Azz — Investor Presentation (July 2020)
16 slides from Azz's investor presentation, Jul 7, 2020
Slide 1: AZZ Inc. Investor Presentation July 2020
AZZ Inc. Investor Presentation July 2020
Slide 2: Safe Harbor Statement
INVESTOR PRESENTATION Safe Harbor Statement Certain statements herein about our expectations of future events or results constitute forward-looking statements for purposes of the safe harbor provisions of The Private Securities Litigation Reform Act of 1995. You can identify forward-looking statemen
Slide 3: Overview
INVESTOR PRESENTATION Overview AZZ is a global provider of galvanizing and metal coating services, welding solutions, specialty electrical equipment and highly engineered services to the power generation, transmission, distribution, refining and industrial markets. Significant Barriers to Solid Oper
Slide 4: COVID-19 Summary
INVESTOR PRESENTATION COVID-19 Summary Discontinued previously issued guidance Impact on Financial Results Galvanizing business remains solid, Electrical business continuing to process backlog, Industrial saw a shift of projects out of Q1 and into Q2 and Q3. Cash balance of $36.7 million as of
Slide 5: Strategic Direction
INVESTOR PRESENTATION Strategic Direction • Long term strategy to grow Metal Coatings organically and with a robust acquisition program, while targeting 21-23% Operating Margins • Focus on operating excellence and providing outstanding customer service • Assumes continued inorganic growth in Galvani
Slide 6: Metal Coatings and Energy Segments
INVESTOR PRESENTATION Metal Coatings Energy Segment Galvanizing, Surface Technologies Electrical Systems Welding Solutions 1 2 3 Multiple Infrastructure Markets Industrial, T&D, Power, Electric Utility Refinery & Power Hot Dip Galvanizing E-houses, Switchgear, Medium and Specialty Welding, Powder Co
Slide 7: Metal Coatings
INVESTOR PRESENTATION Metal Coatings The Metal Coatings Segment provides hot-dip 1 galvanizing, powder coating, plating and other metal coatings to the steel fabrication industry through 48 facilities located throughout the United States and Canada 7
Slide 8: Metal Coatings end markets
INVESTOR PRESENTATION Electrical Utilities Industrial OEMs Recreation Petrochemical Agriculture Bridge & Highway Construction 8
Slide 9: Metal Coatings market position and adjacency opportunities
INVESTOR PRESENTATION Metal Coatings’ leading hot-dip galvanizing market position in North America offers adjacency opportunities in corrosion protection. North America’s largest galvanizer • 41 locations throughout the U.S. and Canada • Differentiate on service & quality Expand into market Inorgani
Slide 10: Energy Segment
INVESTOR PRESENTATION The Energy Segment is a manufacturer of specialty electrical equipment focusing on safe and reliable transmission of power from generation sources to end customers, and a specialty welding service provider that ensures the safety and reliability of critical infrastructure in th
Slide 11: Electrical infrastructure products
INVESTOR PRESENTATION 2 AZZ builds, maintains, rehabilitates and strengthens electrical and industrial infrastructure globally Enclosure Systems Switchgear Systems High Voltage Bus Medium Voltage Bus Hazardous Duty Lighting Tubular Products • Manufacturer of custom • Leading independent • Global lea
Slide 12: Specialized welding maintenance solutions
INVESTOR PRESENTATION Worldwide leader in developing and delivering specialized maintenance solutions through automated welding, weld cladding and weld overlay technologies that extend the lifetime and 3 maximize the value of assets throughout the energy industry. Coke Drum Repair Waterwall Services
Slide 13: Key Indicators
Key Indicators 13
Slide 14: Key Indicators
INVESTOR PRESENTATION Key Indicators Metal Coatings Segment • Galvanizing • Will fabrication activity remain stable through summer? • Surface Technologies • When will our major customers either reopen, or get back to normal production levels? Energy Segment • IPG • When will Europe and India open up
Slide 15: Guiding Values
INVESTOR PRESENTATION 4 operating in a culture of Trust, Respect, Accountability, JAtegrity Teamwork, an GUIDING VALUES We Value Our Dedicated Employees and their communities by fully training and equipping them, and providing a safe environment to grow spiritually, personally, and professionally. W
Slide 16: Thank You
Thank You