Slide 1: Third Quarter Fiscal 2022 Webcast
Third Quarter Fiscal 2022 Webcast August 23, 2022 NBS NEXT OWNER MINDSET WINNING TEAMS
Slide 2: Safe Harbor Statement
Safe Harbor Statement Click to edit title Under the Private Securities Litigation Reform Act of 1995 Certain statements contained in this release are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by
Slide 3: Agenda
Agenda 3Q Fiscal 2022 Webcast – August 23, 2022 ▪ Third Quarter Highlights ▪ Sales Performance and Earnings Review ▪ Cash Flow and Balance Sheet ▪ Enterprise Performance Update, including CyberOptics acquisition ▪ Confirming Fiscal 2022 Full-Year Guidance ▪ Q&A Sundaram Nagarajan Joseph Kelley Lara
Slide 4: 3Q 2022 Highlights
3Q 2022 Highlights Record sales performance Strong execution with NBS Next 1 from strong demand driving record results Steady deployment of the 2 NBS Next growth framework Dedicated employees 3 driving results 4
Slide 5: Total Company – 3Q 2022
Total Company – 3Q 2022 3Q 2022 Sales Bridge Quarterly Sales Results ▪ Reported sales increased 2% $23 ▪ Constant currency sales increased 7%, driven by 4% organic growth plus the acquisition impact ▪ Record sales of $662 million driven by strong demand across most end markets, particularly in elect
Slide 6: Industrial Precision Solutions
Industrial Precision Solutions 3Q 2022 IPS Sales Bridge Sales ▪ 1% sales decrease. By comparison, IPS had record sales in 3Q21 driven by $20 million in orders pulled forward from the fourth quarter ▪ Constant currency sales increased 5% driven by acquisition impact of 7% 3Q 2021 Acquisition 3Q 2022
Slide 7: Advanced Technology Solutions
Advanced Technology Solutions 3Q 2022 ATS Sales Bridge $29 Sales ▪ Sales increased 7% to $321 million, which beat the 2Q22 quarterly revenue record ▪ 10% organic growth; (3)% unfavorable currency impact ▪ Growth driven by robust demand in all product lines, particularly electronics dispense and biop
Slide 8: Cash Flow and Balance Sheet
Cash Flow and Balance Sheet Strong Cash Flow with Sufficient Liquidity to Invest in Strategic Initiatives Net Debt Free Cash Flow ▪ Cash totaled $129 million ▪ 78% conversion on net income ▪ Net debt was $675 million ▪ Board approved 27% increase in annual dividend ▪ 0.9X leverage ratio based on tra
Slide 9: New Segment Reporting Structure
New Segment Reporting Structure Effective August 1, new reporting structure highlights areas of growth focus Industrial Precision Solutions Medical and Fluid Solutions Advanced Technology Solutions • Proprietary dispensing and processing • Fluid management solutions for medical, • Precisely controll
Slide 10: CyberOptics Acquisition
CyberOptics Acquisition ACQUISITION FEATURES: Systems ▪ Strategic fit for test and inspection division, which includes x-ray, acoustic and optical applications Metrology and Inspection Systems for Wafer-Level and ▪ Expands Nordson’s optical portfolio into sensor technology Advanced Packaging (incorp
Slide 11: Full-Year Fiscal 2022 Guidance
Full-Year Fiscal 2022 Guidance Full-Year Sales Guidance Full-Year Growth from Record 2021 $2,551 - $2,575 $2,563 $2,362 ▪ Fiscal 2022 sales growth of ~8-9% $2,121 ▪ Adjusted earnings growth to ~18-21%. ▪ Midpoint of guidance implies 4Q 2022 sales growth of 10% and earnings growth of 20% compared to
Slide 12: Questions?
Questions? NBS NEXT OWNER MINDSET WINNING TEAMS
Slide 13: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Adjusted Operating Profit and EBITDA (Dollars in thousands) 13
Slide 14: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Profitability (Dollars in thousands) 14