Ama Group Limited · ASX:AMA
Ama — UBS Emerging Companies Conference 2015
10 slides from Ama's conference presentation, Jun 3, 2015
Slide 1: UBS Emerging Companies Conference
For personal use only UBS Emerging Companies Conference 3 June 2015
Slide 2: Group Overview
Group Overview For personal use only Stable of businesses focused on the automotive aftercare and accessories market Automotive Vehicle Protection Automotive Electrical Vehicle Panel Repair Component Products & Accessories & Cable Accessories Remanufacturing ` — Market leading brands diversified geo
Slide 3: Group Financials
Group Financials For personal use only Strong revenue and earnings growth supported by accretive acquisitions — Very strong financial performance driven by vehicle protection and panel repair segments — Strong operating cash flows of $3.7 million 1H15 (up 301% on 1H14) — Low gearing with significant
Slide 4: Panel Repairs
Vehicle Panel Repairs For personal use only AMA is very well placed for the significant consolidation taking place in panel repairs — In past 12 months AMA has made 3 strategic and accretive acquisitions in panel repair — Strategic footprint in Victoria with Mr Gloss, Repair Management Australia, BM
Slide 5: Panel Repairs (continued): industry undergoing significant consolidation
Vehicle Panel Repairs (continued) For personal use only The panel repair industry is undergoing significant consolidation — Australia’s $3.5 billion panel repair industry is highly fragmented with over-capacity and inefficiency — Industry is undergoing considerable consolidation — In line with Globa
Slide 6: Panel Repairs (continued): strategic network covering Melbourne
Vehicle Panel Repairs (continued) For personal use only AMA has a strategic network covering Melbourne and is developing a national footprint — Through the management of Woods’ 14 shops AMA has a network of 26 repair facilities spanning rapid, minor repairs through to major structural services — The
Slide 7: Protection Products & Accessories
Vehicle Protection Products & Accessories For personal use only Integrated ECB and Custom Alloy business is a leading operator in alloy bullbar market — The integrated East Coast Bullbars (ECB) and Custom Alloy business is a leading manufacturer of alloy bullbars for light and medium vehicles — More
Slide 8: Automotive Electrical & Cable Accessories
Automotive Electrical & Cable Accessories For personal use only Product innovation creating organic opportunities — KT Cable Accessories is a designer, importer and wholesale distributor and Alanco Australia is distributor of automotive, electrical parts & industrial wiring accessories — The market
Slide 9: Automotive Component Remanufacturing
Automotive Component Remanufacturing For personal use only Revenue and margin growth underpinned by management initiatives — Transmission remanufacturing for key OEM brands growing and stable performance of aftermarket brake and driveline hydraulics – driving solid organic growth in this area — Secu
Slide 10: Summary
Summary For personal use only — Panel repair industry is undergoing significant consolidation — AMA is perfectly placed to be a leader in this consolidation — Acquired businesses integrating well — Synergies through productivity and efficiency programs as well as scale and group sourcing benefits —