Dcc Plc · LSE:DCC
Dcc — Investor Presentation (February 2022)
11 slides from Dcc's investor presentation, Feb 15, 2022
Slide 1: DCC Technology: Our Growth Opportunity
DCC Technology Our Growth Opportunity
Slide 2: Our business today
DCC Technology Our business today
Slide 3: How we add value for our partners
DCC Technology How we add value for our partners We help our vendors and customers to grow their business A leading specialist distribution partner for We make the market through sales, marketing, and solutions global technology brands and customers By specialising, we add more value for our partner
Slide 4: Our footprint & scale
DCC Technology Our footprint & scale 1 £1.8bn* £3.7bn* turnover turnover 2.2m sq. feet 2.0m sq. feet 204k sq. metres 186k sq. metres 26 warehouses across 39 warehouses ~1,500 ~3,400 employees employees 2,500 63,000 emerging & reseller & retailer *Pro forma global brands customers 4 DCC Technology 15
Slide 5: We play in seven deep specialisms so far
DCC Technology We play in seven deep specialisms so far Specialisms we are currently focused on Consumer Mobile B2B Pro AV Enterprise Lifestyle Pro-Audio & MI Market growth CAGR ~2% ~5% ~5% ~5% ~2% ~4% ~4% Sources: Retail Economics, Canalys, NPD, Avixa, LEK 5 DCC Technology 15 February 2022
Slide 6: Growing margins with added-value & specialism
DCC Technology Growing margins with added-value & specialism Gross margin % Own Brand Private & white Deep label solutions within Specialisms complementary Value A combination of categories Services, configuration, product specialism Volume bundles, install, & exclusive channels >30% Low touch distr
Slide 7: Growing our margins while scaling our platforms
DCC Technology Growing our margins while scaling our platforms £6.0b Turnover £3.1b Platform FY2018 FY2022e 10% Adjacent c.10.0% Margin Gross 7.6% 5% 7 DCC Technology 15 February 2022
Slide 8: Leading market positions and specialist focus
DCC Technology Leading market positions and specialist focus • Now the leading specialist distributor of Pro AV • Leading distributor of premium appliances and entry into lifestyle products • Platform for acquisitions in growing, fragmented, $34b market with modest 7% current share • Sustainability
Slide 9: Sustainability
DCC Technology Sustainability COMMERCIAL O P E R AT I O N A L 9 DCC Technology 15 February 2022
Slide 10: Positioned to win
DCC Technology Positioned to win Buoyant (R)Etail tech sector growing through revolution + our platforms and + high growth specialisms Key role specialisms of distribution 10 DCC Technology 15 February 2022
Slide 11: Thank you for joining us
Thank you for joining us Email your questions to investorrelations@dcc.ie