Gentherm Inc · NASDAQ:THRM
Gentherm — J.P. Morgan Auto Conference 2018
10 slides from Gentherm's conference presentation, Aug 8, 2018
Slide 1: Gentherm - Phil Eyler, President & CEO
((j))) GENTHERM Phil Eyler, President & CEO August 8, 2018
Slide 2: Forward-Looking Statement
Forward-Looking Statement ((j))) GENTHERM Except for historical information contained herein, statements in this presentation are forward-looking statements that are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements
Slide 3: Use of Non-GAAP Financial Measures
Use of Non-GAAP Financial Measures ((j))) GENTHERM In addition to the results reported in accordance with GAAP throughout this presentation, the Company has provided information regarding “earnings before interest, taxes, depreciation and amortization, deferred financing cost amortization, transacti
Slide 4: Our Path
Our Path (|) GENTHERM GLOBAL EXPANSION AUTOMOTIVE Su? MARKET ENTRY Quickly established Launch of the first Continued organic Focused growth ourselves as a leader heated and cooled growth enhanced by Alignedportfolio in thermoelectric automotive seat in acquisition of W.E.T. Sharpened execution techn
Slide 5: Competitive Footprint Advantage
Competitive Footprint Advantage (|) GENTHERM e Sales & Support e@ Engineering e Manufacturing f¥ 26 Locations 2 13,000+ People fil S1.0B Revenue * * 2017 Pro forma includes full year of Etratech revenue \ Well positioned to serve our customers and grow in Technology to the next degree™ Proprietary ©
Slide 6: (()))) GENTHERM
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Slide 7: (()))) GENTHERM
(()))) GENTHERM Accelerate Core Introduce Innovative Drive Battery Expand Patient Automotive Climate Microclimate Solution Thermal Thermal Solutions and Comfort Growth Management Proprietary © Gentherm 2018 7
Slide 8: 2018 Guidance & 2021 Outlook
2018 Guidance & 2021 Outlook (|) GENTHERM 2018E 2021E Revenue Growth (35% Organi) = Organic CACR Operating Expenses % of Revenue 20 - 22% 15% - 17% Gross Margin 29-31% 30 - 32% Adjusted EBITDA Margin 14-15% High teens ROIC 12-13% > 20% Aspiration to grow revenue to over $2.5B by Technology to the ne
Slide 9: Why Gentherm?
Why Gentherm? (|) GENTHERM ¢ Pure play leader in thermal management * Global automotive market is large and massively under- penetrated with climate and comfort solutions ¢ Unique, innovative solutions key to vehicles of the future ¢ Global reach and industry-leading manufacturing capabilities ¢ Str
Slide 10: (()) GENTHERM
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