Vontier Corporation · NYSE:VNT
Vontier — Bank of America Industrial Software & Automation Summit 2021
12 slides from Vontier's conference presentation, Sep 23, 2021
Slide 1: Bank of America Industrial Software & Automation Summit
Bank of America Industrial Software & Automation Summit September 23, 2021
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the federal securities laws. These statements include, but are not limited to statements regarding Vontier Corporation’s (the “Company’s”) business and acquisition opportunities, anticipated revenu
Slide 3: Non-GAAP Financial Measures
Non-GAAP Financial Measures This presentation contains references to “core revenue growth,” “free cash flow,” "free cash flow conversion," “adjusted free cash flow,” “adjusted free cash flow conversion,” “adjusted operating profit,” “adjusted operating profit margin,” “adjusted core operating margin
Slide 4: Premier Industrial Technology Company
Premier Industrial Technology Company By Geography¹ RoW Europe 4% Key Financials 10% Market Leader in Mobility Technologies $2.7bn High-Growth 2020 Sales Markets (HGMs) Large, Global Installed Base with 16% GDP+ Historically Low Cyclicality North America Core Revenue Growth 70% Attractive Financial
Slide 5: Gilbarco Veeder-Root Overview
Gilbarco Veeder-Root Overview Overview Strategic Advantages • #1 global supplier of solutions for mobility infrastructure Leader in technology for regulatory and • Customers include the world’s leading convenience stores and commercial fleet brands infrastructure build-out cycles • Products include
Slide 6: GVR is the Only Global Provider of Full-Site Solutions
GVR is the Only Global Provider of Full-Site Solutions Why GVR Wins POINT-OF-SALE SOFTWARE HEAD & BACK OFFICE Large Installed Base SOFTWARE EV CHARGERS DISPENSERS Strong HGM Exposure PAYMENT SOLUTIONS FORECOURT CONTROLLER Technology Leadership Market Leading Software & Workflow Solutions AUTOMATED T
Slide 7: GVR Growth & Transformation Formula
GVR Growth & Transformation Formula $0.4bn $1.9bn Sales in 2002 Sales in 2020 Software, VBS Mobility Hardware Analytics, & & New Infrastructure ~5% >20% & Sensors HGMs Products Solutions OM in 2002 OM in 2020 + Acquisitions + Growth / Improvement = >$0.7bn Deployed for M&A +14% HGM Sales CAGR since
Slide 8: Key Market Dynamics Underpinning Long-Term Growth for GVR
Key Market Dynamics Underpinning Long-Term Growth for GVR Continued Security & HGM Retailer Growth in the Environmental Infrastructure Sophistication Global Car Parc Regulations Build-Out • The global car parc of • Electronic tampering of • Growing car parc • Strategic change in ~1.2bn vehicles is p
Slide 9: Case Study: Expanding Share-of-Wallet with Retail Solutions
Case Study: Expanding Share-of-Wallet with Retail Solutions Grow Digital Solutions The Challenge The Solution The Impact • Customer needed integrated suite of • Converted dispensers from competitor solutions that spanned POS solutions to Additional Sales at dispensers • Upgraded point-of-sale softwa
Slide 10: HGMs Driven by Infrastructure Build-Out and Site Modernization
HGMs Driven by Infrastructure Build-Out and Site Modernization Expand High Growth Markets Fueling Station Demand Technology Upgrades 229 US 100 Doubling station count over next 5 years Gas Kiosk Modern C-Store Europe 33 24 14 China India Investment in technology driven by need to improve productivit
Slide 11: Summary of GVR
Summary of GVR #1 global provider of technology solutions for mobility infrastructure Track record of organic growth, disciplined M&A, and margin expansion Continued tailwinds from substantial car parc and regulatory drivers Large runway of improvement opportunities; Longer-term growth from HGMs and
Slide 12: NION TIER
NION TIER
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