Littelfuse, Inc. · NASDAQ:LFUS
Littelfuse — Oppenheimer 18th Annual Industrial Growth Conference 2023
5 slides from Littelfuse's conference presentation, May 8, 2023
Slide 1: Oppenheimer Industrial Growth Conference
OPPENHEIMER INDUSTRIAL GROWTH CONFERENCE Dave Heinzmann, President & CEO Meenal Sethna, EVP & CFO May 8, 2023 1
Slide 2: Disclaimers
DISCLAIMERS Important Information About Littelfuse, Inc. This presentation does not constitute or form part of, and should not be construed as, an offer or solicitation to purchase or sell securities of Littelfuse, Inc. and no investment decision should be made based upon the information provided he
Slide 3: 2021 – 2025 Growth Strategy: Empowering a Sustainable, Connected & Safer World
2021 – 2025 GROWTH STRATEGY EMPOWERING A SUSTAINABLE, CONNECTED & SAFER WORLD Our capabilities, investments & diversification deliver significant value Littelfuse, Inc. © 2023 3
Slide 4: 2021 – 2025 Framework: Continued Top Tier Shareholder Returns
2021 – 2025 FRAMEWORK CONTINUED TOP TIER SHAREHOLDER RETURNS CAPITAL REVENUE EARNINGS CASH FLOW ROIC ALLOCATION • Double-digit • EPS growth • 100%+ free • 5-year goal: • Return 40% revenue > revenue cash flow high-teens of free cash CAGR growth conversion ROIC % flow to shareholders • 17 – 19% • Cap
Slide 5: Diversification of Technologies, End Markets & Geographies Delivers Double-Digit Revenue & Earnings CAGR
DIVERSIFICATION OF TECHNOLOGIES, END MARKETS & GEOGRAPHIES DELIVERS DOUBLE-DIGIT REVENUE & EARNINGS CAGR $18.00 $2,500 15-, 10-, 5-yr CAGRs* Expanded Sales +11% to +16% $2,250 Adj EPS +17% $16.00 market leadership & $2,000 $14.00 profitability $1,750 $12.00 Playbook to successfully Sales $1,500
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