Atkore Inc. · NYSE:ATKR
Atkore — Investor Presentation (May 2022)
16 slides from Atkore's investor presentation, May 11, 2022
Slide 1: Investor Presentation & Company Overview May 2022
© Atkore Inc. Investor Presentation & Company Overview May 2022
Slide 2: Cautionary Statements
© Atkore Cautionary Statements This presentation is provided for general informational purposes only and it does not include every item which may be of interest, nor does it purport to present full and fair disclosure with respect to Atkore Inc. (the “Company” or “Atkore”) or its operational and fin
Slide 3: Atkore: a Compelling Investment
© Atkore Atkore: a Compelling Investment Disciplined Operational Focus Values-based organization driven by the Atkore Business System Market Leadership Leading market share in key product categories with a portfolio of must-stock products for electrical distributors Opportunities for Growth Multiple
Slide 4: Our Foundation is the Atkore Business System
© Atkore Our Foundation is the Atkore Business System 4
Slide 5: Consolidated Atkore FY 2021 Financial Results
© Atkore Consolidated Atkore FY 2021 Financial Results 5 $88 $978 $97 Volume/Mix2020 M&A / F/X / OtherPrice 2021 $1,765M $2,928M $30 2020 Volume/Mix Input Cost Changes $437 $978 Price $0 M&A / Productivity / Investment / Inflation / F/X / Other 2021 $327M $898M Full Year Adjusted EBITDA Bridge Full
Slide 6: Our Products Are All Around You Everyday
© Atkore Our Products Are All Around You Everyday HDPE Conduit Wire Basket Cable Tray & Fittings Telescoping Sign Support System Cable Tray, Ladder & Fittings Metal Electrical Conduit & Fittings PVC Trunking Electrical Prefabrication Flexible & Liquid Tight Electrical Conduit Industrial Flexible Ele
Slide 7: Leading Market Positions, Brands & Customers
© Atkore Leading Market Positions, Brands & Customers 7 • #1 or #2 market positions in several key product categories in the U.S. • “Must stock” products with short order cycles and reliable service • Quality of products, the strength of brands, scale and national presence Overview Portfolio of Trus
Slide 8: Conduits of Growth
© Atkore Customer Experience Enhancements Multiple megatrends including electrification & digitization providing tailwinds across segments & end-markets Digital Capabilities & Resources Ongoing investment areas across the business to improve market positioning and operational capabilities New Produc
Slide 9: Electrification & Digitization Megatrends
© Atkore Electrification of buildings to support net zero energy transition 9 ▴ Offer a portfolio of products produced in an environmentally conscious manner that are required for new building construction and retrofitting Regulatory pressure to combat climate change across industries and geographie
Slide 10: Example Solutions for Utilities & Renewable Energy
© Atkore 10 Example Solutions for Utilities & Renewable Energy Multiple types of conduit used for underground protection in both the electrical utility and telecommunications industries Select cable management, metal framing, and mechanical tubing products used in renewable energy applications such
Slide 11: Capital Deployment Focused on Driving Growth
© Atkore On track to exceed plan to deploy over $1 billion in cash over next two to three years1; Deployed ~$325 million in first half of 2022 Capital Deployment Focused on Driving Growth Capital Deployment Model Capital Expenditures, Organic Growth, and Capacity Investments M&A Stock Repurchases Pr
Slide 12: Committed to Driving Positive ESG Impacts
© Atkore Committed to Driving Positive ESG Impacts Launched 2021 Sustainability Report Sustainability Efforts Recently Recognized by Leading Independent Organizations Ranked #48 by Newsweek for America’s Most Responsible Companies 2022 Received Great Place to Work® certification for the 2nd year in
Slide 13: Questions? Thank You!
© Atkore Inc. Questions? THANK YOU!
Slide 14: Adjusted Earnings Per Share Reconciliation
© Atkore Adjusted Earnings Per Share Reconciliation Consolidated Atkore Inc. 14 Fiscal Year Ended (in thousands, except per share data) September 30, 2021 September 30, 2020 Net income $ 587,857 $ 152,302 Stock-based compensation 17,047 13,064 Intangible asset amortization 33,644 32,262 Gain on purc
Slide 15: Net Income to Adjusted EBITDA Reconciliation
© Atkore Net Income to Adjusted EBITDA Reconciliation Consolidated Atkore Inc. 15 Fiscal Year Ended (in thousands) September 30, 2021 September 30, 2020 Net income $ 587,857 $ 152,302 Income tax expense 192,144 49,696 Depreciation and amortization 78,557 74,470 Interest expense, net 32,899 40,062 St
Slide 16: Atkore brands
A Atkore Allied Tube & Conduit - AFC Cable Systems + Heritage Plastics - Unistrut Unistrut Construction - Cope + USTray + Calbrite + Calbond + Kaf-Tech Power-Strut - Calconduit - RazorRibbon - Calpipe Security - Vergokan + Cii Columbia-MBF + Eastern Wire+ Conduit - ACS/Uni-Fab - SascoStrut - Marco F