Investor Presentaiton
Industrial
Solutions
ZAZZ
Infrastructure Solutions Segment: Market and Trends
Electrical Products
Bus
Duct
Enclosures
Switchgear
High Voltage
Medium Voltage
Tubular and Lighting
Specialty Weld Overlay
COVID Impact
Outlook
12
INVESTOR PRESENTATION
Business Dynamics
E-housing growth driven by transmission & distribution
(T&D) spending, modular datacenters, energy storage and
renewables
Primarily driven by housing starts, population growth, and
renewable mandates driving expansion of T&D grid
Growth tied to T&D spending, utilities and Industrial end-
markets
Opportunistic large project growth
Primarily exposed to upstream O&G exploration and
conversion to LED (~90% of AZZ lighting)
~$1 billion+ market (~60% exposure to refining)
Refining turnaround activity improving globally, despite
COVID-19View entire presentation