Investor Presentaiton
ZAZZ
Overview
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MAY 2020 PRESENTATION
AZZ is a global provider of galvanizing and metal coating services, welding
solutions, specialty electrical equipment and highly engineered services to the
power generation, transmission, distribution, refining and industrial markets.
Solid Operating History
33 Consecutive Years of Profitability
Revenue 10-year CAGR – 12%
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Significant Cash Generation
.
Industry Leading Operating Margins
Solid Balance Sheet
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Debt to Equity Ratio: 0.32x
Significant Barriers to
Entry
Largest North American Galvanizer
48 Metal Coatings Plants
.
Large Network of Plants
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Economies
of Scale and Quick Turnarounds
(<24hrs)
~4,000 Customers
DGS: High-tech Solutions Outperform
Competitors
Strong Performance
Double Digit Top- and Bottom-Line
Growth
Record Fiscal Year 2020 Revenue: $1.1
Billion, up 14.5%
Adjusted Net Income: $71.3 million, up
39%
Adjusted EBITDA: $156.3 million, up
22%
Valuation
Trading Discount to Comparable
Group:
EV/EBITDA: 36%
EV/Sales: 14%
P/E Ratio: 31%
*Data as of May 15, 2020
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