Glatfelter's Strategic Transformation slide image

Glatfelter's Strategic Transformation

19 Balance Sheet and Liquidity Higher leverage of 4.6x as of December 31, 2021 versus 1.7x as of December 31, 2020 driven by Mount Holly acquisition in Q2 2021 for $172 million and Spunlace acquisition for $304 million in Q4 2021 ~ Executed $500 million bond issuance in Oct. 2021 and renewed 5-year revolver December 2019 cash includes ~ $53.4 million related to pension settlement Available liquidity of ~$260 million (in millions) Cash Debt Current portion of long term debt 31-Dec-19 $126.2 31-Dec-20 31-Dec-21 $99.6 $138.4 22.9 25.1 26.4 Short term debt 22.8 $500 million 4.75% bond 500.0 Term Loans 1.3% -2.4% due 2022 - 2025 Revolving credit agreement 255.1 253.5 239.5 84.3 36.8 10.0 Unamortized deferred financing costs Total Debt (2.4) (1.9) (11.4) 359.9 313.5 787.4 Net Debt $233.7 $213.9 $648.9 Shareholders' Equity $556.0 $577.9 $542.8 TTM Adj. EBITDA (*) 110.3 125.3 140.0 Net Leverage 2.1x 1.7x Available Liquidity $200.4 $274.8 4.6x (*) $258.0 Notes: (*) TTM Pro forma Adjusted EBITDA as of December 31, 2021, includes $2.0 million of Mount Holly EBITDA for 4.5 months and $18.3 million of Spunlace segment for 10 months not under Glatfelter ownership; EBITDA calculation modified to add back share-based compensation consistent with the newly amended credit agreement; Debt covenant compliance ratio of 3.8x includes additional add backs permitted under credit agreement The above calculation is not intended to be used for purposes of calculating debt covenant compliance. The sum of individual amounts set forth above may not agree to the column totals due to rounding. G
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