Investor Presentaiton
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INTERFOR INVESTMENT HIGHLIGHTS
Pure-play North American lumber producer
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Fourth largest lumber producer in North America, with 21 strategically located sawmills
High exposure to US South region with attractive log costs
INTERFOR
INTERFOR
Compelling lumber market fundamentals
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Robust demand across all end-use segments, including housing and repair & remodel
Measured supply growth near-term in the US South; declining supply long-term in BC
Growth-focused strategy
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Long-standing strategy of growth and geographic lumber diversification
10 year lumber production volume CAGR of 9%
Top tier lumber margins and returns on capital
Industry leading EBITDA margins and return on capital employed
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Well capitalized, low-cost portfolio of sawmills
Balanced capital allocation with significant financial flexibility
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Disciplined approach across growth capex, M&A, share-buybacks and special dividend
Significant net cash position and >$800 MM of liquidity as of September 30, 2021
Positive ESG and carbon story
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Sustainable forest management practices
Producer of climate-friendly building products
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