Strategic rationale for the acquisitions slide image

Strategic rationale for the acquisitions

Acquisition rationale BIANCO CONSTRUCTION & INDUSTRIAL SUPPLIES AM ALPINE TRUSS Roof Truss Wall Frame Floor Truss 1 Supports IHG's ‘Whole of House' growth strategy 2 Accelerates IHG's network expansion Expanding Frame & Truss (F&T) operations into Victoria and in South Australia / Northern Territory adding a large trade operation with a strong focus on foundation stage of a house Increases market share in the attractive trade hardware category, through the addition of 1 Alpine Truss location and 10 Bianco locations 3 4 5 6 7 Highly complementary to IHG's existing network High quality management team with proven track record of growth and enduring customer relationships Materially enhances financial scale Delivers additional scale, enhanced offering and customer proposition, network benefits and expanded capability and capacity Led by management with average 20+ years' experience who are committed to remain, with strong alignment to our collective growth ambitions Adding $166m of sales and $24.5m of Underlying EBITDA (before expected annualised synergies)1 Strong IHG track record in value accretive M&A and synergy extraction High confidence in ability to extract combined annualised (run-rate) synergies of c. $5.1m at the end of year 2 post completion Financially attractive returns Both acquisitions are EPS accretive on a pro forma Oct-23 LTM basis including synergies² 1. Refer further details on slides 32 and 33. 2. Refer pro forma financial information detailed on slide 40. Assuming the debt/equity funding mix for each individual acquisition is based on the EV of each individual acquisition as a proportion of the aggregate EV of all Acquisitions plus transaction costs. Metcash NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES 31
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