GMS Investor Conference Presentation Deck
GMS is Well Positioned across Commercial and Residential
Markets with Scale and Balanced Product Mix
Strategic Investments Position GMS for Near-Term Industry Dynamics & Long-Term Success
Opened 31 greenfield locations and completed 13 strategic acquisitions since the start of fiscal 2020 to
enhance customer service, drive growth in product offerings and improve efficiencies, all while reducing
our net debt leverage ratio from 3.6x at April 30, 2019 to 1.6x at January 31, 2023
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Continuing to modernize and upgrade fleet, adding safety features to protect employees and customers
and for risk management benefits
Technology investments to automate work has led to increased productivity, making us better operators
Lowering complexity costs in the business
Industry Fundamentals Support Outlook
Continue to see high levels of multi-family residential activity
Further deterioration of single-family residential demand is expected in the near-term; Extent and
duration of decline is uncertain, but recent comments from some large public builders are encouraging
Year-over-year improvement in commercial construction activity expected in near-term
Favorable demographics in an underbuilt industry provides support for the medium- to long-term
GMS
GYPSUM MANAGEMENT & SUPPLY, INC. Greenfield and Acquisition totals are calculated since the start of fiscal 2020 through January 31, 2023
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