Azek Investor Presentation Deck
ATTRACTIVE MARGIN PROFILE WITH SIGNIFICANT UPSIDE
MULTIPLE LEVERS TO DRIVE MARGIN EXPANSION
ADJUSTED EBITDA MARGIN EXPANSION EQUATION
Price / Mix
KEY DRIVERS
VOLUME
GROWTH
AIMS
Recycle
Expansion
SG&A Leverage
POLICY DEPLOYMENT
The process of defining, managing, and cascading
The AZEK Company's strategy to ensure individual
goals and actions are aligned to the company's
objectives.
THE AZEK
COMPANY
AZEK INTEGRATED MANAGEMENT SYSTEM
DIGITAL
Utilization of software, automation, and digital
tools to minimize mistakes, increase efficiency,
and improving customer experience.
Long-Term
EBITDA
Margin
SALES & OPERATIONS PLANNING
A recurring, integrated, business-planning process that balances
our sales and production forecasts to ensure we meet our
service and financial commitments in the most efficient manner.
(AIMS)
AIMS
+500 bps
Objective
(vs. fiscal year end 2019)
LEAN SIX SIGMA
A combination of methodologies that focuses on
eliminating waste (Lean) and reducing variation
(Six Sigma) by using data-driven decision making
and root-cause problem solving.
STAGE GATE
A project management process to efficiently
launch new products that utilizes a cross-
functional team to make key decisions at
various stages of development.
2020+
RECYCLE
EXPANSION
Enable recycling
capability
Cost reduce
formulations
2018
In-House / Vertical
Integration
2019+
Source: Management Estimates
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