LCI Industries Investor Presentation Deck
INTERNATIONAL BUSINESS & OTHER
ADJACENCIES
Growth Drivers & Trends
Key Drivers
• International:
$700M
$600M
$500M
$400M
O
· Inventories are replenishing as supply chain $300M
constraints ease, enabling European
$200M
customers to begin meeting pent-up demand
$100M
$OM
O
• Leveraging popular European products for
introduction in North American markets,
including pop top units and B-vans
• Adjacencies:
●
O
• Building Products: Consists primarily of
components for the manufactured and
modular housing markets
• Transportation Products: Consists primarily
O
of components for automotive, heavy truck,
school bus, and commercial vehicle
industries
Organic Growth Expectations
International Markets are forecasting sales growth
over their 2022 results based on industry
projections, pricing realization, and customer
feedback
*Excludes North American OEM Marine net sales
54% CAGR
2018 2019 2020 2021 2022
International Net Sales
$700M
$600M
$500M
$400M
$300M
$200M
$100M
SOM
16% CAGR
2018 2019 2020 2021 2022
NA OEM Adjacent Industries Net Sales*
LCI INDUSTRIES 17View entire presentation