Thermon Corporate Presentation
Compelling Investment Opportunity
Leading
Global Brand
in high value, diversified
end markets with
mission critical
technology and high
barriers to entry
Leading safety culture
and results
Polymers technology
Advanced controls and
network monitoring
software
Large
Installed Base
with loyal customers
and a resilient
aftermarket franchise
High margin, recurring
maintenance revenues
Global installed base with
blue-chip customers
Exposure
to Sizeable
Opportunity
in high-growth energy
transition and
decarbonization end
markets via the
electrification of
industrial heat
25% of global energy
demand is used for
industrial heat
Massive electrification
opportunity with existing
technology
Strong & Flexible
Balance Sheet
with high margin, low
capital investment
model that yields
significant free cash flow
45% historical gross
margins
Investing in people and
technology
<1.0x leverage enables
flexible capital allocation
priorities
THERMON
August 2023 | 17View entire presentation