Investor Presentaiton
OVERGI
NAVIGATING UNCERTAIN INFLATION AND
SUPPLY CHAIN BACKDROP WELL TO DATE
NAVIGATING UNCERTAIN ENVIRONMENT QUITE WELL TO DATE, THROUGH
SUPPLY CHAIN & PROCUREMENT AGILITY AND BIZ GROWTH DRIVERS:
> SELECT COMPONENT SHORTAGES: MITIGATED THROUGH SAFETY
STOCK & DUAL SOURCING
➤ SUPPLY CHAIN BOTTLENECKS: MITIGATED THROUGH EXPANDED LEAD
TIMES, AND LOCAL SOURCING
➤ FREIGHT & MATERIALS INFLATION: MITIGATED THROUGH MAJORITY
OF FREIGHT UNDER CONTRACT, COMMERCIAL EXECUTION (PRICING,
GROSS TO NET) AND MATERIAL COST REDUCTION PROGRAM
RESULTS:
Q1 SERVICE LEVELS IN MID 90S AND UP YOY
➤ Q1 REVENUES AHEAD OF GUIDANCE AND GROSS MARGINS +480BPS
YOY
CONFIDENCE IN ACTIONS SUPPORT HIGHER FY22 SALES OUTLOOK AND
FY22 GROSS MARGIN EXPANSION
COTY
SINCE 1904
OUTLAST
ULTIMATTE
Liquid Lipstick Rouge A Lares Liquide
COVEN
MELTING POView entire presentation