2023 INVESTOR DAY
Veralto / A premier technology leader in water and product quality
1
A LEADER IN WATER &
PRODUCT QUALITY
2
PREMIER FINANCIAL
PROFILE
~80% of sales in water, food, pharma
Durable sales growth
Attractive markets, secular drivers
High profitability
High-end water solutions
Digital workflow solutions
Strong cash generation
1
A LEADER IN WATER &
PRODUCT QUALITY
2
PREMIER FINANCIAL
PROFILE
3
PROVEN VALUE CREATION
PLAYBOOK
3
PROVEN VALUE CREATION
PLAYBOOK
2020-2022 average
MSD core
sales growth*
57%
recurring sales
57%
gross profit
margin
23% Adj.
EBITDA margin*
Strong Danaher heritage
Diverse, experienced team
Disciplined capital allocation
with M&A bias
>100%
FCF conversion*
Unifying purpose (vital resources)
Note: Financial data based on 3-year averages from 2020-2022
*See appendix for reconciliations to non-GAAP measures; Core sales growth, adjusted EBITDA Margin and FCF conversion can be calculated by taking the average of the non-GAAP measures for the years 2020-2022
SAFEGUARDING THE WORLD'S MOST VITAL RESOURCES™
Veralto
2023 INVESTOR DAY | 5View entire presentation