Azek Investor Presentation Deck slide image

Azek Investor Presentation Deck

A UNIQUE, LONG-TERM GROWTH STORY WELL-POSITIONED FOR SUSTAINABLE GROWTH & MARGIN EXPANSION GROWING MARKETS BENEFITTING FROM MATERIAL CONVERSION THE INNOVATION LEADER IN OUTDOOR LIVING & EXTERIORS A PORTFOLIO APPROACH TO GROWTH & MARGIN EXPANSION SUSTAINABILITY IS CORE TO OUR BUSINESS THE ● COMPANY ● ● ● ● Combined ~$20B market for Outdoor Living, Exteriors and Adjacencies¹ Resilient Outdoor Living, R&R demand; strong housing fundamentals Proprietary consumer market research study shows nearly half of consumers in the market for wood decking would consider our types of high-performance, low maintenance materials Superior product aesthetics, inspired by nature and enabled by advanced technology #1 or #2 position in Decking and Exteriors Broad product portfolio - only significant player in both Outdoor Living and Exteriors Early innings of recycling opportunity across multiple raw material inputs Vertically integrated U.S. manufacturing network and culture of continuous improvement Products across our portfolio are made from up to 100% recycled material Differentiated material science in two distinct recycle technologies - PVC and PE Our goal: 1B pounds of recycled material used annually by the end of 2026 14% 10-year Net Sales CAGR Residential business² 8 - 10% Long-term Sales Growth Target ~Double digit growth in our Residential Segment 1 ¹ Total U.S. market sales of wood and wood-look siding, pavers, outdoor furniture and outdoor lighting were approximately $11 billion in 2018 according to Freedonia, and, when combined with the total U.S. market sales of deck, rail and trim according to Principia in 2020, represent an approximately $20 billion market. Ten Year Net Sales compound annual growth rate, or CAGR, refers to the CAGR for the ten years ended September 30, 2020, on a trailing twelve-month basis. Our growth over this period reflects the contribution to net sales of acquisitions, including the acquisitions of VAST Enterprises and TimberTech in fiscal year 2012 and Ultralox and Versatex in fiscal year 2018. 5 10 -14% Long-term Adjusted EBITDA Growth Target
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