Avantor Investor Day Presentation Deck
Strong value proposition
ATTRACTIVE END MARKETS
TOTAL
BIOPHARMA
EDUCATION &
GOVERNMENT
HEALTHCARE
ADVANCED
TECHNOLOGIES
& APPLIED MATERIALS
avantor™ 1.
2.
TAM¹
$38B
$16B
$13B
$16B
$83B
DIFFERENTIATED MODEL
RELEVANT OFFERINGS
CUSTOMER ACCESS
CONSUMABLES-DRIVEN
RECURRING REVENUE
TAM Total Addressable Market. Market size per company estimates
Long term financial targets
888
3.
4.
of
TRACK RECORD OF EXECUTION
2018-2021
Organic Revenue
Growth CAGR
Adj. EBITDA Margin
Expansion (annual)
Adj. EPS
Growth CAGR
FCF Generation
(of Adj. Net Income)
TOTAL SHAREHOLDER RETURN OF 191% SINCE IPO VERSUS 59% MARKET4
Target²
4-6%
50-100
bps
Mid-teens+
~100%
Expected³
+ Full transition to public company
+ Proven sustainability track record
6.9%
~110
bps
~55%
~107%
FY18 actual to FY21E based on Q2 Earnings Call Guidance, excluding pending M&A
As of 9/3/2021. Market = S&P 500 Index
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