Azek Investor Presentation Deck
EXECUTION DRIVING GROWTH
& IMPROVING PROFITABILITY
$ in millions
$633
2017
12.4% CAGR
$682
7.8%
2018
Net Sales
$794
16.5%
2019
$899
13.2%
2020
Adjusted EBITDA
$1,097mm / 28.9%
LTM 6/30/21 Net Sales / YoY % Growth
$131
THE AZEK.
COMPANY
20.7%
2017
+300 bps margin
improvement
$150
22.0%
2018
$180
22.6%
2019
$214
23.7%
2020
YOY Sales Growth / Adjusted EBITDA Margin
$259mm/23.6%
LTM 6/30/21 Adj. EBITDA / % Margin
o Multi-year strategic growth & margin expansion plan underway
o Investments in sales, marketing, Lean Six Sigma and recycling
LEADER IN BRANDED
OUTDOOR LIVING & EXTERIORS PRODUCTS
TimberTech®
Go Against the Grain.
AZEK
Exteriors
o 30 year history with legacy of product innovation
o 20+ years leader in high-performance decking and trim¹
o ~1,700 employees, including ~200 person salesforce
o Our extensive network consists of 4,200+ pro dealers, 150+
distributor branch locations and tens of thousands of contractors
o Network built over 20+ years
o 99% of sales in North America
o Domestic manufacturing
Source: Company information and management estimates. Note: FY ended September 30. Refer to Appendix for reconciliation for Adjusted EBITDA and Adjusted EBITDA margin.
1 Market leadership is in capped composite and capped polymer decking and PVC trim.
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