GMS Investor Conference Presentation Deck
Continuing to Diversify and Profitably Expand Offerings
Successfully Growing Complementary Products
Net Sales by Product Category
ā
12%
Ceilings
ā
20%
Steel
YTD 29%
Q3 FY23 Compl.
Products
40%
Wallboard
Core Products:
Wallboard: Used to finish the interior walls and ceilings in residential,
commercial and institutional construction projects
20% Tools & Fasteners
19% Insulation
15% Joint Treatment
10% Lumber
9% EIFS/Stucco
25% Other
Ceilings: Suspended ceiling systems comprised primarily of acoustical
solutions for commercial spaces including mineral fiber tiles and grid as
well as architectural specialties such as wood, steel and other unique
finishes
GMS
GYPSUM MANAGEMENT & SUPPLY, INC.
Steel Framing: Steel framing products sold into commercial applications,
typically as part of a package with wallboard, ceilings and other products
Note: YTD Q3 FY23 refers to the nine months ended January 31, 2023
Complementary Products
45%
1 Up from 20% to 29% of sales
from FY2014 to FY2022
NET SALES BREAKDOWN
(FISCAL 2014)
2014 Net Sales:
$1.4B
16%
19%
Complementary Products
Ceilings
37%
*
Steel Framing
NET SALES BREAKDOWN
(FISCAL 2022)
2022 Net Sales:
$4.6B
22%
Wallboard
12%
*Steel framing experienced significant product price inflation during fiscal 2022.
As a comparison, steel framing contributed 14% of fiscal 2021's net sales.
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