NZX Investor Presentation

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R e t a i l I n v e s t o r
P r e s e n t a t i o n
September 2020
David Mair, CEO & Executive Director

N Z X I n v e s t o r P r e s e n t a t i o n –S e p t e m b e r 2 0 2 0
Diverse growth opportunities
•International markets, water, protein. Critical products for essential applications.
Customer focused
•Long relationships based on solving real (OEM) customer problems.
Materials, product design and process expertise
•This combination enables us to develop excellent solutions for customers.
•Resilient, talented and focused global team.
Earnings and dividend growth
•FY20 NPAT repeated the record result achieved in pcp.
•FY20 Dividend (gross) up a cumulative 25% over past 5 years.
Strong operating cash flow and balance sheet
•Record operating cash flow of $48.0 million in FY20.
•Net debt just 10% of total assets at end of FY20.
•Agility to make strategic acquisitions, recent successes.
•Can withstand shocks and sustain dividends.
•Relatively low capex:
•Substantial Agri investment completed in FY17 (Wigram).
•Industrial model.
Why is Skellerup a Good Business?
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5
10
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FY16FY17FY18FY19FY20
NPAT (million)
Net Profit after Tax
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FY16FY17FY18FY19FY20
EBIT (millions)
EBIT by Segment
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IndustrialAgri
* Excludes Corporate
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N Z X I n v e s t o r P r e s e n t a t i o n –S e p t e m b e r 2 0 2 0
Strong customer focus
•Long relationships based on solving real (OEM) customer problems to deliver often critical and essential
products.
Improving operational execution
•New Wigram facility, investment in people and process.
•Productivity gains and reduced waste at our sites across the world.
Enhanced and faster capability
•Investment in complimentary technologies including heat cured silicone rubber and liquid silicone rubber.
•Investment to accelerate development of products and to optimise processing times in production.
Less cyclical earnings driving improved shareholder returns
•Growth in earnings from products critical to the safe transportation of water and milk.
•Reduced proportion of earnings from more cyclical applications such as oil, gas and mining.
•Five-year cumulative total shareholder return (share price gain plus dividends) > 200%
What has changed at Skellerup?
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Skellerup Share Price: Five Years to 25 September 2020

N Z X I n v e s t o r P r e s e n t a t i o n –S e p t e m b e r 2 0 2 0
1.We build strong and deep customer relationships.
2.We focus on critical components that are essential elements of a more complex system.
3.We apply our intellectual know-how to new applications.
4.We have a diverse and highly experienced technical team.
5.We continue to have a steady stream of new product opportunities which will drive revenue and earnings growth.
6.We will continue to seek acquisitions that align with our strategy.
Our business, customers and what we do
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What we do Agri

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What we do Industrial

N Z X I n v e s t o r P r e s e n t a t i o n –S e p t e m b e r 2 0 2 0
This presentation contains not only a review of operations, but also some forward-looking statements about
Skellerup Holdings Limited and the environment in which the company operates. Because these statements are
forward looking, Skellerup Holdings Limited's actual results could differ materially.
Although management and directors may indicate and believe that the assumptions underlying the forward-
looking statements are reasonable, any of the assumptions could prove inaccurate or incorrect and, therefore,
there can be no assurance that the results contemplated in the forward-looking statements will be realised.
Please read this presentation in the wider context of material previously published by Skellerup Holdings Limited.
Skellerup Disclaimer
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