Skellerup Investor and Analyst Event

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Investor Event

Welcome & Introduction: Graham Leaming
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•Skellerup foundations
oApplication of deep technical expertise to
design and manufacture demanding
products (performance and conformance).
oCustomer focused development, market
presence, rapid development.
oBusiness structure, leadership and
accountability.
•Three key leaders
oDiscussing markets, opportunities, strategies
and actions to deliver ongoing growth for
Skellerup.
•Timing and Questions
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Welcome and Introduction

Skellerup Division and Group Leaders
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Tim Runnalls
CFO
2021+
Guy Meuli
President, Industrial USA
2012+
US & UK facilities
Global market
Dino Kudrass
Head of Agri Division
2021+
NZ, UK & US facilities
Global market
Patrick Crotty
GM GRA and Ultralon Foam
2016+
NZ, AU, US and EU facilities
Global market

US Industrial Market: Guy Meuli
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Core Business and Key Markets
Experts in Vacuum System design and manufacture
Driven by performance not conformance
Attractive applications – wastewater
Operating Philosophy
Every customer wants a unique experience
Extracting the true value of integrated solutions
Lock-in and lock-out
Route to Market
OEM – First fitment focus
Aftermarket – B2C focus through digital solutions
Vacuum Systems Group – Who We Are
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Global Markets
Wastewater is a global market – where there is people there is opportunity
Developed and developing markets
Higher Level of Integration
Customer journey up the product curve
H2Omega Water Pump – mechanisation of an
electrical issue
Zero Emission Solutions
Regulations driving change faster than the market
is prepared to execute on
Opportunity to lead the market into new segments
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Vacuum Systems Group – The Way Forward
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Core Business and Key Markets
Global leader in design and manufacture of critical sealing solutions for roofing and construction applications
Product focus – roof flashings, solar, washers and waterworks
Points of Difference
Geographic segmentation with in-market focus
Strong customer relationships and intentional
distribution network – defined by where we say no
Differentiation of products through a distribution
network
Growth Opportunities
Key Customer | Key Product strategy
Shingle roof market
Tile roof market
Solar
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Deks – US and Europe
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Core Business and Key Markets
Experts in rubber, plastics, over molding and assemblies
Supplier of critical and complex components to OEMs
Potable water strength – application with natural, stringent and
continually evolving barriers to entry
Operating Philosophy and Expertise
Industry-leading design – material, tooling and process
Leverage of a verticality integrated multi-continent business model
Customer partnerships – formation of deep long-lasting
relationships
Opportunities for Growth
Existing applications and customers
Entrance into broader applications, e.g. Hygiene
Enhance specialised material and manufacturing capabilities
Value creation through integrated assemblies – Lock-in and lock-out
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Gulf Rubber – US

Skellerup Division and Group Leaders
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Tim Runnalls
CFO
2021+
Guy Meuli
President, Industrial USA
2012+
US & UK facilities
Global market
Dino Kudrass
Head of Agri Division
2021+
NZ, UK & US facilities
Global market
Patrick Crotty
GM GRA and Ultralon Foam
2016+
NZ, AU, US and EU facilities
Global market

Global Agri Market: Dino Kudrass
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Global Dairy Trends
Evolving business models: OEMs are shifting focus as
dairy consumables are falling into the hands of after-
market brands
Migrating markets: Geographic shift of dairy
production on several continents
Demand for innovation: Focus on the performance of
milking clusters is growing as farmers’ margins are
squeezed
Sustainability: Growing pressures on mitigating
environmental impacts of dairy production
Consolidation: Growing size of commercial farming
groups and dairy operations
Images from the top: 1 & 2 DailyGlobal.net, 3 ADFmilking.com, 4 WorldPress.com, 5 PBS Wisconsin.org
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Global Dairy Trends – Arising Opportunities
Evolving business models: OEMs are shifting focus as dairy
consumables are falling into the hands of after-market brands
•Growing acceptance of Skellerup branded products
•Capturing greater margins from product development
and distribution
•Efficiency gains from product range consolidation and
development control
Image source from the top: 1.DailyGlobal.net, 2. Lely.com
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Global Dairy Trends – Arising Opportunities
Migrating markets: Geographic shift of dairy production on
several continents
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•New distribution channels open
•Farming practices change
•New design challenges require solving
Source: USDA/NASS

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Global Dairy Trends – Arising Opportunities
Demand for innovation: Focus on the performance of milking
clusters is growing as farmer’s margins are squeezed
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•The value of well-engineered solutions is recorded and
demonstrated by modern milking equipment
•Younger generation of farmers are data-driven
decision-makers
•Added value from milk quality rewards is linked to
milking cluster performance

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Global Dairy Trends – Arising Opportunities
Sustainability: Growing pressures on mitigating environmental
impacts of dairy production
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•Waste recovery presents an opportunity for controlling
change intervals
•Emissions monitoring puts further focus on liner
performance
Image source: DairyNZ

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Global Dairy Trends – Arising Opportunities
Consolidation: Growing size of commercial farming groups
and dairy operations
•Operational gains from range consolidation
•Shortening of supply chains as consumables
procurement consolidates
•OEM customer relationship shifts from milking
equipment manufacturers to large dairy producers
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Agri Strategy Summary
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Key focus points for Dairy and Footwear
•Broadening the scope of our solutions
•Elevating the value of our product through innovation
•Expansion into new markets
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Skellerup Division and Group Leaders
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Tim Runnalls
CFO
2021+
Guy Meuli
President, Industrial USA
2012+
US & UK facilities
Global market
Dino Kudrass
Head of Agri Division
2021+
NZ, UK & US facilities
Global market
Patrick Crotty
GM GRA and Ultralon Foam
2016+
NZ, AU, US and EU facilities
Global market

Australian Industrial and Global Foam: Patrick Crotty
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Gulf Rubber – Australia
Core business
Experts in rubber, plastics, co-moulding and product assembly – complex and critical OEM applications
Diverse applications and product offerings – broad OEM products
Expertise
Material science (polymers, co-polymers and
integrated materials)
Tooling and development – rapid prototyping
Design and process engineering
Technology and innovation advancements
Core OEM applications
Pipe and fittings gaskets – plastic, metal &
polypropylene
Potable water and civil infrastructure
Water and gas meters
Mining and material handling
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•Industry engagement – water authorities, standards bodies, industry
associations
•Customer partnership and investment –capital contribution and lock-in supply
•Understanding and capturing our value –improved margins
•Customer vertical integration –complexity and enhanced value creation (lock-in
and value)
•Narrow focus on capability but remaining agile
Opportunities and
principles – key
drivers
•Material diversification and new capabilities – polyurethane
•Pipe market & concrete pipe market transition –polypropylene pipe
•Smart water meters and Gas opportunities.
•Clean energy transition and battery storage solutions
•Leveraging the successes of new projects and heightening new opportunities
Application
opportunities and
growth
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Gulf Rubber – Australia
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Ultralon Foam Group
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Core business
Experts in closed-cell polyethylene (PE) and ethylene-vinyl acetate(EVA) foam
Develop, manufacture and distribute EVA and PE foams in a variety of products and applications
Auckland Head Office – US, Australia and EU manufacturing and distribution subsidiaries
Evolving business strategy and expansion initiatives
Expertise
Material science
NZ manufacturing capability – polymers, co-polymers
and integrated materials
Leveraging Group expertise in engineering and rapid
development
Core OEM applications
U-Dek – proprietary marine flooring product
Custom OEM products – critical applications
Orthotics, prosthetics & specialty foams
Construction, roofing, HVAC and plumbing

•Brand development and group alignment
•Customer partnership and investment –lock-In supply
•Understanding and capturing our value –improved margins
•Customer vertical integration –complexity and enhanced value
•Operational improvement and productivity initiatives
Opportunities and
principles – key
drivers
•New markets and expansion – growth focus and enhanced value
•Establishment of Ultralon Foam Europe (Netherlands)
oLeveraging existing customer footprint and market exposure
oEnhancing our value and move up the value chain –adoption of ANZ model
•USA –brand development
oMarket reviews and considerations of market channels
•APAC / EMEA / AMER –broader opportunities and considerations
U-Dek®
opportunities
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Ultralon Foam Group – U-Dek®
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Wrap Up: Graham Leaming
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Future
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Three Year View
•Capitalised on opportunities arising
from market changes.
•Larger share of revenue derived
from integrated, value add products.
•Better leveraged internal capabilities
and existing presence.
•Manufacturing more product in-
market.
•Continued earnings growth.
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-
10
20
30
40
50
60
FY18FY19FY20FY21FY22FY23FY24
Underlying NPAT ($m)
CAGR 12%

Disclaimer
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.
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