NZX Investor Presentation

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N Z XI N V E S T O R P R E S E N TAT I O N
D A V I D M A I R , C E O & E X E C U T I V E D I R E C T O R

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Why Skellerup is a good business
Clear Strategy
•Diverse growth opportunities in International markets for essential applications.
•Customer focus on solving real (OEM) customer problems to deliver often critical and
essential products using materials, product design and process expertise.
Committed, talented and focused global team
•Global, in market, information sharing, decisive, responsive.
Sustained earnings and dividend growth
•Earnings up 94% and dividend up 89% from FY16 to FY21.
•FY21 NPAT $40.2 million, a record result.
•HY22 NPAT $23.2 million, a record result.
•FY22 NPAT Guidance $44 to $47 million, a forecast record result.
Strong operating cash flow and balance sheet
•FY21 operating cash flow of $58.8 million a record result.
•Net debt at HY22 (31 December 2021) very low at $25.6 million (8% of total assets)
following Talbot acquisition and planned investment in inventory to offset impacts of
Covid-19.
•Low capex. Agility to make strategic acquisitions, recent successes.
•Can withstand shocks and sustain dividends.
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10
15
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25
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45
FY16FY17FY18FY19FY20FY21
NPAT (millions)
Net Profit after Tax
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FY17FY18FY19FY20FY21
EBIT (millions)
EBIT by Segment *
IndustrialAgri
* Excludes Corporate
All amounts are in New Zealand Dollars,
unless stated otherwise

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What Skellerup is
Customer focused
•Long relationships based on solving real (OEM) customer problems to deliver often critical and essential products.
Materials, product design and process expertise
•This combination enables us to develop excellent solutions for customers.
•Resilient, talented and focused global team.
•We are investing to accelerate development of products and to optimise processing times in production.
•We are investing in complementary technologies including heat cured silicone rubber and liquid silicone rubber.
Outstanding shareholder returns
•Broad growth in earnings from products sold into critical applications including 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) > 300%
Skellerup Share Price: Five Years to 07 March 2022

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What We Do

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Skellerup 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.