Hawkins, Inc. · NASDAQ:HWKN
Hawkins — Investor Presentation (May 2022)
22 slides from Hawkins's investor presentation, May 18, 2022
Slide 1: Get to Know Hawkins Company Overview
Nasdaq: HWKN Get to Know Hawkins Company Overview Published: May 18, 2022
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS The information contained in this presentation includes “forward-looking statements” which reflect management’s expectations or beliefs as of the date of this presentation. Hawkins, Inc. cautions that actual future results could differ materially from the forward-looking s
Slide 3: Hawkins Overview
HAWKINS OVERVIEW Founded in 1938 Public company since 1972 Consistently paid out dividends since 1985, generally increasing annually Hawkins is considered part of critical infrastructure serving millions of people daily Our products are used for water, food, pharmaceutical, fertilizers, in
Slide 4: Hawkins Value Proposition
HAWKINS VALUE PROPOSITION Technical expertise – We employ chemists, food scientists, formulators, agronomists, and water application experts – all with strong technical expertise to meet customer-specific demands Dedicated sales force for end markets served Manufacturing and quality standards
Slide 5: Hawkins Culture
HAWKINS CULTURE Focused on doing the right thing for the customer, employee, supplier, the communities we serve and live in and the overall environment (see our Environmental, Social, and Governance Report https://www.hawkinsinc.com/about- us/environmental-social-governance/ ) Relationships matt
Slide 6: Company Snapshot
COMPANY SNAPSHOT Our diversified market segments FISCAL 2022 REVENUE OF $774.5M provide for sustainable and profitable growth and create cost-saving synergies among the different $105.1M $159.5M 21% 19% segments $386.9M 50% $275.2M $228.1M 51% $159.9M Three Business Segments: 30% 29% Water Treatment
Slide 7: Locations - 49 Facilities in 24 States
LOCATIONS - 49 FACILITIES IN 24 STATES ©2022 Hawkins, Inc. 7
Slide 8: Growth Strategy
GROWTH STRATEGY Overall - Continued product, customer, and geographical expansion - Continue to focus on higher margin products that grow at a faster rate than traditional commodity products - Opportunistic acquisitions Industrial - Grow pharmaceutical, food, and agricultural business through ne
Slide 9: Reporting Segments
REPORTING SEGMENTS
Slide 10: Industrial Group overview
Our Industrial Group is a full-service chemical manufacturer and distributor of specialty and bulk products. We partner with customers and suppliers to bring value-added products and services to meet customer needs. Key End Markets: General Industrial, Food Ingredient, Agriculture, Pharmaceutical, a
Slide 11: Industrial Overview
INDUSTRIAL OVERVIEW Food ingredients focus on fighting bacteria, extending shelf-life, and adding color and flavor, including clean-label options Pharmaceutical products focused on cGMP excipient production ingredients Liquid agricultural fertilizers focus on seed germination, foliar and freez
Slide 12: Industrial End Markets Served
INDUSTRIAL END MARKETS SERVED Food and Beverage Agriculture - Sell products that extend shelf life, fight - Liquid specialty fertilizers to meet bacteria, add flavor or help in farmers specific needs discoloration, including clean-label - Includes high-purity fertilizers with options added ingre
Slide 13: Water Treatment Group overview
Our Water Treatment Group solves complex and specific water treatment challenges by providing customized solutions and chemistry, resulting in clean, safe, and reliable water. Our route salesperson is a trained technician who can deliver our products and diagnose our customers’ water treatment needs
Slide 14: Water Treatment Overview
WATER TREATMENT OVERVIEW Large geographic territory focused on: - Rural and municipal water and waste water applications - Poultry/livestock - Industrial processing applications - Equipment and other services Full line product offering in chemistries and equipment Route Sales/Service business
Slide 15: Deep Product Portfolio for Broad Applications
DEEP PRODUCT PORTFOLIO FOR BROAD APPLICATIONS Customer Type Product Portfolio - Municipal Drinking Water - Disinfectants - Municipal Wastewater - Corrosion Inhibitors - Non-residential Swimming Pools - Equipment (i.e., pumps, filters, etc.) - Industrial Wastewater - Phosphates - Industrial Process W
Slide 16: Health & Nutrition Group overview
Our Health & Nutrition Group provides a broad spectrum of high-quality ingredients for use in nutritional and dietary supplements, functional food and beverage, pharmaceutical and pet food products. Our Health & Nutrition Group has a team of professionals trained to sell all product categories and f
Slide 17: Health and Nutrition Overview
HEALTH AND NUTRITION OVERVIEW Our Health & Nutrition Group is a one-stop specialty ingredient solution provider and is highly regarded as a leader in the health and nutrition industry - Alignment with premium manufacturing partners, with a focus on specialty products - Robust product portfolio servi
Slide 18: Type of Products
TYPE OF PRODUCTS - Minerals (i.e., magnesium, manganese, calcium, potassium) - Excipients - Natural B vitamins - Organic mushrooms - Amino Acids - Antioxidants - Botanicals - Enzymes - Probiotics - Vitamins and Proteins ©2022 Hawkins, Inc. 18
Slide 19: Summary
SUMMARY
Slide 20: Growth Strategy
GROWTH STRATEGY Grow earnings ACQUISITIONS Continue to expand our specialty and value-added products and services INTRODUCE NEW PRODUCTS & PRODUCT LINES Bolster and improve our extensive supplier base Add new Water Treatment facilities annually EXPAND CURRENT MARKETS & GROW NEW MARKETS Inv
Slide 21: Links
LINKS Investor Deck https://www.hawkinsinc.com/investors/ ESG Report https://www.hawkinsinc.com/about-us/environmental-social-governance Hawkins Overview Video https://www.youtube.com/watch?v=e7pd7w8phFE Industrial Overview Video https://www.youtube.com/watch?v=dDWXyllxaaU Health and Nutri
Slide 22: Celebrating 84 Years of Serving Our Customers
Celebrating 84 Years of Serving Our Customers Questions/Comments Jeffrey P. Oldenkamp Executive Vice President and Chief Financial Officer # 612.331.6910 Email (Investor Relations): [email protected]