Equity story, financial mid-term ambitions and capital allocation

Equity story
Proven decentralised European compounder of technical installers with high historical organic growth and industry-leading margins

  1. Sizeable market with attractive growth pockets demonstrating resilience, supported by favourablemarket drivers
  2. Leading positions in highly fragmented markets, with a proven compounder platform, having acquired +45 local champions in 3 years
  3. Scalable decentralised model with exceptional owner-manager satisfaction
  4. Multidisciplinary and resilient business model with diversified revenue streams, making the green transition a reality in thebuilt environment
  5. Highly experienced founding management team with deep industry knowledge supported by lean HQ
  6. Impressive track-record of high profitable growth, industry-leading margins and strong cash generation
  7. Tangible strategic plan for future value creation in place with a well-defined M&A playbook for further international expansion

InstallatørGruppen's financial mid-term ambitions

Organic revenue growth3-5%
EBITA margin¹~9%
Annual acquired EBITA (combined adjusted)²DKK 100-150m
Cash conversion (before M&A and pre-tax)+85%
ROCE~20%
Leverage (Net interest-bearing debt / EBITDA)<2.5x

Capital allocation policy (prioritised order)

  1. Repayment of debt when leverage is above target
  2. Value-adding acquisitions in DK, CH and a potential third market
  3. Distribution of surplus cash to shareholders

Notes: 1) Reported; 2) Combined figures, encompassing the calendarisedfull-year effect of all entities acquired throughout the 12-month period Source: Company information