Brady Corporation

Investor Presentation

November 2020 - February 2021

Forward-Looking Statements

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In this presentation, statements that are not reported financial results or other historic information are "forward-looking statements." These forward-looking statements relate to, among other things, the Company's future financial position, business strategy, targets, projected sales, costs, earnings, capital expenditures, debt levels and cash flows, and plans and objectives of management for future operations.

The use of words such as "may," "will," "expect," "intend," "estimate," "anticipate," "believe," "should," "project," "continue" or "plan" or similar terminology are generally intended to identify forward-looking statements. These forward-looking statements by their nature address matters that are, to different degrees, uncertain and are subject to risks, assumptions, and other factors, some of which are beyond Brady's control, that could cause actual results to differ materially from those expressed or implied by such forward-looking statements. For Brady, uncertainties arise from: adverse impacts of the novel coronavirus ("COVID-19") pandemic or other pandemics; decreased demand for our products; our ability to compete effectively or to successfully execute our strategy; Brady's ability to develop technologically advanced products that meet customer demands; raw material and other cost increases; difficulties in protecting our websites, networks, and systems against security breaches; extensive regulations by U.S. and non-U.S. governmental and self-regulatory entities; risks associated with the loss of key employees; divestitures and contingent liabilities from divestitures; Brady's ability to properly identify, integrate, and grow acquired companies; litigation, including product liability claims; foreign currency fluctuations; potential write-offs of Brady's intangible assets; changes in tax legislation and tax rates; differing interests of voting and non-voting shareholders; numerous other matters of national, regional and global scale, including major public health issues and those of a political, economic, business, competitive, and regulatory nature contained from time to time in Brady's U.S. Securities and Exchange Commission filings, including, but not limited to, those factors listed in the "Risk Factors" section within Item 1A of Part I of Brady's Form 10-K for the year ended July 31, 2020.

These uncertainties may cause Brady's actual future results to be materially different than those expressed in its forward-looking statements. Brady does not undertake to update its forward-looking statements except as required by law.

Brady's Mission & Vision

Brady will:

  • Be the expertin safety, identification, and compliance.
  • Possess deep knowledge in nicheapplications.
  • Solve problems and provide solutions for our customers.
  • Innovateto provide market-leading,high-performance products.
  • Deliver via our own manufacturingcapabilities and exceptional customer service.

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Sustainable

Long-Term

Shareholder

Value

Growth

Summary

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Global Leader with Innovative Solutions:

  • Leader in niche safety, identification, and compliance markets.
  • Diversified customer base, products, and geographic footprint.
  • 100+ year history of innovation & strong customer service.

Focused on Long-term Sustainable Results:

  • Parallel focus on organic growth and long-term profitability improvements.
  • Continue to invest in innovation, marketing, digital, automation, and customer service.
  • Sustainable efficiency focus has enabled Brady to perform in challenging environments.

Strong Balance Sheet:

  • Historical annual cash generation in excess of net income.
  • Net cash of $256M as of October 31, 2020.

Patient & Disciplined Capital Allocation:

  • Organic investment opportunities.
  • Dividends (increased 35 consecutive years).
  • Technology-basedacquisitions that fit our strategies.

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Disclaimer

Brady Corporation published this content on 19 November 2020 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 24 November 2020 15:46:00 UTC