Neenah : View this Presentation PDF Format Download (opens in new window) PDF 2.17 MB

Investor Relations

Sidoti Fall Virtual Investor Conference

September 22, 2021

We Manufacture Growth

An innovative leader in the manufacturing of fiber and polymer based

materials focused on premium markets

Business Segments	Global Footprint
	Americas	Europe

TECHNICAL				FINE PAPER &
PRODUCTS				PACKAGING
Filtration	70%	$894	30%	Commercial
Industrial Solutions	Consumer

Digital Transfer Papers	Premium Packaging

Headquarters Manufacturing

facilities

New locations (Itasa)

Financial Highlights (LTM 2021)

$894	$121	$52MM	10%	3.9%	3.3x
Net Sales	ADJ. EBITDA	Free Cash Flow	ROIC 5 year average	Dividend Yield	Net Debt/Adj EBITDA

2	| We Manufacture Growth

A diversified portfolio of specialty products serving various

growing end markets

	Filtration	•	Transportation
		•	Air & Facemasks
		•	Industrial & Water
	Industrial	•	Tape & Abrasives
Technical	Solutions	•	Labels
Products		•	Specialties
	Specialty	•	Release Liner
	Coatings	•	Digital Transfer

		Commercial	•	High-end printing
				(colors, textures,
				finishes)
		Consumer	•	Consumer Paper
	Fine Paper		•	Journals & Planners
	& Packaging		•	School & Decoration
		Premium	•	Spirits
		Packaging	•	Retail
			•	Beauty & Wellness

3	| We Manufacture Growth

We combine fibers and polymers to create value-added media for

specialty markets

Raw		Value-add	Final Converting
Manufacturing	& Packaging	End Product
Materials	Processing

Our products are critical to performance, but a small part of the costof end-product

4	| We Manufacture Growth

Net Sales

2005

Today

		0.20
	2020 Actual	0.18
	0.16
		0.14
		0.12
		0.10
15%	14%	0.08
0.06
		0.04
		0.02
		0.00

Tech Products Fine Paper & Pkg

Increasing our organic growth rate, margins and capital efficiency

* Includes Itasa acquisition

5	| We Manufacture Growth