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Core Molding (CMT) investor relations material
Core Molding 16th Annual Midwest Ideas Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic transformation and operational turnaround
Focused on internal execution and leadership engagement from 2019, moving from bank default to a strong financial position with low employee turnover.
Addressed high costs and low pricing by fixing operations first, then implementing significant price increases and portfolio rationalization, regaining lost business such as Volvo.
Shifted strategy to 'invest for growth,' leveraging improved execution and financial health to expand sales and diversify markets.
Market diversification and product innovation
Reduced truck market concentration from 92% to 54% over seven years, expanding into powersports, industrial, utilities, aerospace, and consumer products.
Holds leading market shares in personal watercraft (87%) and truck (30%), with high barriers to entry due to capital-intensive equipment.
Developed proprietary SMC formulations and expanded into new revenue streams, including SMC sales and topcoat paint for new markets.
Won major contracts such as the $150M Volvo roof program, driving $25M in new plant investments and capacity expansion in Mexico.
Financial performance and capital allocation
Maintains $40M cash, $50M credit line, and a strong balance sheet, supporting organic growth, M&A, and shareholder returns.
Targeting 14–16% pre-tax returns on investments, with disciplined M&A focused on $10–$40M tuck-in deals and leverage below 2.5x.
Authorized $7.5M stock buyback, with $2.5M remaining and plans to renew.
Achieved $90M operating cash flow over three years, with $52M free cash flow and capacity for $425M–$475M in sales.
Long-term goals: $500M revenue, 8–10% operating income, and 14–16% return on capital within 3–5 years.
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