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Gates Industrial (GTES) investor relations material

Gates Industrial Jefferies Mining and Industrials Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Jefferies Mining and Industrials Conference 2025 summary3 Sep, 2025

Business overview and market positioning

  • Operates as a diversified material science company with strong margins and robust free cash flow, targeting 24% adjusted EBITDA margins in the next 12–24 months.

  • Margin expansion driven by footprint optimization, 80/20 initiatives, and material cost reductions, with ongoing opportunities for further improvement.

  • Holds top-three market positions in both Power Transmission and Fluid Power segments globally.

  • Balance sheet is healthy, with leverage expected below 2x by year-end and strong optionality for buybacks, debt reduction, or M&A.

End market trends and growth initiatives

  • Industrial PMIs have been unsupportive, with ag and heavy-duty truck markets challenged, but automotive replacement and personal mobility segments performing well.

  • Personal mobility business grew ~20% in H1 and is expected to compound at 30% annually, targeting $300M revenue by 2028, driven by e-bike and scooter adoption.

  • Industrial chain-to-belt conversion presents a multi-billion dollar TAM, with technology breakthroughs enabling cost-competitive solutions and significant carbon footprint reduction.

  • Data center liquid cooling is an emerging opportunity, with supply agreements secured and $100–200M incremental revenue expected by 2028.

Financial performance and margin expansion

  • Achieved 350 basis points of margin expansion through operational efficiency, supply chain optimization, and material reengineering.

  • Further margin gains expected from ongoing initiatives, with incrementals projected at 45%+ during the first 12–18 months of volume recovery.

  • Tariff headwinds (~$50M annualized) are being offset 80–90% through pricing and the remainder via operational actions.

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Q3 202529 Oct, 2025
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Frequently asked questions

Gates Industrial is a global manufacturer and distributor of power transmission and fluid power products, including belts, hoses, valves, couplings and filters under the Gates® and IHS™ brands. They serve an extensive variety of markets and applications including agriculture, construction equipment, material handling, automotive aftermarket parts logistics, trucking, aerospace and transportation (locomotives), off-highway equipment and watercraft. With state-of-the-art manufacturing and application engineering capabilities, Gates aims to enable its customers to further increase efficiency and lower cost of ownership.

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