Janus International Group (JBI) Investor presentation summary

Company overview and market position

• Founded in 2002, operates as a global manufacturer and provider of turnkey self-storage, commercial, and industrial building solutions.

• Serves over 10,000 active customers with a global footprint across North America, Europe, and Australia.

• Recognized as a market leader in self-storage, leveraging technology and a diversified solutions portfolio.

• Maintains strong customer relationships and integration across project lifecycles.

• Expanding into adjacent markets to fuel future growth.

Business segments and solutions

• Provides end-to-end self-storage solutions, including new construction, R3 (restore, rebuild, replace), and technology upgrades.

• Offers commercial door solutions, terminal maintenance, and a variety of products for multiple end markets.

• Nokē smart entry platform delivers wireless access control and security, driving recurring SaaS revenue.

• R3 platform revitalizes aging facilities, optimizing layouts and modernizing assets.

• Commercial segment targets warehouse, distribution, and industrial applications with a robust product suite.

Market fundamentals and demand drivers

• Self-storage demand is driven by recurring life events and high occupancy rates, with 65% of facilities over 20 years old.

• Industry consolidation and aging infrastructure support ongoing R3 activity.

• Commercial market benefits from eCommerce growth and investment in distribution networks.

• High occupancy rates (>90%) and well-capitalized owners support new construction.