Skellerup Holdings (SKL) Investor Presentation summary

Company overview and leadership

• Applies deep technical expertise to design and manufacture demanding products across global markets, focusing on performance and conformance.

• Revenue in FY24 is diversified: agriculture (32%), potable water & wastewater (24%), roofing & construction (15%), with other sectors including automotive, sport, mining, electrical, and health.

• Leadership team includes heads of Industrial USA, Agri Division, GRA & Ultralon Foam, and CFO, each overseeing global operations.

Industrial and product segment strategies

• Vacuum Systems Group targets global wastewater markets, emphasizing integrated solutions and digital aftermarket channels.

• Deks focuses on critical sealing solutions for roofing and construction, leveraging strong distribution networks and targeting growth in shingle, tile, and solar markets.

• Gulf Rubber specializes in complex rubber and plastic components for OEMs, with strengths in potable water and opportunities in hygiene and integrated assemblies.

Agri division and global dairy trends

• Dairy market is shifting as OEMs focus on after-market brands, with Skellerup capturing greater margins through branded products and distribution.

• Geographic migration of dairy production and consolidation of large farming groups are opening new distribution channels and design challenges.

• Innovation in milking clusters and sustainability pressures are driving demand for well-engineered solutions and emissions monitoring.

• Agri strategy centers on broadening solutions, elevating product value through innovation, and expanding into new markets.