The Brink's Company (BCO) Investor Presentation summary

Strategic positioning and market leadership

• Operates in over 100 countries with a premier market position, ranking #1 or #2 in most geographies served.

• Focuses on bridging physical and digital commerce through innovative solutions like ATM Managed Services (AMS) and Digital Retail Solutions (DRS).

• Over 166 years of partnership-building to secure commerce globally.

Value creation strategy and growth drivers

• Pursues organic growth by expanding AMS/DRS subscription-based recurring revenue and penetrating large addressable markets.

• Expands profit margins by shifting revenue mix to AMS/DRS and driving cost productivity via the Brink's Business System.

• Improves free cash flow conversion through margin expansion, reduced capital intensity, and shorter cash cycles.

• Maximizes shareholder value with accretive capital allocation.

AMS and DRS business impact

• AMS offers 10–20% total cost of ownership savings, improved ATM uptime, and long-term recurring revenue contracts with accretive EBITDA margins.

• DRS provides retailers with cash solutions as easy as credit/debit, faster access to working capital, and flexible operating models.

• AMS/DRS expands the addressable market by 2–3x, targeting retailers with high cash volumes and remaining outsourced bank ATMs.

• Network optimization through AMS/DRS reduces operational costs and increases efficiency.