ATS End-to-End Automation Solutions Pitch slide image

ATS End-to-End Automation Solutions Pitch

Driving Performance and Innovation ATS Strategic Approach to M&A will Remain a Key Growth Driver Targeting Value Creation in Attractive Markets What We Look For • Growth oriented Attractive Markets • • Strategic Value Fit • • • • . Low cyclicality Regulated spaces Differentiated technology Innovative products Niche applications Geographic penetration Recent Acquisitions AVIDITY SCIENCE Acquired: Nov 2023 Price: US$199mm End Market Exposure . Life Sciences Other Acquisitions IT.ACA. Automation System Integrator Acquired: January 2024 Odyssey Digitalization Solutions Provider Acquired: July 2023 Yazzoom Al Process Optimizer Acquired: June 2023 Triad Successfully Executing Our Playbook . • Reliability Engineering Provider Acquired: March 2023 Zi-Argus • Operational Ability to manage • Synergy potential ABM implementation ROIC Cost of capital Strong EBITDA potential Reoccurring revenue EPS accretion SP Acquired: Dec 2021 Price: US$450mm End Market Exposure Life Sciences CFT LEADERS INNOVATE. Acquired: Mar 2021 Price: C$260mm End Market Exposure • Food Automation System Integrator Acquired: March 2023 IPCOS Production Process Optimization Acquired: Dec 2022 HSG Pharma System Integrator Acquired: Dec 2021 BioDot Fluid Dispensing Equipment Provider Acquired June 2021 • Financial • Returns • • • • Approximately $1.7 billion of capital deployed towards M&A since fiscal 2018 21 acquired companies add differentiated capabilities and exposure to end markets Proven integration playbook applied consistently across all acquisitions Same rigorous evaluation criteria applied to existing portfolio regularly 12 TM
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