Investment Case

Why invest in Dometic?

1. THE GLOBAL MARKET LEADER WITH A STRONG BRAND IN HIGHLY ATTRACTIVE MOBILE LIVING NICHES

  • Number 1 or number 2 in 75 percent of the relevant markets.
  • High barriers to entry thanks to high product requirements and tailor-made product dimension.
  • Strong and long-term established relationships with our customers.
  • Clear economy of scale in the niches, which are under the radar for large appliance manufacturers.

 

2. FAVORABLE MACRO AND CUSTOMER TRENDS SUPPORTING LONG TERM GROWTH

  • Structural drivers in RVOEM such as demographic changes, increased leisure spending and more focus on outdoor lifestyle.
  • High demand in CPVOEM for improved driver comfort, also supported by new regulations on idling.
  • Shorter replacement cycles and higher spending on leisure and outdoor products in Aftermarket.

 

3. LARGE AND PROFITABLE AFTERMARKET WITH GROWTH

  • Untapped growth potential in core product areas such as cooling boxes, parking coolers and sanitation products.
  • Possibility to enter new product categories where Dometic’s unique distribution can facilitate growth.

 

4. WELL-INVESTED BUSINESS WITH STRONG PROFITABILITY AND RETURNS

  • Investments have been made during more than 40 years as part of Electrolux and as an independent company.
  • Out of our 28 sites only 10 are regarded as major production entities, whereas the remaining are focused on assembly.
  • Low continued investment needs of 2–2.5 percent of net sales in capex and product development respectively

 

5. DIVERSIFICATION ACROSS GEOGRAPHIES, PRODUCTS AND CUSTOMERS ADDS RESILIENCE

  • Three regions with eight different businesses per region giving 24 businesses with own P&L. This reduces risk and cyclicality.

 

6. GROWTH STRATEGY WITH LARGE UPSIDE POTENTIAL

  • Strengthen OEM business within attractive niche positions.
  • Growing Aftermarket business by widening the customer base and product portfolio.
  • Strong balance sheet enables acquisitions of small and large companies that fit into Dometic’s main product areas.

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