Nordson : First Quarter 2025 Results Presentation
NDSN
Investor Presentation
April 15, 2025
Nasdaq: NDSN
NBS NEXT
OWNER MINDSET
WINNING TEAMS
Nordson is a growth compounder with unique competitive advantages
Company Founded
2024 Revenue
2024 EBITDA%
Employees
Countries with
Direct Presence
1954
$2.7B
32%
8,000+
35+
3
By the Numbers
Consistent Record
Demonstrated
Disciplined focus
Solid Returns
Differentiated
Value to
of Growth
on profitability
Product Portfolio*
Customers
6%
55%
30%
13%
2,100+
Sales Growth
Gross Margins
EBITDA Margins
ROIC
Global Patents
Held
4
Consistent value to
shareholders
61 yrs.
of Annual
Dividend
Increases
Note: Financial amounts presented are averages of 2019 - 2024, except ROIC, which is 2024, and dividends which updated August 2024
*Active Patents as of 10/31/24
Diversified Sources of Sales
FY2024 Profile - $2.7 Billion
Product Type
42%
Parts and
Consumables
58%
Systems
High percentage of recurring
sales from parts and
consumables.
Geographies
29%
44%
Americas
Europe
Asia Pacific
27%
Diversified geographic footprint.
Direct presence in over
35 countries.
5
Diversified End Markets
Medical
Electronics
Consumer Non-Durable
Industrial
27% of revenue
25% of revenue
21% of revenue
14% of revenue
Remaining Markets
13% of revenue
6
Semiconductor packaging
Box sealing
Construction and industrial
Wafer-level packaging
Baby diapers
machinery
Rigid container
Printed circuit boards
Convenience food packaging
Aerospace
Electronic component
Beverage straw and spot
Chemical
assembly - mobile phone,
attachment
camera, ear buds, PC
Container and bottle labeling
Defense
Automotive electronics
Energy
2024 revenue mix includes Atrion acquisition. Data is for directional use only.
How We Are Organized
INDUSTRIAL PRECISION SOLUTIONS
MEDICAL FLUID SOLUTIONS
ADVANCED TECHNOLOGY SOLUTIONS
Adhesives, Industrial Coatings,
Interventional Solutions, Fluid Components
Electronic Processing Systems
Measurement and Control Solutions & Polymer Processing Systems
& Engineered Fluid Dispensing
& Test and Inspection
55%
26%
19%
REVENUE
REVENUE
REVENUE
7
Segment average mix for the full fiscal year ended 10/31/24
Industrial Precision Solutions (IPS)
What we do: Product lines reduce material consumption, increase line efficiency, and enhance product brand and appearance. Components are used for dispensing adhesives, coatings, paint, finishes, sealants and other materials. This business primarily serves the industrial, consumer durables and non-durables markets.
Fiscal 2024 Revenue
Fiscal 2024 EBITDA
$1.4M
37%
Strategic Focus
Geographic Diversification
Historical 5 Yr. Sales CAGR
6%
$1,399
$1,123
24%
40%
Americas
Europe
36%
Asia
2019**
2024
8
**2019 revenue number excludes Xaloy screws and barrels business.
IPS End Markets
% of Revenue / Applications / Growth Rates
CONSUMER NONDURABLE
INDUSTRIAL
OTHER
40% of IPS Sales
35% of IPS Sales
25% of IPS Sales
Corrugated and carton packaging
Industrial manufacturing machinery
Consumer durable (appliance / wood)
Food and beverage packaging
Plastic processing and recycling
Agricultural
Disposable hygiene
Metallic container and can coating
Automotive
Disposable medical garments
Building and construction
Solar and electric battery
Market Growth Rate
Market Growth Rate
Market Growth Rate
1-3%
1-3%
2-4%
9
Medical Fluid Solutions (MFS)
What we do: Fluid management solutions for medical, high-tech industrial and other diverse end markets. Related plastic tubing, balloons, catheters, syringes, cartridges, tips, and fluid connection components are used to dispense or control fluids within customers' medical devices or products, as well as production processes.
Fiscal 2024 Revenue
Fiscal 2024 EBITDA
Strategic Focus
$696M
37%
Differentiated single-use component
solutions and devices:
•
Surgical solutions, including
Historical 5 Yr. Sales CAGR
minimally invasive
Geographic Diversification
(including 2024 Atrion acquisition)*
•
Medical fluid management
$846
components
•
Medical device manufacturing
14%
Americas
8%
$574
•
Industrial technologies
Europe
18%
Asia
Driving growth through differentiated
68%
products in defined market niches
Scaling through M&A, both platform
2019
2024*
and technology tuck-in
10
*2024 includes Atrion acquisition contribution
Disclaimer
Nordson Corporation published this content on April 15, 2025, and is solely responsible for the information contained herein. Distributed via , unedited and unaltered, on April 15, 2025 at 15:44 UTC.