Gates Industrial Corporation plc (NYSE:GTES) Q2 2021 Earnings Conference Call August 9, 2021 10:00 AM ET Company Participants Bill Waelke - IR Ivo Jurek - CEO Brooks Mallard - CFO Conference Call Participants Andy Kaplowitz - Citigroup Nigel Coe - Wolfe Research Deane Dray - RBC Capital Mike Halloran - Baird Jeff Hammond - KeyBanc Capital Jerry Revich - Goldman Sachs Julian Mitchell - Barclays Gustavo Gonzalez - Morgan Stanley Jamie Cook - Crédit Suisse Operator Good day. Thank you for standing by. And welc ...

1 Q2 2021 EARNINGS PRESENTATION BAY 2 AUGUST 9, 2021 SURED LEASE SERVED AND LEASE COLLECTION CONSTITUTION CONSULTION CONSULTION CONSULTION CONSULTION CONSULTION CONTENTIAL 2 LEGAL DISCLAIMERS ** FORWARD-LOOKING STATEMENTS This presentation contains, and management may make on our call today, forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In some cases, you can identify these forward-l ...

DRIVEN BY POSSIBILITY JUNE 2021 LEGAL DISCLAIMERS 2 FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In some cases, you can identify these forward-looking statements by the use of words such as "outlook," "believes," "expects," "potential," "continues," "may," "will," "should," "could," "seeks," "predicts," "intends," "trends" "plans ...

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Q1 2021 EARNINGS PRESENTATION MAY 10, 2021 【 】【 2 LEGAL DISCLAIMERS " FORWARD-LOOKING STATEMENTS This presentation contains, and management may make on our call today, forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In some cases, you can identify these forward-looking statements by the use of words such as "outlook," "believes," "expects," "potential," "continues," "may," "will," "sho ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2021 was $881 million, representing a year-over-year core growth of 21% [12] - Adjusted EBITDA for the quarter was $196 million, reflecting a growth of over 60% compared to the prior year, with a margin expansion of 530 basis points [13] - Adjusted earnings per share were $0.33, an increase of 57% year-over-year [14] Business Line Data and Key Metrics Changes - Power Transmission segment revenue grew nearly 27% year-over-year, with core growth of 23% [15] - Fluid Power segment revenue increased by 20% year-over-year, including core growth of approximately 18% [16] - Sales of new products in the Fluid Power segment increased nearly 90% year-over-year [18] Market Data and Key Metrics Changes - Strong double-digit core growth was delivered across all regions, with China and emerging markets significantly outperforming [20] - In China, diversified industrial and automotive replacement applications saw growth of approximately 100% year-over-year [20] - North America experienced solid year-over-year core growth, particularly in diversified industrial and agricultural applications [21] Company Strategy and Development Direction - The company is focused on sustainable above-market growth, leveraging innovation investments and operational execution to drive performance [7][29] - The company is committed to sustainability, as highlighted in its 2020 sustainability report, which outlines initiatives in governance, community involvement, and environmental impact [11] - The company is raising its full-year guidance for core revenue growth to 18% to 21% [25] Management's Comments on Operating Environment and Future Outlook - Management noted that economic momentum is building across most end markets, contributing to solid performance that exceeded original guidance [7] - The company is navigating challenges such as inflation, tight raw material supply, and labor market scarcity while maintaining strong operational execution [9][10] - Management expressed confidence in managing through current complexities and anticipates strong demand as economic activity improves globally [27] Other Important Information - The company expects free cash flow conversion to be greater than 80% for the year [25] - Net leverage improved to 3.8 turns from 4.3 turns at the end of 2020, with a goal of reaching 2 to 3x net leverage by the end of 2021 [24] Q&A Session Summary Question: Recent trends and order momentum - Management confirmed that positive demand trends continued into April, with strength across all regions and segments, although there are concerns regarding labor availability and automotive OEM demand [35][36] Question: North America growth dynamics - Management indicated that North America growth was strong, driven by order fulfillment capabilities rather than demand growth, and that first-fit channels are expected to outperform in Q2 [41][42] Question: Price/cost dynamics - Management discussed price increases implemented in Q1 and additional pricing strategies to offset inflationary pressures, particularly in metals and chemicals [51][54] Question: Growth in belt from chain conversion - Management highlighted significant market opportunities for alternative power transmission technologies, with ongoing design wins contributing to growth [58][60] Question: Balance sheet and M&A pipeline - Management noted a robust M&A pipeline but emphasized a disciplined approach to acquisitions, focusing on generating decent returns [70][71] Question: Operating leverage and margin expansion - Management expressed optimism about maintaining strong incremental margins, anticipating low to mid-40s incrementals for the full year [76][78] Question: Free cash flow guidance - Management reiterated confidence in achieving over 80% free cash flow conversion, driven by higher growth and effective working capital management [81][83]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 2, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number 001-38366 Gates Industrial Corporation plc (Exact Name of Registrant as Specified in its Charter) England and Wales ...

Gates Industrial Corporation plc (NYSE:GTES) Q4 2020 Earnings Conference Call February 8, 2021 10:00 AM ET Company Participants Bill Waelke - Head of Investor Relations Ivo Jurek - Chief Executive Officer Brooks Mallard - Chief Financial Officer Conference Call Participants Andrew Kaplowitz - Citi Jeff Hammond - KeyBanc Capital Markets Damian Karas - UBS Jamie Cook - Credit Suisse Jerry Revich - Goldman Sachs Julian Mitchell - Barclays Deane Dray - RBC Capital Markets Josh Pokrzywinski - Morgan Stanley Oper ...

Gates Industrial Corporation plc (NYSE:GTES) Q3 2020 Results Earnings Conference Call November 3, 2020 10:00 AM ET Company Participants Bill Waelke - Vice President, Investor Relations Ivo Jurek - Chief Executive Officer Brooks Mallard - Chief Financial Officer Conference Call Participants Vlad Bystricky - Citigroup Jeff Hammond - KeyBanc Capital Markets Deane Dray - RBC Capital Markets Trish Gorman - Barclays Damian Karas - UBS Operator Ladies and gentlemen, thank you for standing by. And welcome to the Ga ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 28, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number 001-38366 Gates Industrial Corporation plc (Exact Name of Registrant as Specified in its Charter) England and Wales 98-1395184 (Stat ...