{
  "docId": "019de518-1317-73c9-bf72-700ce2e180d6",
  "docSlug": "64e4d2670ece8eed50cbdcba50af1081",
  "documentTitle": "LCI Industries | Investor Presentation Deck | 31 slides",
  "authorId": "lci-industries",
  "authorName": "LCI Industries",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-02-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 24,
  "pageCount": 31,
  "prevPage": 23,
  "nextPage": 25,
  "slideType": "revenue_buildup",
  "function": "quantify_opportunity",
  "density": "overcrowded",
  "nDataPoints": 15,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de518-1317-73c9-bf72-700ce2e180d6/24",
  "deckHref": "/decks/019de518-1317-73c9-bf72-700ce2e180d6",
  "deckJsonHref": "/decks/019de518-1317-73c9-bf72-700ce2e180d6.json",
  "deckAnchorHref": "/decks/019de518-1317-73c9-bf72-700ce2e180d6#slide-24",
  "components": [
    {
      "bbox": {
        "h": 0.56,
        "w": 0.4,
        "x": 0.37,
        "y": 0.24
      },
      "kind": "chart",
      "text": "Revenue Profile\n10.6% Organic CAGR\nOrganic Revenue\nAcquired Revenue",
      "attrs": {
        "series_names": [
          "Organic Revenue",
          "Acquired Revenue"
        ],
        "x_axis_labels": [
          "2019",
          "2020",
          "2021",
          "2022",
          "2023"
        ],
        "y_axis_labels": [
          "$1,000",
          "$2,000",
          "$3,000",
          "$4,000",
          "$5,000",
          "$6,000"
        ]
      },
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "94ff903f-2a3e-426a-80f4-3c0606d74d54",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.17,
        "x": 0.8,
        "y": 0.24
      },
      "kind": "image",
      "text": "Recent Acquisitions",
      "attrs": null,
      "subkind": "logo-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c6b1d3bb-41bb-4d9c-9a91-3ee32ef4377c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.32,
        "x": 0.05,
        "y": 0.18
      },
      "kind": "paragraph",
      "text": "Acquisition Strategy\nOver 50 acquisitions in the last 20 years\n• Majority of last 20 acquisitions focused outside of North American RV industry\nLooking for:\n• Great leadership\n• Product innovation\n• Consistency with our core manufacturing disciplines\n• Niche markets\n• Favorable competitive landscape\nTypical synergies to improve EBITDA turns 2x\n• Purchasing power\n• Cross-selling opportunities\n• Capital infusion to drive growth",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1c157384-aaa7-4a33-be02-d65168e18a02",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.58,
        "x": 0.35,
        "y": 0.86
      },
      "kind": "paragraph",
      "text": "LCI's acquisition strategy has driven significant, long-term revenue growth and further diversified the business",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5d4447ec-e839-418d-ab64-484fa07c80c1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.13,
        "x": 0.84,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "LCI INDUSTRIES 24",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ad9c5acc-ebd9-4a05-8e5e-c5cb644f0a44",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.41,
        "x": 0.05,
        "y": 0.06
      },
      "kind": "title",
      "text": "FINANCIAL OVERVIEW",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a863e680-7a43-4837-98e0-a98b8fbe632a",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 24,
      "from": 18,
      "beatId": "8ce14e69-c6ea-425c-8399-868ae87f3476",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Financials",
      "beatSlug": "sequoia-pitch-financials",
      "evidence": "The presentation provides a detailed financial overview, including FY 2023 financial performance, healthy balance sheet, and ample liquidity.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}