{
  "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba",
  "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners",
  "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners",
  "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners",
  "authorName": null,
  "documentKindSlug": "deck",
  "documentKindLabel": "Deck",
  "sourceTypeSlug": "investment_bank",
  "sourceTypeLabel": "Investment bank",
  "presentationDate": "2020-01-01 00:00:00",
  "orientation": null,
  "aspectRatio": null,
  "pageNumber": 25,
  "pageCount": 27,
  "prevPage": 24,
  "nextPage": 26,
  "slideType": "appendix_data",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 25,
  "notes": "The table uses a matrix format to show the intersection of two variables (EBITDA margin delta and revenue growth CAGR) on equity value.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/25",
  "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba",
  "deckJsonHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba.json",
  "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-25",
  "components": [
    {
      "bbox": {
        "h": 0.15,
        "w": 0.85,
        "x": 0.07,
        "y": 0.11
      },
      "kind": "list",
      "text": "Recovery in Ceramics and Tantalum could lead to additional upside in top-line growth and EBITDA margin; Potential for pricing recovery in commercial ceramics; Market share gains in Polymer may offset recent headwinds in MNO2; Potential for expansion of IS&C products beyond the automotive market (e.g., Industrials)",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f49fc382-88c6-44dd-920e-54a26ee5d699",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.45,
        "x": 0.07,
        "y": 0.95
      },
      "kind": "other",
      "text": "Source: ARROW Management Forecast and Company Filings as of January 2, 20XX. Note: Sensitivity analysis as of 2025; assumes constant 2021-2025 WACC.",
      "attrs": null,
      "subkind": "unclassified",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ec8a8807-c726-4310-8296-ec31e984df47",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.4,
        "x": 0.3,
        "y": 0.01
      },
      "kind": "other",
      "text": "Preliminary Draft and Highly Confidential; Subject to Material Revision",
      "attrs": null,
      "subkind": "unclassified",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f7064aa0-b7be-491b-95e6-b2753fb73396",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.72,
        "x": 0.14,
        "y": 0.33
      },
      "kind": "table",
      "text": "Implied Equity Value per Share table showing sensitivity to FY2025E EBITDA margin and Long-Term Revenue Growth (FY2021E - FY2025E CAGR)",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cbf3bdbf-a25e-4d4a-876d-f66468957d53",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.35,
        "x": 0.07,
        "y": 0.07
      },
      "kind": "title",
      "text": "Illustrative Sensitivity Analysis",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6f0867ed-6cec-4cc8-9bc4-faed1908b1e1",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "sensitivity-analysis",
      "slug": null,
      "matchId": "9e1bf0c9-2f93-48a0-80e8-d48f076de305",
      "evidence": "The slide presents a matrix showing how changes in two input variables affect a single output (equity value).",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 27,
      "from": 22,
      "beatId": "173298cf-b6b2-4a7c-b24f-59b5d061d06e",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Impact & Next Steps",
      "beatSlug": "consultants-gambit-impact-next-steps",
      "evidence": "Appendix, Illustrative Sensitivity Analysis",
      "position": 4,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}