WD-40 Company (WDFC) Investor Presentation summary

Investment highlights

• Sustainable competitive advantages and an iconic global brand drive resilient, dependable earnings growth and significant cash flow generation, supported by an asset-light strategy and strong balance sheet.

• Highly engaged culture and experienced leadership team with over 255 years of combined company experience enable significant growth opportunities.

Brand and product portfolio

• Maintenance products account for approximately 95% of net sales, with the WD-40 Multi-Use Product as the core growth engine.

• Homecare and cleaning products are being divested, with the EIMEA segment sale completed in FY25 and Americas divestiture ongoing.

• Premiumized products and the WD-40 Specialist line are key growth drivers, with premiumized products achieving a 9.4% five-year CAGR and Specialist products a 14.4% five-year CAGR.

Strategic framework and growth initiatives

• Four-by-Four Strategic Framework focuses on geographic expansion, premiumization, Specialist product growth, and digital commerce acceleration.

• Long-term growth targets: Americas 5-8% CAGR, EIMEA 8-11% CAGR, APAC 10-13% CAGR, and company-wide mid-to-high single digits.

• Significant market opportunities identified in China, India, Indonesia, Brazil, and Mexico, with strong recent sales growth in these regions.