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MORGAN STANLEY 10THANNUAL LAGUNA CONFERENCE GEORGE KOUTSAFTES PRESIDENT AND CEO SAFETY AND PRODUCTIVITY SOLUTIONS
MORGAN STANLEY 10THANNUAL
SAFETY AND PRODUCTIVITY SOLUTIONS
Forward Looking Statements
This presentation contains certain statements that may be deemed “forward -looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934. All
statements, other than statements of historical fact, that address activities, events or developments that we or our manageme nt intends, expects, projects, believes or anticipates will or
may occur in the future are forward looking statements. Such statements are based upon certain assumptions and assessments ma de by our management in light of their experience
and their perception of historical trends, current economic and industry conditions, expected future developments and other f actors they believe to be appropriate. The forward -looking
statements included in this presentation are also subject to a number of material risks and uncertainties, including but not limited to economic, competitive, governmental, technological,
COVID -19 public health factors or impacts of the Russia -Ukraine conflict affecting our operations, markets, products, services a nd prices. Such forward -looking statements are not
guarantees of future performance, and actual results, and other developments, including the potential impact of the COVID -19 pan demic, the Russia -Ukraine conflict, and business
decisions may differ from those envisaged by such forward -looking statements. Any forward -looking plans described herein are not final and may be modified or abandoned at any time.
We identify the principal risks and uncertainties that affect or performance in our Form 10 -K and other filings with the Securit ies and Exchange Commission.
2 Morgan Stanley 10thAnnual Laguna Conference –September 14, 20223Poised for Strong Long -Term Growth and Accelerated Margin ExpansionSPS KEY MESSAGES
3Portfolio well -aligned to long -term e -commerce, healthcare, and energy
transition macro trends
Managing near -term cyclical headwinds through proactive commercial and
Executing on software, services, and connected Breakthrough Initiatives (BTIs)
to grow share of wallet in our install base and drive recurring, high -margin sales
Digitization, supply chain transformation, and operational execution driving
Morgan Stanley 10thAnnual Laguna Conference –September 14, 202244Right to Play in Attractive End MarketsSPS STRONGLY ALIGNED TO MEGATRENDS
Sustainability / New Energy$7.6T TAM
Note: E -commerce TAM refers to Global e -commerce market size by 2028 (source: ResearchandMarkets). Health and Wellness TAM refer s to global medical device market size by 2028 (source: Fortune Business Insights). Sustainable Energy TAM refers to
global investments in renewable energy and emissions monitoring by 2025 (source: Valuates Reports and Markets).Long -Term
Sales CAGRHSDBUSINESSES BENEFITTING
~5% CAGRINDUSTRIAL INTERNET OF THINGS
Morgan Stanley 10thAnnual Laguna Conference –September 14, 2022Productivity Solutions & Services
Advanced Sensing Technologies
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