Trian Partners 13D Investor Summit – DuPont Presentation

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DuPont

Trian Partners 13D Investor Summit – DuPont Presentation H/T StockPucker Nelson Peltz was kind enough to post his presentation on DuPont online. It’s a short 12-slide presentation. Here’s the takeaway.     Trian’s Investment Thesis For DuPont When Trian issued its Summary White Paper (September 2014), Trian arrived at an implied target value per share in excess of $120(1) by the end of 2017, a 21% internal rate of return (IRR) for shareholders holding DuPont stock during this period Key Assumptions for Trian’s Analysis: – Valuation: 9.9x blended NTM EBITDA multiple(2) – Best-in-class operating performance: Revenue growth and margins in-line with…

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