Chart Industries, Inc. · NYSE:GTLS
Chart Industries — Piper Jaffray Investor Meetings December 2012
16 slides from Chart Industries's conference presentation, Dec 5, 2012
Slide 1: Chart Industries, Inc. Piper Jaffray Investor Meetings
Exhibit 99.1 CHART INDUSTRIES, INC. PIPER JAFFRAY INVESTOR MEETINGS DECEMBER 5 AND 6, 2012
Slide 2: Disclosure
Disclosure Forward-Looking Statements: This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. The use of words such as “may”, “might”, “should”, “will”, “expect”, “plan”, “anticipate”, “believe”, “estimate”, “project”, “for
Slide 3: Company Overview
Company Overview Chart Industries is a leading provider of highly engineered cryogenic equipment for the hydrocarbon, industrial gas, and biomedical markets Technology leader that provides high-end equipment to the energy industry, which is the largest end-user of Chart’s products One of the leading
Slide 4: Energy & Chemicals (E&C) Segment Overview
Energy & Chemicals (E&C) Segment Overview Selected Products LTM June 2012 Sales by Product / Region Cold Boxes and Brazed Aluminium Production LNG VIP Heat Exchangers Middle East & 29% 45% RoW 27% U.S. Americas 44% (Non-US) 3% Heat Exchanger Air Cooled Heat Asia Exchangers Europe 25% 26% 1% Highligh
Slide 5: Distribution & Storage (D&S) Segment Overview
Distribution & Storage (D&S) Segment Overview Selected Products LTM June 2012 Sales by Product / Region Distribution LNG Terminals and Vehicle Fuel Americas RoW Systems 16% (Non-US) 2% Beverage Liquid 10% Bulk Storage CO Systems Systems 2 6% 34% Asia Parts, Repair and On- 22% Site Service U.S. 9% 44
Slide 6: BioMedical Segment Overview
BioMedical Segment Overview Selected Products LTM June 2012 Sales by Product / Region Americas RoW End-Use Consumption 1% (Non-US) 4% Biological Liquid Oxygen Storage Asia (LOX) Therapy Systems 12% Systems 33% U.S. 51% 37% Stainless Steel Freezer Non-LOX Respiratory Europe Therapy Systems 46% 16% Hi
Slide 7: Global Manufacturing and Distribution Platform
Global Manufacturing and Distribution Platform Manufacturing facilities are strategically located in lower-cost countries and near centers of demand Operating leverage provides the flexibility to expand and reduce capacity as needed Major manufacturing locations include: China, Changzhou (D&S and E&
Slide 8: Growth Opportunities
Growth Opportunities D&S •Global LNG opportunity • Strong relationships with E&C Industrial Gas customers •Global base load LNG projects • Growth in natural gas processing • Emerging market opportunities BioMedical •Aging demographics • Product expansion • Increasing biological research GTLS: GAS TO
Slide 9: Global Appetite For Energy
Global Appetite For Energy Source: ExxonMobil 2012 –The Outlook for Energy, A View to 2040 Natural gas expansion – Natural gas demand is expected to continue to grow at a pace faster than coal and oil, and will be heavily weighted towards emerging economies, which is expected to drive demand for Cha
Slide 10: Natural Gas Expected To Grow Globally
Natural Gas Expected To Grow Globally Efforts to reduce emissions will help gas become the world’s #2 fuel overtaking coal Many applications are suited to natural gas hence it can displace oil, coal and LPG By 2040 it is estimated that 15% of global gas demand will be met by LNG Shale gas and coal m
Slide 11: LNG Value Chain Opportunities
LNG Value Chain Opportunities Chart provides a broad offering of products and solutions for the full LNG value chain: LNG liquefiers, transportation equipment, terminal storage equipment and vehicle tanks for both on-road and off-road heavy duty vehicles and marine applications GTLS: GAS TO LIQUID S
Slide 12: LNG Storage, Transportation & Delivery
LNG Storage, Transportation & Delivery GTLS: GAS TO LIQUID SYSTEMS 11
Slide 13: LNG Fueling
LNG Fueling GTLS: GAS TO LIQUID SYSTEMS 12
Slide 14: Strong Track Record of Successful Execution
Strong Track Record of Successful Execution Last Growth 1000 Cycle CAGR 160 Similar or higher growth, leveraged by (2004-2008) 900 Sales 25% acquisitions, expected to occur again during the 140 Oper. Inc. 38% current growth cycle 800 120 700 100 The return of large contract orders and the 600 improv
Slide 15: Historical Orders and Backlog
Historical Orders and Backlog Quarterly Orders ($MM) Quarter-end Backlog ($MM) 700 700 E&C E&C D&S D&S 600 600 BioMed BioMed 500 500 400 400 300 300 200 200 100 100 0 0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2009 2009 2009 2009 2010 2010 2010 2010 2
Slide 16: Summary of Investment Highlights
Summary of Investment Highlights Chart continues to represent a unique investment opportunity to capitalize on global energy demand, growth in natural gas and LNG use, and a growing biomedical business Positioned for Significant Growth Very Stable Business Model • Exploit LNG and NG growth • Attract
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