Munters Group Ab · OMXSTO:MTRS
Munters Group Ab — Investor Day (2024)
16 slides from Munters Group Ab's investor day presentation, 2024
Slide 1: On a journey towards accelerated growth
On a journey towards accelerated growth Pia Brantgärde Linder, GVP & President FoodTech Capital Markets Day 2024
Slide 2: A world leader in digital and climate solutions for the global food supply chain
A world leader in digital and climate solutions for the global food supply chain Key figures Q1 2024 ARR (MSEK) development Q1 2023-Q1 2024 859 17% 11.7% 13 Employees (FTEs) of Group Net adj. EBITA margin Production & Sales software locations Growth & Profitability 20 4000 Regional distribution Q1 1
Slide 3: Retrospect from CMD 2021 - FoodTech on a journey
Retrospect from CMD 2021 - FoodTech on a journey Our offering Our strategic direction Achievements Results, Q1 2024 IV. Growth of digital +17% Lead the software market Launch of Amino platform and additional modules Order intake growth, Q1 2024 vs Q1 2023 Investments in innovation, software deve
Slide 4: FoodTech on a journey of accelerated growth
FoodTech on a journey of accelerated growth 3. Establishing the data eco-system 1. Developing existing segments 2. Replicating into new segments & attracting technology leaders Continuous enhancements and penetration of Expansion to new segments, leveraging Establishment of eco-system, being the alr
Slide 5: Footprint & global investments for the future
Footprint & global investments for the future Climate solutions Digital Innovation and further Investments for efficiency improvements accelerated growth in operations New R&D Product and Develop innovation -ment Scale for growth Efficiency & productivity Existing Cont’d expansion New Cont’d geograp
Slide 6: Deepdive into the digital business in FoodTech
Deepdive into the digital business in FoodTech
Slide 7: FoodTech's digital business - We are on a mission!
FoodTech’s digital business - We are on a mission! We help to feed the world by changing the way we farm and produce food
Slide 8: Starting point - Improving food safety is crucial for the future
Starting Startingpoint point--Improving Improvingfood foodsafety safetyisiscrucial crucial for forthe thefuture future 815 million people go to bed hungry 1 This results in roughly tnUSD in economic every night ~65% losses per year, accounting for: of waste & loss Around 1/3 of all food produced glo
Slide 9: Megatrends and expectations
Megatrends and expectations Climate change & Urbanization & an Accelerating Globalization resource scarcity aging and growing digitization & use of Megatrends population AI … high quality Transform livestock… products to retail and consumers Supply chain FEEDING BREEDING GROWING PROCESSING expectati
Slide 10: FoodTech's digital business and the value we add
FoodTech’s digital business and the value we add Example: Wireless sensors & Cameras Our base Extended footprint Supply chain TRIO Controllers Acquisition of Brazilian management software InoBram TRIO Farm monitoring solutions AI-driven cameras for for feed management weight prediction IoT & Sensors
Slide 11: The new Amino sustainability module
The new Amino sustainability module What? How? Supply chain carbon Utilizing data collection in Amino: accounting in Amino Energy Detailed dashboards Water and Wastewater • Farm-level granularity • Month to month performance Transportation comparisons Fuel • Scope 1 – 3 breakdown Refrigerants Auditi
Slide 12: A culture of innovation - AI at the core of our offer
A culture of innovation - AI at the core of our offer 100+ Software development and data science teams in our Digital businesses Machine Learning and AI powering customer value Creation • Amino add-ons powered by AI • Controller Munters Academy leveraging AI Generative AI as increased efficiency too
Slide 13: Our offering - an ecosystem optimizing the food supply chain
Our offering - an ecosystem optimizing the food supply chain Tech Tech Company Company AGNOSTIC SUPPLY CHAIN OPTIMIZATION SOFTWARE CONSUMER NUTRITION FEEDING B REEDING GROWING P ROCESSING RETAIL GENETICS IoT Hub DATA CAPTURE PLATFORMS IoT & Sensors Tech TRIO Tech Company Company Controllers & Sensor
Slide 14: We are creating a new market
We are creating a new market Estimated addressable market The global market for for FoodTech SaaS solutions food production 45,000 BSEK - Estimated food market production value TOTAL Whereof: ADDRESSABLE MARKET? 18,000 BSEK is related to animal protein CURRENTLY 15-20 BSEK ADRESSABLE and ARR 10 BSEK
Slide 15: On a journey towards accelerated growth
On a journey towards accelerated growth Market creators with Equipment well Clear strategy for scalable platforms positioned for growth accelerated growth with AI and sustainability at core 15
Slide 16: Forward-looking statements disclaimer
This presentation contains forward-looking statements that reflect Munters’ current expectations on future events and Munters’ financial and operational development. Although Munters believes that the expectations reflected in such forward-looking statements are based on reasonable assumptions, no a