Muhlbauer Holding Ag & Co. Kgaa · XETR:MUB
Muhlbauer Holding Ag & Co. Kgaa — German Equity Forum Fall 2010
25 slides from Muhlbauer Holding Ag & Co. Kgaa's conference presentation, Nov 22, 2010
Slide 1: Presentation at German Equity Forum
Presentation at German Equity Forum Hubert Forster (CFO) 22 November 2010 Investor Relations – R15 www.muehlbauer.de info@muehlbauer.de www.muehlbauer.de November 2010 – Mühlbauer Group – Page 1
Slide 2: Content
Content 1. Base 2. Competence 3. Figures 4. Share 5. Market potential 6. Outlook 7. Financial calendar and contact Investor Relations – R15 www.muehlbauer.de November 2010 – Mühlbauer Group – Page 2
Slide 3: Mühlbauer at a Glance
Mühlbauer at a Glance Independent Technology Partner Technological Market know-how combined know-how Mühlbauer is the only one-stop shop supplier of technology and know-how worldwide to support its customers to produce its own ID documents World market leader in equipment for Smart Identificatio
Slide 4: Company facts: Benefit from a strong background
Company facts Benefit from a strong background 2.200 employees on more than 30 locations worldwide General Appr. 400 engineers in research & development Currently more than 350 trainees in the company High standards of sustainability and social commitment Investment Technology & buildings:
Slide 5: Company facts: Worldwide close to our customers
Company facts Worldwide close to our customers Headquarters in Roding and seven further technology centers in Germany Technology center in Newport News, USA Technology center in Melaka, Malaysia Continuation of the internationalization of the Group Establishing of new sites in Shanghai, Turkey a
Slide 6: Company facts: References in growing markets
Company facts References in growing markets Government Customers Smart Card ePassport references references Long-term business relations with world market leaders Independent from individual suppliers, customers or markets As partner of many governments Mühlbauer is the first choice for furthe
Slide 7: Content
Content 1. Base 2. Competence 3. Figures 4. Share 5. Market potential 6. Outlook 7. Financial calendar and contact Investor Relations – R15 www.muehlbauer.de November 2010 – Mühlbauer Group – Page 7
Slide 8: Business fields of the Mühlbauer Group
Company Facts Business fields of the Mühlbauer Group Mühlbauer Smart World High synergistic effects of Mühlbauer`s three business Cards & fields Cards & TECURITY®, Semiconductor Related TECURITY® Products and Precision Parts Cards & TECURITY®: worldwide leading position for complete technology a
Slide 9: Cards & TECURITY: Complete turnkey solutions
Cards & TECURITY® Complete turnkey solutions Competence As the only company in the world Mühlbauer supports Smart Card governments and authorities by the complete technology & IC module & inlay production Card and Smart Card pro- know-how transfer in respect of the realization of ID projects d
Slide 10: Semiconductor Related Products: Allowing flexibility
Semiconductor Related Products Allowing flexibility Semiconductor RFID Smart Label Backend Traceability Solar Competence RFID: With a market share of 80% Mühlbauer is the world market leader in the manufacture of complete production Semicon. Backend solutions for RFID Smart Labels & conversion to
Slide 11: Precision Parts & Systems: Guarantee reliability
Precision Parts & Systems Guarantee reliability Stollberg Roding Nitra (Slovakia) Competence State of the art production centers on three independent manufacturing sites for the production of precision parts CNC-milling CNC-turning Mühlbauer produce for own requirements as well as for extern
Slide 12: Content
Content 1. Base 2. Competence 3. Figures 4. Share 5. Market potential 6. Outlook 7. Financial calendar and contact Investor Relations – R15 www.muehlbauer.de November 2010 – Mühlbauer Group – Page 12
Slide 13: Figures Q3/2010: Order income
Figures Q3/2010 Order income Development of order income Figures in million EUR Q3/2010 Q3/2009 +/- % 9m/2010 9m/2009 +/- % Cards & TECURITY® 35.3 33.8 +1.5 4.4 159.8 93.5 +66.3 70.9 Semiconductor Related 15.9 6.5 +9.4 144.6 48.8 22.6 +26.2 115.9 Products Traceability 4.6 1.2 +3.4 283.3 8.8 3.0 +5.8
Slide 14: Figures Q3/2010: Sales
Figures Q3/2010 Sales Development of sales 1 Figures in million EUR Q3/2010 Q3/2009 +/- % 9m/2010 9m/2009 +/- % Cards & TECURITY® 35.6 29.8 +5.8 19.5 93.2 87.9 +5.3 6.0 Semiconductor Related 11.0 7.2 +3.8 52.8 33.2 21.9 +11.3 51.6 Products Traceability 2.4 1.7 +0,7 41.2 5.8 4.2 +1.6 38.1 Precision P
Slide 15: Figures Q3/2010: Earnings
Figures Q3/2010 Earnings Figures in million EUR Q3/2010 Q3/2009 +/- % 9m/2010 9m/2009 +/- % Net sales 54.5 41.7 +12.8 30.7 147.3 123.0 +24.3 19.8 Gross profit 22.0 14.9 +7.1 47.7 58.3 43.9 +14.4 32.8 EBIT 11.4 2.4 +9.0 375.0 27.6 7.5 +20.1 268.0 EBT 11.5 2.4 +9.1 379.2 27.9 7.5 +20.4 272.0 Net earni
Slide 16: Content
Content 1. Base 2. Competence 3. Figures 4. Share 5. Market potential 6. Outlook 7. Financial calendar and contact Investor Relations – R15 www.muehlbauer.de November 2010 – Mühlbauer Group – Page 16
Slide 17: The Mühlbauer share
The Mühlbauer share Key data related to shares 2009 2008 Number of shares (in million) 14.7 14.7 Share price (Xetra)1 (in EUR) 17.15 17.40 Earnings per share (in EUR) 0.50 1.24 Dividend (in EUR) 1.00 1.00 Dividend yield1 (in %) 5.8 5.7 Market capitalization1 (in EUR million) 252.0 255.7 Equity ratio
Slide 18: Content
Content 1. Base 2. Competence 3. Figures 4. Share 5. Market potential 6. Outlook 7. Financial calendar and contact Investor Relations – R15 www.muehlbauer.de November 2010 – Mühlbauer Group – Page 18
Slide 19: Market potential: Cards & TECURITY
Market potential Cards & TECURITY® Key driver for Cards & TECURITY® Variety of applications: Drivers` license Security and flexibility, e.g. by ePassport, eGovernment, innovative security features ID Card eGovernment New standards, e.g. biometric, contactless identification ePassport Police Crim
Slide 20: Market potential: Semiconductor Related Products
Semiconductor Related Products Market potential Key driver for Semiconductor Related Products RFID development 35 4 30 3 25 produced label bn/year price p. inlay/ct 20 2 15 10 1 5 0 0 1995 2000 2005 2010 Backend Traceability Solar RFID Source: Mühlbauer AG, own research Continuous trend More product
Slide 21: Content
Content 1. Base 2. Competence 3. Figures 4. Share 5. Market potential 6. Outlook 7. Financial calendar and contact Investor Relations – R15 www.muehlbauer.de November 2010 – Mühlbauer Group – Page 21
Slide 22: Outlook
Outlook Cards & TECURITY® Semiconductor Rel. Products Precision Parts & Systems Growth prospect of the TECURITY® Rise in demand for RFID Mechanical engeneering market is unchanged projects in supply chain industries should retain management and in the apparel positive market development Cust
Slide 23: Content
Content 1. Base 2. Competence 3. Figures 4. Share 5. Market potential 6. Outlook 7. Financial calendar and contact Investor Relations – R15 www.muehlbauer.de November 2010 – Mühlbauer Group – Page 23
Slide 24: Financial calendar and contact
Financial calendar and contact Financial calendar: 2 December 2010 European Conference 2010 (London) 16 March 2011 Annual Report 2010 Balance sheet press conference and Analysts conference Contact: Mühlbauer Holding AG & Co. KGaA Investor Relations Phone: +49 9461 952 - 1653 Josef-Mühlbauer-Platz 1
Slide 25: Disclaimer
Disclaimer This information is provided without guaranty or warranty. While the information provided is believed to be accurate, it may include errors or inaccuracies. In no event shall Mühlbauer be liable to any person for any special, indirect or consequential damages relating to this material. Th
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