Andritz AG · VIE:ANDR
Andritz — Investor Presentation (November 2023)
18 slides from Andritz's investor presentation, November 2023
Slide 1: Innovative Technologies for the Planet
ANDRITZ GROUP INNOVATIVE TECHNOLOGIES FOR THE PLANET A GLOBAL PARTNER FOR KEY INDUSTRIES THAT SHAPE THE WORLD NOVEMBER 2023
Slide 2: No Challenge Is Too Big – A Pioneer in Large-Scale Tech Solutions
NO CHALLENGE IS TOO BIG – A PIONEER IN LARGE-SCALE TECH SOLUTIONS WORLDWIDE WHAT WE DO: WHAT WE ACHIEVE: Empower the circular economy and drive the green transition Sustainable transformation of Large-scale, Sustainable manufacturing state-of-the-art engineering transformation of and services soluti
Slide 3: ANDRITZ in Numbers
ANDRITZ IN NUMBERS AROUND OVER OVER 30,000 280 40 COUNTRIES EMPLOYEES COMPANIES WORLDWIDE WORLDWIDE 3 / ANDRITZ / COMPANY PRESENTATION / NOVEMBER 2023 / © ANDRITZ GROUP
Slide 4: Key Financial Figures for the First Three Quarters 2023
KEY FINANCIAL FIGURES FOR THE FIRST THREE QUARTERS 2023 ORDER INTAKE REVENUE ORDER BACKLOG 6.5 billion EUR 6.2 billion EUR 10.4 billion EUR (Q1-Q3 2022: 7.5 billion EUR / -13%) (Q1-Q3 2022: 5.2 billion EUR / +19%) (Q1-Q3 2022: 10.8 billion EUR / -4%) EBITA EBITA MARGIN NET INCOME (incl. non-control
Slide 5: World Market Leader with Four Business Areas
WORLD MARKET LEADER WITH FOUR BUSINESS AREAS PULP & PAPER METALS HYDRO SEPARATION 47%* 22%* 17%* 14%* Pulp: #1 Forming: #1 #1-3 in sludge dewatering Paper: #3 #1-2 Processing: #1-2 & drying * Share of total Group revenue 2022 # Global market position, estimated by ANDRITZ 5 / ANDRITZ / COMPANY PRESE
Slide 6: Competence, Commitment, Passion – The Whole Team Stands for ANDRITZ Success
COMPETENCE, COMMITMENT, PASSION – THE WHOLE TEAM STANDS FOR ANDRITZ SUCCESS Around 30,000 employees within the ANDRITZ GROUP • Approx. 62% white-collar Asia (without China) Africa, Australia and 38% blue-collar Europe 7% (without Austria China • 4,960 employees 13% 23% and Germany) in Germany Geogra
Slide 7: We Are International
WE ARE INTERNATIONAL Headquarters Regional center Graz 7 / ANDRITZ / COMPANY PRESENTATION / NOVEMBER 2023 / © ANDRITZ GROUP
Slide 8: A Journey of 170 Years from a Foundry to Global Technology Leadership
A JOURNEY OF 170 YEARS FROM A FOUNDRY TO GLOBAL TECHNOLOGY LEADERSHIP 1852 1922 1948 1951 1997 2000 2001 2006 2013 2018 2022 Established by Foundation Expanded to Start of ANDRITZ Pulp ANDRITZ Hydropower Advanced Fabrics and Battery Josef Körösi as of ANDRITZ big turbines manufacturing China technol
Slide 9: We Strengthen Market Positions by Acquisitions
WE STRENGTHEN MARKET POSITIONS BY ACQUISITIONS Acquisitions by business area since 2002 PULP/PAPER METALS HYDRO SEPARATION 2002 ABB Drying 2012 AES 2002 SELAS SAS Furnace Div. 2006 VA TECH HYDRO 2002 3SYS 2003 IDEAS Simulation 2013 MeWa 2004 Kaiser 2007 Tigép 2004 Bird Machine 2003 Acutest Oy 2015 E
Slide 10: Our Strategy: Long-Term Profitable Growth
OUR STRATEGY: LONG-TERM PROFITABLE GROWTH DECARBONIZATION LONG-TERM PROFITABLE GROWTH DIGITALIZATION • Increase revenue • Increase profitability • Increase service share CUSTOMER SERVICE 10 / ANDRITZ / COMPANY PRESENTATION / NOVEMBER 2023 / © ANDRITZ GROUP
Slide 11: "We Care" – Our ESG Program
"WE CARE" – OUR ESG PROGRAM Sustainability is an integrated part of our corporate policy – we are committed to the SBTi (Science Based Targets Initiative) to further reduce our greenhouse gas emissions by 2030 OUR FOCUS E – reduce our CO2 footprint, save resources, and develop sustainable technologi
Slide 12: Well on Track to Reach Our ESG Goals by the End of 2025
WELL ON TRACK TO REACH OUR ESG GOALS BY THE END OF 2025 ENVIRONMENT SOCIAL GOVERNANCE 50% Share of revenue from sustainable solutions and 30% Reduction in the annual accident frequency rate 85% Procurement volume covered by audited suppliers products (>1 day of absence) 45% * compared to the precedi
Slide 13: Decarbonization: Our Sustainable Solutions and Products
DECARBONIZATION OUR SUSTAINABLE SOLUTIONS AND PRODUCTS ENVIRONMENTAL CIRCULAR RENEWABLE E-MOBILITY CLEAN FUELS CARBON TECHNOLOGY ECONOMY ENERGY CAPTURE • Water and wastewater • Reduce waste to a • Technologies for • Production technologies • Technologies that enable • Technologies for carbon treatme
Slide 14: ANDRITZ Share
ANDRITZ SHARE P E R F O R M A N C E Q 1 - Q 3 2 0 2 3 : - 1 0 . 7 % ( AT X : + 1 . 3 % ) S H AR E H O L D E R P E R F O R M A N C E S I N C E I P O ( J U N E ‘ 0 1 ) : + 1 , 7 1 8 % ( AT X : + 1 5 6 % ) STRUCTURE AS OF SEPTEMBER 30, 2023 M A R K E T C A P I TA L I Z AT I O N ( A S O F S E P T E M B
Slide 15: Broad Product Offerings in Digitalization
BROAD PRODUCT OFFERINGS IN DIGITALIZATION With the t e c h n o l o g y b r a n d M e t r i s , ANDRITZ offers a broad portfolio of intelligent, digital solutions and products F U L LY for individual customer needs TAI L O R E D to optimize industrial procedures and processes BENEFITS FOR THE CUSTOME
Slide 16: Health & Safety at ANDRITZ
HEALTH & SAFETY AT ANDRITZ We strive for Z E R O O C C U PAT I O N AL I N J U R I E S & I L L N E S S E S O V E R T H E PAS T TAR G E T 2 0 2 3 TAKE GOOD Y E AR S Reduce the LTAFR* CARE OF LTAFR* R E D U C E D BY FURTHER 30% YOURSELF! from 10.2 in 2016 to 2.8 in 2022 to 2.0 We are constantly improvi
Slide 17: Our Mission, Vision, and Values
OUR MISSION, VISION, AND VALUES „We love what we do and we do everything to make sure that our customers succeed“ OUR MISSION OUR VISION OUR VALUES We drive the success of our customers through In our chosen markets, we are global leaders We at ANDRITZ all share the same core values innovative and q
Slide 18: Thank You!
ENGINEERED SUCCESS