Valmet Corp · OMXHEX:VALMT
Valmet — Investor Day (September 2018)
10 slides from Valmet's investor day presentation, Sep 18, 2018
Slide 1: A leading supplier for Pulp and Energy
A leading supplier for Pulp and Energy Bertel Karlstedt President, Pulp and Energy Business Line Capital Markets Day 2018
Slide 2: Pulp and Energy business line offering
Pulp and Energy business line offering Pulp Energy • Wood and pulp handling • Heat and power generation – Wood handling, fuel handling, pulp drying – Fluidized bed boilers, bio-grate boilers, biomass and waste gasification • Fiber processing – Boiler islands and small power plants – Complete fiber l
Slide 3: Pulp and Energy key figures at a glance
Pulp and Energy key figures at a glance Orders received Net sales Net sales by area Net sales by business unit (EUR million) (EUR million) (last 12 months) (last 12 months) 1,344 2% 16% 11% 939 4% 864 907 956 913 826 827 40% 679 800 680 550 60% 67% 2013 2014 2015 2016 2017 LTM 2013 2014 2015 2016 20
Slide 4: Recent development
Recent development Recent development New products and applications • Orders received from small and medium sized projects • RECOX+ high performance recovery boiler in Pulp concept Customer • Strong market share in dissolving pulp • Biomass dryer and gasification for lime • Growth in Asia-Pacific an
Slide 5: Outlook Pulp
Outlook Pulp • Pulp prices expected to remain at high level Pulp price development 2010–2018 – Demand continues to grow – No major new mills starting up • Mega mill investments are picking up – Majority of new mega mills coming to South America – Demand for northern softwood driving investments in F
Slide 6: Outlook Energy
Outlook Energy • Energy demand grows in developing countries • Process steam in industrial segment mainly produced with thermal power • Renewable biomass continues to have an important role in energy mix due to security of supply and ability to respond to demand – EU renewable energy directive (RED
Slide 7: Actions to improve flexibility, profitability and market share
Actions to improve flexibility, profitability and market share Actions to improve flexibility, profitability and market share • Win and secure mega mill cases in Pulp Customer • Continue China and Asia-Pacific driven growth in Energy • Focus on single island, and small and medium scale deliveries •
Slide 8: Growing demand for dissolving pulp: Case Sappi Ngodwana
Customer excellence Growing demand for dissolving pulp: Case Sappi Ngodwana 210,000 ADt/a dissolving wood pulp in South Africa Increased demand for dissolving pulp, both textile and specialty uses – Driven by megatrends: population growth and higher purchasing power in emerging markets – Wood base
Slide 9: New markets with marine scrubbers
New technology New markets with marine scrubbers Addressing the IMO SOx regulation IMO has set a global limit for sulfur fuel oil used on board ships from January 1, 2020 There are three primary options to comply with the regulation – Operate with old high sulfur fuel oil and use exhaust gas cle
Slide 10: Forward
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