Daido Steel Co., Ltd. · TSE:5471
Daido Steel — Investor Presentation (August 2023)
19 slides from Daido Steel's investor presentation, Aug 30, 2023
Slide 1: Engineering Business Briefing: About our GX Strategy
Engineering Business Briefing ~ About our GX Strategy ~ Green Transformation August 30, 2023 (The contents of this briefing were posted on our website after some modifications were made.) © 2023 DAIDO STEEL CO.,LTD. All Rights Reserved
Slide 2: The Goals of our Engineering Business
1. The Goals of our Engineering Business ■Contribute to achieving a sustainable society ~ Contribute, especially by helping to achieve carbon neutrality in the industrial world ~ ■Leading the Daido Group's GX strategy ~ Contribute to achieving carbon neutrality by 2050~ 2 © 2023 DAIDO STEEL CO.,LTD.
Slide 3: Introducing our Engineering Business
2. Introducing our Engineering Business Sales: 578.6 billion yen "on a consolidated basis” (for the period ending in March 2023) Specialty steel products: 214.8 billion yen High-performance & 37% magnetic materials: 219.7 billion yen 38% Trading and services: 4% 23.9 billion yen 3% 18% Engineering:
Slide 4: Introducing Our Machinery Division: Strengths
3-1. Introducing Our Machinery Division ☆The Machinery Division’s Strengths☆ The Fusion of Operating and Equipment Technology In 1916, we started designing and manufacturing industrial furnaces, at the same time as we started producing specialty steel. Now, we continue to developing new products
Slide 5: Machinery Division Products: Electric Arc and Refining Furnaces
3-2 Introducing Our Machinery Division ☆Introducing our products☆ Electric arc furnace Refining furnace Our primary customers: Steel manufacturers such as Electric arc furnace steel manufacturers Blast furnace steel manufacturers Major functions of our products: Ladle furnace (LF) Used to melt raw m
Slide 6: Machinery Division Products: Heat Treatment Furnaces
3-3 Introducing Our Machinery Division ☆Introducing our products☆ Reduces the amount of heat required for combustion Burners Heat treatment High heat radiative material (SpyroCor) Highly-efficient heat exchanger furnace ＤＩＮＣＳ® Improves heat transfer by using radiation effect on exhaust side Reduces
Slide 7: Machinery Division Products: Environmental Equipment
3-4. Introducing Our Machinery Division ☆Introducing our products☆ Environmental equipment Our primary customers: Government offices and municipalities Major functions of our products: Reduction of waste material volume, detoxification, and making incineration ash waste and sewage sludge recyclable.
Slide 8: 2030 Vision and Business Objectives
4. 2030 Vision and Business Objectives ■ Our vision for the engineering business in 2030 ■ We will help bring about a low-carbon economy and recycling- oriented society and will lead the way to building a sustainable society that is a better place for all. We count on our track record over many year
Slide 9: The Engineering Business's GX Strategy Products and Services
5. The Engineering Business’s GX Strategy Products and Services ~ The concept of GX strategy ~ Products that contribute to the Achieving a sustainable society realization of carbon neutrality (CN) by increasing the sales of GX ~ Achieving a low-carbon society ~ strategy products and services Large,
Slide 10: Expanding Carbon Neutrality Products: Electric Arc Furnaces
6-1. Expanding our lineup of products that contribute to the achievement of carbon neutrality [Electric arc furnaces] Prerequisites: CO2-free electricity, hydrogen GX strategy for electric arc furnaces STEP2 Reach Capture the demand for electric arc furnaces from blast Large energy-saving carbon fur
Slide 11: Forecast for the Electric Arc Furnace Markets
6-1. Expanding our lineup of products that contribute to the achievement of carbon neutrality [Electric arc furnaces] ☆Forecast for the electric arc furnace markets☆ Trends in the industry and among steel Market By 2030 manufacturers Steel- • Expansion of electric arc furnaces + increased use of The
Slide 12: Expanding Carbon Neutrality Products: STC Furnace
6-2. Expanding our lineup of products that contribute to the achievement of carbon neutrality [STC furnace] GX strategy for heat-treatment furnaces Prerequisites: CO2-free electricity, hydrogen Reduces CO2 emissions Capture the demand for heat-treatment furnaces from growing overseas markets, by dev
Slide 13: Forecast for the STC Furnace Markets
6-2. Expanding our lineup of products that contribute to the achievement of carbon neutrality [STC furnaces] ☆Forecast for the STC furnace markets☆ [Track record and estimates of STC furnace sales (number of units)] Japan Overseas 104 105 2000’s: Explanation of the Japanese automobile market 102 →Th
Slide 14: Expanding Circular-Economy Products: Carbonization Furnaces
6-3. Expanding our lineup of circular-economy products [Carbonization furnaces] Selected for the Ministry of Land, Infrastructure, Transport, and Tourism’s 2023 “Breakthrough by Dynamic Approach in Sewage High Technology Project" (the B-DASH Project). B-DASH is a three-year project, consisting o
Slide 15: (Reference 1) List of Subsidies for New Equipment Installations
(Reference 1) List of subsidies for new equipment installations SII (The Sustainable Open Innovation Initiative) Relevant Policy addressed Subsidy name ministry / Equipment eligible for this subsidy Overview of subsidy agency Support energy Advanced Energy- METI Equipment that contributes greatly 16
Slide 16: (Reference 2) Industrial Furnaces Certified as Energy-Saving Equipment
(Reference 2) Daido Steel's industrial furnaces that have been certified as energy-saving equipment Advanced Energy Conservation Investment Promotion Support Program 10 of our products were certified as "advanced equipment and systems”. Energy-saving Product group No. Product name rate* Electric Arc
Slide 17: Future Development of our Engineering Business
7. Future development of our engineering business Orders received and planned for engineering business A preview of our future products portfolio on a non-consolidated basis (Unit: 100 million yen) Product portfolio Product portfolio 400 for 2022 for 2030 CE: Circular-economy products Existing p
Slide 18: Taking the Initiative on the Daido Carbon-Neutral Challenge
8. Taking the initiative to reach the goals set forth in the Daido Carbon-Neutral Challenge [Taking the lead in the introduction of the latest technologies that contribute to achieving carbon neutrality] Melting process ： Fully communicate the energy-saving technology used for our electric arc fur
Slide 19: Advancing together into the future, with passion!
Advancing together into the future, with passion! 19 © 2023 DAIDO STEEL CO.,LTD. All Rights Reserved