Chart Industries, Inc. · NYSE:GTLS
Chart Industries — Craig-Hallum Investor Conference 2012
17 slides from Chart Industries's conference presentation, May 30, 2012
Slide 1: Chart Industries, Inc. – Craig-Hallum Investor Conference
® GTLS: GAS TO LIQUID SYSTEMS CHART INDUSTRIES, INC. CRAIG-HALLUM INVESTOR CONFERENCE May 30, 2012
Slide 2: Disclosure
Disclosure Forward-Looking Statements: This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. The use of words such as “may”, “might”, “should”, “will”, “expect”, “plan”, “anticipate”, “believe”, “estimate”, “project”, “for
Slide 3: Company Overview
Company Overview Chart Industries is a leading provider of highly engineered cryogenic equipment for the hydrocarbon, industrial gas, and biomedical markets Technology leader that provides high-end equipment to the energy industry, which is the largest end-user of Chart’s products One of the leading
Slide 4: Energy & Chemicals (E&C) Segment Overview
Energy & Chemicals (E&C) Segment Overview Selected Products 2011 Sales by Product / Region Cold Boxes and Brazed Aluminium Middle East & Production LNG VIP Heat Exchangers RoW 44% 18% 23% Americas (Non-US) 11% U.S. 47% Heat Exchanger Asia Air Cooled Heat 23% Exchangers Europe 33% 1% Highlights Techn
Slide 5: Distribution & Storage (D&S) Segment Overview
Distribution & Storage (D&S) Segment Overview Selected Products 2011 Sales by Product / Region Distribution LNG Terminals and Vehicle Fuel Americas RoW Beverage Liquid Systems 12% CO Systems (Non-US) 3% 2 6% Bulk Storage 10% Systems Parts, Repair and On- 36% Asia Site Service 21% 9% U.S. VIP, System
Slide 6: BioMedical Segment Overview
BioMedical Segment Overview Selected Products 2011 Sales by Product / Region Americas RoW End-Use Consumption 1% Biological Liquid Oxygen (Non-US) Storage (LOX) Therapy 5% Systems Systems Asia 30% 52% 10% U.S. 38% Stainless Steel Freezer Non-LOX Respiratory Therapy Systems Europe 18% 46% Highlights
Slide 7: Global Manufacturing and Distribution Platform
Global Manufacturing and Distribution Platform Manufacturing facilities are strategically located in lower-cost countries and near centers of demand Operating leverage provides the flexibility to expand and reduce capacity as needed Major manufacturing locations include: China, Changzhou (D&S and E&
Slide 8: Growth Opportunities
Growth Opportunities D&S • Global LNG opportunity • Strong relationships with Industrial Gas customers E&C • Demand for Industrial Gas • Global base load LNG projected to increase 8% projects per year • Growth in natural gas processing • Emerging market opportunities BioMedical • Aging demographics
Slide 9: Global Appetite For Energy
Global Appetite For Energy Source: ExxonMobil 2012 – The Outlook for Energy, A View to 2040 Natural gas expansion – Natural gas demand is expected to continue to grow at a pace faster than coal and oil, and will be heavily weighted towards emerging economies, which is expected to drive demand for Ch
Slide 10: Natural Gas Expected To Grow Globally
Natural Gas Expected To Grow Globally Efforts to reduce emissions will help gas become the world’s #2 fuel overtaking coal Many applications are suited to natural gas hence it can displace oil, coal and LPG By 2040 it is estimated that 15% of global gas demand will be met by LNG Shale gas and coal m
Slide 11: LNG Value Chain Opportunities
LNG Value Chain Opportunities Chart provides a broad offering of products and solutions for the full LNG value chain: LNG liquefiers, transportation equipment, terminal storage equipment and vehicle tanks for both on-road and off-road heavy duty vehicles and marine applications GTLS: GAS TO LIQUID S
Slide 12: LNG Storage, Transportation & Delivery
LNG Storage, Transportation & Delivery GTLS: GAS TO LIQUID SYSTEMS 11
Slide 13: LNG Fueling
LNG Fueling GTLS: GAS TO LIQUID SYSTEMS 12
Slide 14: Strong Track Record of Successful Execution
Strong Track Record of Successful Execution 900 Last Growth 160 Cycle CAGR 800 (2004-2008) Similar or higher growth, leveraged by 140 Sales 25% acquisitions, expected to occur again during the 700 Oper. Inc. 38% 120 current growth cycle 600 100 500 The return of large contract orders and the 80 impr
Slide 15: Historical Orders and Backlog
Historical Orders and Backlog Quarterly Orders ($MM) Quarter-end Backlog ($MM) 700 700 E&C E&C D&S D&S 600 600 BioMed BioMed 500 500 400 400 300 300 200 200 100 100 0 0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2009 2009 2009 2009 2010 2010 2010 2010 2011 2011 201
Slide 16: Outlook for 2012
Outlook for 2012 Based on a substantial order backlog, solid financial resources, and an attractive portfolio of product solutions, we expect another solid year in 2012. We believe energy investments, especially in natural gas applications, are at an early-stage of a multi-year growth cycle. We anti
Slide 17: Summary of Investment Highlights
Summary of Investment Highlights Chart continues to represent a unique investment opportunity to capitalize on global energy demand, growth in natural gas use, and biomedical opportunities Positioned for Significant Growth Very Stable Business Model Exploit LNG and NG growth Opportunities with globa
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