Georg Fischer Ag · SIX:GF
Georg Fischer — Investor Day (September 2019)
20 slides from Georg Fischer's investor day presentation, Sep 25, 2019
Slide 1: Solutions for the future of mobility
GF Casting Solutions Solutions for the future of mobility Carlos Vasto, President GF Casting Solutions Capital Market Day 2019
Slide 2: Review Technology Day 2016: Future market opportunities through e-mobility
Review Technology Day 2016: Future market opportunities through e-mobility Lifetime volume of acquired e-mobility orders in million CHF 29% 17% 14% 426 343 182 2016 2017 2018 2 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto
Slide 3: Key Market Trends
Key Market Trends 3 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto
Slide 4: Megatrends driving our business
Megatrends driving our business Climate change / CO₂-reduction Urbanization Mobility Automotive Aerospace Lightweight Design New Production Technologies Weight reduction and reduced fuel consumption 4 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto
Slide 5: Automotive Market Trends
Automotive Market Trends 5 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto
Slide 6: Environmental regulations are among the main innovation drivers in the automotive industry
Environmental regulations are among the main innovation drivers in the automotive industry Climate change & CO₂ -reduction 130g CO₂/km By 2015 95 g CO₂/km By 2021 81 g CO₂/km By 2025 59 g CO₂/km By 2030 6 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto
Slide 7: We support the UN Sustainable Development Goals with our solutions
We support the UN Sustainable Development Goals with our solutions Industry, Innovation and Sustainable Cities and Infrastructure Communities Responsible Consumption Climate Action and Production 7 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto
Slide 8: By 2025, >90% of light vehicles are forecasted to be still powered by hybrid / combustion engines
By 2025, >90% of light vehicles are forecasted to be still powered by hybrid / combustion engines Global LV production outlook in mill. units 120 <1% Fuel cell 8% Electric Vehicles Alternative Drives 3% Plug-ins 100 4% Full Hybrids Hybrids 11% Mild Hybrids 80 60 >90% Combustion 40 74% Combustion eng
Slide 9: GF is prepared – and already a strong partner for complex hybrid / alternative drive solutions
GF is prepared – and already a strong partner for complex hybrid / alternative drive solutions … Powertrain Parts in E-Vehicles Transmission Housing E-Engine Housing Battery Housing VW MEB Platform Audi E-Tron VW Golf GTE Source: VW Source: Audi Source: VW 9 Capital Market Day 2019 | 25 September 20
Slide 10: … and for structural parts based on its lightweight expertise …
… and for structural parts based on its lightweight expertise … Structural Parts in E-Vehicles Cross Car Beam Rear Door Frame Shock Tower Jaguar I-PACE Mercedes-Benz EQC Audi e-tron Source: Jaguar Land Rover Source: Daimler Source: Audi 10 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto
Slide 11: … and its global presence in all three major Automotive markets
… and its global presence in all three major Automotive markets Parts in e-vehicles – NAFTA and Asia Upper Door Frame Various Structural Parts US OEM Aiways (China) Source: Aiways 11 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto
Slide 12: GF Solutions to the future of mobility
GF Solutions to the future of mobility Magnesium components up to 50% lighter than aluminum Digital Development Production Know-How Know-How 12 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto
Slide 13: Aerospace Market Trends
Aerospace Market Trends 13 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto
Slide 14: Market trends in Aerospace – geared towards eco-efficiency and alternative powertrain concepts
Market trends in Aerospace – geared towards eco- efficiency and alternative powertrain concepts Eco regulations to reduce Noise, NOx, CO2 Emerging Alternative Drives Source: ZeroAvia Hydrogen-fueled electric powertrain 10-20 seat 500 miles Example: GE9X Jet Engine Image source: GE Aviation - 10% CO2
Slide 15: Main driver remains the traffic increase …
Main driver remains the traffic increase … Traffic has proven to be resilient to external shocks and doubles every 15 years World annual traffic (trillion RPKs) Asian Finanical 25 Crisis 9/11 SARS Crisis Oil Crisis Gulf Crisis Airbus GMF 2018: 4.4% growth p.a. 20 15 10 2x 5 0 1977 1982 1987 1992 199
Slide 16: …driven by backlog and replacement needs
…driven by backlog and replacement needs 50'660 50'000 40'000 24'830 Growth 56% 30'000 44'040 25'830 20'000 19'210 Replacement 44% 10'000 6'620 Retained fleet Number of aircraft worldwide 0 2018 2038 Sources: Fleet Analyzer & Boeing CMO 16 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto
Slide 17: Our focus is on lightweight and efficient aircraft engines
Our focus is on lightweight and efficient aircraft engines Vane Segment Outlet Guide Vane 200 x 200 Turbine x 100 mm 600 –Rear 900 mmFrame 400 – 800 Directs airflow ontommthe turbine Each guide vane has an blades and converts Aerodynamic pressure and mechanical expanding section to slow energy into
Slide 18: GF Solutions for the future of air travel
GF Solutions for the future of air travel GF Casting Solutions offers fully NADCAP certified value chain Precision Additive Casting Manufacturing Know-How Know-How 18 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto
Slide 19: Showcase GF Casting Solutions
Showcase GF Casting Solutions Roger Kupferschmid Head of Research & Development Automotive: Lightweight Design & Digital Production Antoine Marty Head of Sales & Strategy BU Precision Casting + Additive Manufacturing Aerospace: Growth market & Additive Manufacturing 19 Capital Market Day 2019 | 25 S
Slide 20: Thank you!
Thank you!