Vaisala Oyj Class A · OMXHEX:VAIAS

Vaisala Oyj Class A — Investor Day (June 2017)

19 slides from Vaisala Oyj Class A's investor day presentation, Jun 13, 2017

  1. Slide 1: Observations for a Better World

    Observations for a Better World Vaisala Capital Markets Day, June 13, 2017 Kjell Forsén

  2. Slide 2: CEO's Reflections on Vaisala's Ten Years Journey

    CEO’s Reflections on Vaisala’s Ten Years Journey  From garage to industrial approach  Customer focus/outside-in view  Increased ambition for growth  Development of capabilities  Management changes  Importance of compliance  Simplification in broad scale  Drive development of services busines

  3. Slide 3: Vaisala Net Sales Has Grown 4.5% Annually Over the Past Ten Years

    Vaisala Net Sales Has Grown 4.5% Annually Over the Past Ten Years MEUR 350 +45% 300 250 +14% 200 150 +91% 100 50 0 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Vaisala Weather and Environment Industrial Measurements Page 3 © Vaisala June 13, 2017 Capital Markets Day 2017

  4. Slide 4: Operating Profit Margin Improving Towards the Target level

    Operating Profit Margin Improving Towards the Target level % MEUR 50 20 40 15 30 +5 p.p. 10 20 5 10 0 0 2006 2007 2008 2009 2010 2011 2012 2013* 2014 2015 2016** Operating profit Operating profit margin * Excl. EUR 4.3 million write-down of goodwill and intangible assets from the acquisition of Veri

  5. Slide 5: Vaisala Has Invested in R&D Continuosly

    Vaisala Has Invested in R&D Continuosly MEUR 40 +84% 35 30 +19% 25 20 15 +98% 10 5 0 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Vaisala Weather and Environment Industrial Measurements Page 5 © Vaisala June 13, 2017 Capital Markets Day 2017

  6. Slide 6: Strong Cash Flow Provides Flexibility

    Strong Cash Flow Provides Flexibility MEUR 60 50 40 30 20 10 0 2006 2007 2008 2009 2010 2011 2012 2013* 2014 2015 2016** -10 Cash flow from operations EBIT * Excl. EUR 4.3 million write-down of goodwill and intangible assets from the acquisition of Veriteq Instruments Inc. in 2010. ** Excl. EUR 10.5

  7. Slide 7: Solid Dividend Over the Years

    Solid Dividend Over the Years Dividend policy: Vaisala aims to pay a stable dividend, which will increase in line with net profit development. Vaisala’s goal is to maintain high solvency and to take future investment plans into account. EUR 1.40 1.20 0.95 1.00 1.00 0.90 0.90 0.90 0.90 0.85 0.85 0.80

  8. Slide 8: Strong Foundation for Profitabile Growth

    Strong Foundation for Profitabile Growth  Strategy well in line with global mega trends  Active innovation  Expanding addressable market  Strong brand  Systems and processes in place  High customer satisfaction  Competent people  High employee satisfaction  Strong cash flow and financial po

  9. Slide 9: Weather and Environment Markets

    Weather and Environment Markets METEOROLOGY TRANSPORTATION RENEWABLE ENERGY AMBIENT AIR QUALITY MEGA TRENDS Page 9 © Vaisala June 13, 2017 Capital Markets Day 2017

  10. Slide 10: Industrial Measurements Markets

    Industrial Measurements Markets HIGH-END HUMIDITY HIGH-END CARBON DIOXIDE LIFE SCIENCE POWER TRANSMISSION MEGA TRENDS Page 10 © Vaisala June 13, 2017 Capital Markets Day 2017

  11. Slide 11: Strategic Priorities

    Strategic Priorities Weather and Environment Industrial Measurements Operations Drive profitability and growth Further acclerate growth Continue to develop through expansion of through product leadership excellence in high mix low industry-leading products and volume supply chain digital solutions •

  12. Slide 12: Long-term Financial Targets 2017–2021: Profitable Growth

    Long-term Financial Targets 2017–2021: Profitable Growth In selected markets Growth Average Growth > Growth annual growth 5% Digital solutions Life science >10% Power transmission Profitability Profitability Profitability > Operating profit margin (EBIT) 15% Page 12 © Vaisala June 13, 2017 Capital M

  13. Slide 13: Long-Term Financial Targets: EBIT 15%

    Long-Term Financial Targets: EBIT 15% Life science, power Investments in R&D transmission and new and Sales & instruments bring high Marketing capabilities 20% value add to customers Growth of weather instruments and solutions business driving economies of scale Growth of high-end 15% humidity and c

  14. Slide 14: Page 14 © Vaisala June 13, 2017

    Page 14 © Vaisala June 13, 2017 Capital Markets Day 2017

  15. Slide 15: Highlights of Values Created for Society, Environment & Employees in 2016

    Highlights of Values Created for Society, Environment & Employees in 2016 89% Carbon Emissions Reduced by Water efficiency at manufacturing of energy consumed In 2016 was from Renewable sources -81% compared 67% sites improved by in last 10 years Committed to use 100% renewable energy by 2020 to 2

  16. Slide 16: Highlights of Values Created for Customers in 2016

    Highlights of Values Created for Customers in 2016 100,000+ Every flight around the world will at some point 97.9% of surveyed customers were Installations of HUMICAP® satisfied or use weather observations Humidity and Temperature by Vaisala equipment very satisfied Transmitter Series HMT330 with Va

  17. Slide 17: Market Outlook 2017

    Market Outlook 2017  Global economic growth improved in Q1 2017, and latest forecasts refer to a moderate outlook. Increase in commodity prices, especially in crude oil, is expected to improve outlook of several emerging economies. During Q1, also performance of global manufacturing industry improv

  18. Slide 18: Business Outlook 2017 unchanged

    Business Outlook 2017 unchanged  Vaisala estimates its full year 2017 net sales to be in the range of EUR 310–340 million and its operating result (EBIT) to be in the range of EUR 32–42 million. Net sales Operating result MEUR MEUR 320 40 318.5 319.1 32.8* 300 30 299.7 30.2 29.6 293.3 26.4 280 20 2

  19. Slide 19: Observations for a Better World

    Observations for a Better World Page 19 © Vaisala June 13, 2017 Capital Markets Day 2017

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