Georg Fischer Ag · SIX:GF
Georg Fischer — Investor Presentation (September 2023)
34 slides from Georg Fischer's investor presentation, September 2023
Slide 1: Investors Presentation
September 2023 Investors Presentation Andreas Müller (CEO), Mads Joergensen (CFO), Daniel Bösiger (Head of IR), Nadine Gruber (Head of IR appointed) © GF v3.0
Slide 2: Disclaimer
Not for release, publication or distribution in the United States, Canada, Australia or Japan Disclaimer THE CONTENTS OF THIS PRESENTATION MAY NOT BE RELEASED, PUBLISHED OR Information for Shareholders of Uponor in the United States DISTRIBUTED, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INT
Slide 3: Disclaimer
Not for release, publication or distribution in the United States, Canada, Australia or Japan Disclaimer This publication constitutes neither an offer to sell nor a solicitation to buy securities of Georg Fischer AG or of any other company and it does not constitute a prospectus or similar notice wi
Slide 4: Pioneering industrial technology
GF Corporate Not for release, publication or distribution in the United States, Canada, Australia or Japan Pioneering industrial technology GF Corporate GF Piping Systems GF Casting Solutions GF Machining Solutions 1802 1864 1897 1921 GF founded First piping First automotive First in Schaffhausen sy
Slide 5: Today GF stays at the forefront of new technologies
GF Corporate Not for release, publication or distribution in the United States, Canada, Australia or Japan Today GF stays at the forefront of new technologies Sales CHF 4 billion, EBIT CHF 391 million and 15’207 employees in 2022 Total sales 2022 Our core strength lies in applying CHF 3’998 million
Slide 6: Our global footprint supports local for local strategy
GF Corporate Not for release, publication or distribution in the United States, Canada, Australia or Japan Our global footprint supports local for local strategy Present in 39 countries with 15'207 employees 83 production sites 99 sales sites 11 R&D centers Europe Americas 32 Asia Pacific 11 40 11 4
Slide 7: Key financial figures – five years overview
GF Corporate Not for release, publication or distribution in the United States, Canada, Australia or Japan Key financial figures – five years overview Sales Organic growth EBIT EBIT margin in CHF million in % before one-offs in CHF million before one-offs in % 4’572 3’998 3’720 15.9 13.5 382 391 3’1
Slide 8: Our ESG efforts are clearly recognized by leading agencies
GF Corporate Not for release, publication or distribution in the United States, Canada, Australia or Japan Our ESG efforts are clearly recognized by leading agencies Rating Agency Rating Scale External recognition 30% 20% The Financial Times has AA 7% 11% 15% 13% named GF as one of Europe's 4% clima
Slide 9: GF proactively captures global opportunities
GF Corporate Not for release, publication or distribution in the United States, Canada, Australia or Japan GF proactively captures global opportunities Regionalization / Slowbalization Urbanization Water scarcity Sustainability / de-carbonization Skilled labor shortage © GF v3.0 9 Schaffhausen, Sept
Slide 10: Our Vision
GF Corporate Not for release, publication or distribution in the United States, Canada, Australia or Japan Our Vision GF is a sustainability and innovation leader providing superior customer value © GF v3.0 10 Schaffhausen, September 2023 | Investors Presentation
Slide 11: Our strategy 2025 is about profitable growth with emphasis on resilience and learning
GF Corporate Not for release, publication or distribution in the United States, Canada, Australia or Japan Our strategy 2025 is about profitable growth with emphasis on resilience and learning Corporation GF Piping Systems GF Casting Solutions GF Machining Solutions Sales Sales Sales Sales CHF 4.4 –
Slide 12: Becoming a global leader in sustainable Water and Flow Solutions
Not for release, publication or distribution in the United States, Canada, Australia or Japan Becoming a global leader in sustainable Water and Flow Solutions Recommended cash offer for Uponor at EUR 28.85 per share © GF v3.0 12 Schaffhausen, September 2023 | Investors Presentation
Slide 13: Accelerating the GF Strategy 2025 – a logic next step
GF Corporate Not for release, publication or distribution in the United States, Canada, Australia or Japan Accelerating the GF Strategy 2025 – a logic next step to become innovation and sustainability leader 1 Creating a new global powerhouse in sustainable water and flow solutions 2 Advancing our p
Slide 14: Public tender offer for Uponor with positive reaction
GF Corporation Not for release, publication or distribution in the United States, Canada, Australia or Japan Public tender offer for Uponor with positive reaction from capital market, customers and employees Becoming a global leader in sustainable Water and Flow Solutions to accelerate the implement
Slide 15: GF Piping Systems
Not for release, publication or distribution in the United States, Canada, Australia or Japan GF Piping Systems © GF v3.0 15 Schaffhausen, September 2023 | Investors Presentation
Slide 16: Our customers
GF Piping Systems Not for release, publication or distribution in the United States, Canada, Australia or Japan Our customers Industry Utility Building Technology © GF v3.0 16 Schaffhausen, September 2023 | Investors Presentation
Slide 17: Business overview
GF Piping Systems Not for release, publication or distribution in the United States, Canada, Australia or Japan Business overview Order intake: 2'319 MCHF Sales: 2'160 MCHF EBIT: 291 MCHF ROS: 13.5% Employees: 8'085 32% Europe Industry 43% Utility 37% Sales Sales 33% Asia 28% Americas Building Techn
Slide 18: Resilient business segments support further growth
GF Piping Systems Not for release, publication or distribution in the United States, Canada, Australia or Japan Resilient business segments support further growth Competitive Advantages Global presence and on time delivery Water Treatment Water Distribution Chemical Process Industry Nr. 1 brand in e
Slide 19: Microelectronics solid demand supported by global opportunities and technological sovereignty
GF Piping Systems Not for release, publication or distribution in the United States, Canada, Australia or Japan Microelectronics solid demand supported by global opportunities and technological sovereignty Expanding applications and industry innovation drives wafer capacity GF's products used in bas
Slide 20: Desalination, an effective counter measure against increasing water scarcity
GF Piping Systems Not for release, publication or distribution in the United States, Canada, Australia or Japan Desalination, an effective counter measure against increasing water scarcity Megatrend Growing water scarcity Clean Water and Sanitation (UN target) Solutions Seawater & Brackish wat
Slide 21: GF Casting Solutions
Not for release, publication or distribution in the United States, Canada, Australia or Japan GF Casting Solutions © GF v3.0 21 Schaffhausen, September 2023 | Investors Presentation
Slide 22: Our customers
GF Casting Solutions Not for release, publication or distribution in the United States, Canada, Australia or Japan Our customers Automotive Industrial Applications Aerospace / Energy © GF v3.0 22 Schaffhausen, September 2023 | Investors Presentation
Slide 23: Business overview
GF Casting Solutions Not for release, publication or distribution in the United States, Canada, Australia or Japan Business overview Order intake: 965 MCHF Sales: 892 MCHF EBIT: 55 MCHF ROS: 6.2% Employees: 3’570 Automotive 77% 68% Europe Industrial Applications 15% Sales Sales 23% Asia Aerospace /
Slide 24: Lightweight solutions for sustainable mobility
GF Casting Solutions Not for release, publication or distribution in the United States, Canada, Australia or Japan Lightweight solutions for sustainable mobility Competitive Advantages Global presence Trusted development partner and Light Vehicle E-Mobility Off Highway & Trucks solution provider Big
Slide 25: High demand for sustainable mobility accelerates development of lightweight mega castings
GF Casting Solutions Not for release, publication or distribution in the United States, Canada, Australia or Japan High demand for sustainable mobility accelerates development of lightweight mega castings Megatrend Sustainable mobility Solutions Vehicles with lightweight design Mega casting part
Slide 26: GF Machining Solutions
Not for release, publication or distribution in the United States, Canada, Australia or Japan GF Machining Solutions © GF v3.0 26 Schaffhausen, September 2023 | Investors Presentation
Slide 27: Our customers
GF Machining Solutions Not for release, publication or distribution in the United States, Canada, Australia or Japan Our customers ICT Medical Aerospace © GF v3.0 27 Schaffhausen, September 2023 | Investors Presentation
Slide 28: Business overview
GF Machining Solutions Not for release, publication or distribution in the United States, Canada, Australia or Japan Business overview Order intake: 945 MCHF Sales: 948 MCHF EBIT: 67 MCHF ROS: 7.0% Employees: 3’398 EDM 29% 46% Europe Milling 27% Sales Sales 33% Asia Adv. Manufacturing 15% 18% Americ
Slide 29: Providing complete technology solutions for dedicated markets
GF Machining Solutions Not for release, publication or distribution in the United States, Canada, Australia or Japan Providing complete technology solutions for dedicated markets Competitive Advantages Global presence and customer ICT & Electronics Aerospace & Air Defense Automotive proximity Specia
Slide 30: Tool technology of tomorrow - fully automized tool technology centers
GF Machining Solutions Not for release, publication or distribution in the United States, Canada, Australia or Japan Tool technology of tomorrow - fully automized tool technology centers Multi-technology integration Scalable Overall efficiency above standard Standard docking station as an interface
Slide 31: GF at a glance
GF Corporate Not for release, publication or distribution in the United States, Canada, Australia or Japan GF at a glance Investment proposition Strategy focus on profitable growth with emphasis on resilience and learning through intelligent and sustainable solutions, a resilient portfolio, operatio
Slide 32: Our purpose
GF Corporate Not for release, publication or distribution in the United States, Canada, Australia or Japan Our purpose Becoming better every day – since 1802 © GF v3.0 33 Schaffhausen, September 2023 | Investors Presentation
Slide 33: Thank you
Not for release, publication or distribution in the United States, Canada, Australia or Japan Thank you © GF v3.0 34 Schaffhausen, September 2023 | Investors Presentation
Slide 34: Disclaimer
Not for release, publication or distribution in the United States, Canada, Australia or Japan Disclaimer This publication constitutes neither an offer to sell nor a solicitation to buy securities of Georg Fischer AG or of any other company and it does not constitute a prospectus or similar notice wi
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