Mersen Sa · EURONEXT:MRN
Mersen Sa — Investor Day (December 2024)
16 slides from Mersen Sa's investor day presentation, Dec 5, 2024
Slide 1: A winning positioning
02 A winning Luc Themelin Chief Executive positioning Officer
Slide 2: Three strategic pillars for profitable growth
Three strategic pillars for profitable growth 1 2 3 Key position in our Unique sets of Towards a more customers' value expertise sustainable society chain 13 Capital Market Day – December 5, 2024
Slide 3: Our expertise – Mersen Inside Materials
Our expertise – Mersen Inside Materials 1 Vertical integration Custom parts, mainly World number 1 for Optimized industrial consumables isostatic graphite footprint Production of isostatic graphite, a material with Wear or replacement parts Production capacity of Graphite production sites essential
Slide 4: Our expertise – Mersen Inside Electrical Power
Our expertise – Mersen Inside Electrical Power 2 Design and Two business Number two Global manufacturing models worldwide for operations fuses R&D - via electrical Covers all standards Design distribution Unique offering for Development - in project mode, for power electronics: the Testing Electrica
Slide 5: An innovative Group thanks to its R&D capabilities
An innovative Group thanks to its R&D capabilities 18 R&D CENTERS R&D Testing Simulation organization facilities center Global network High-power testing Cutting-edge expertise centers that benefits everyone 180 210 EXPERTS & R&D AND Partnerships with Certification SPECIALISTS INNOVATION customers c
Slide 6: Mersen, at the heart of several R&D consortiums
Mersen, at the heart of several R&D consortiums Mersen's expertise Semiconductors Busbars Components for converters Busbars Semiconductors MAUTIV'8 Components for converters 17 Capital Market Day – December 5, 2024
Slide 7: Innovation case study: promising technology for the SiC semiconductor market
Innovation case study: promising technology for the SiC semiconductor market A UNIQUE HIGH-TECH Value PRODUCT proposition High-quality monocrystalline SiC layers (a few µm) A polycrystalline SiC (p-SiC) substrate with very low resistivity and high thermal conductivity A dedicated workshop in Gennevi
Slide 8: Innovation case study: development of a fuse for high-power DC applications
Innovation case study: development of a fuse for high-power DC applications Value proposition A solution for the New design energy storage market High-power fuse, standard design high-power fuse and high-power charging stations Easy assembly Exceptional current density Compact, lightweight 19 Capita
Slide 9: A diversified portfolio of customers and markets
A diversified portfolio of customers and markets Share of 2023 sales to the Group’s main 5% 25% 36% 42% customers Top 1 customer Top 10 Top 20 Top 30 • Electrical distribution • Electrical distribution • Electrical distribution • Electrical • Semiconductors distribution • Semiconductors • Semiconduc
Slide 10: A customer portfolio combining long-term relationships and recent wins
A customer portfolio combining long-term relationships and recent wins TOP 10 CUSTOMERS New customers ≥ 40 years 3 3 ≥ 10 years Length of relationship 4 ≥ 20 years Non-exhaustive 21 Capital Market Day – December 5, 2024
Slide 11: A comprehensive and balanced footprint to optimize customer relations
A comprehensive and balanced footprint to optimize customer relations Europe 33% 38% North America Asia-Pacific 38% 26% 33% Rest of the world 22% 3% Proportion of 2023 sales Proportion of 2023 headcount 7% 22 Capital Market Day – December 5, 2024
Slide 12: United States: A key country to accelerate growth
United States: A key country to accelerate growth Electrical distribution Sales in the Average Semiconductors United States (€m) €336m +29% Energy storage Aeronautics Process industries Average €261m 450 410 400 350 300 250 200 150 100 50 0 2017 2018 2019 2020 2021 2022 2023 23 Capital Market Day –
Slide 13: India: A growing presence
India: A growing presence Rail Average +43% Wind power 2.8m rupees Sales in India in millions Average of rupees 1.9m 4 rupees 3.2 3 2 1 0 2017 2018 2019 2020 2021 2022 2023 24 Capital Market Day – December 5, 2024
Slide 14: Committed to CSR across the value chain
Committed to CSR across the value chain PRIORITY CSR COMMITMENTS AMBITION RESPONSIBLE • Improve social and environmental practices PARTNER throughout our value chain LIMIT THE ENVIRONMENTAL IMPACT • Decarbonize and mitigate the impact of climate change OF OUR SITES • Promote equal opportunity and di
Slide 15: Our products shape a more sustainable society...
Our products shape a more sustainable society... A FEW EXAMPLES WITH OUR CUSTOMERS: Reduced energy and water consumption Eco&Flex Synthesis Unit for the production of liquid HCl Reduced energy consumption This new-generation synthesis unit limits the Helping to protect people or manufacturing costs
Slide 16: ... and so do our end markets
... and so do our end markets 56% of sales for SUSTAINABLE DEVELOPMENT markets 27 Capital Market Day – December 5, 2024