Munters Group Ab · OMXSTO:MTRS
Munters Group Ab — Investor Day (May 2019)
12 slides from Munters Group Ab's investor day presentation, May 2019
Slide 1: Agenda – platform for today and the future
Agenda – platform for today and the future CEO – Munters Towards Full Potential • A strong company – but disappointing performance since IPO • Global player in niche markets • Full Potential Program to seize opportunities Global Operations – Building a customer-oriented and scalable platform AirTech
Slide 2: AirTech – Energy-efficient, safe and reliable climate solutions
AirTech – Energy-efficient, safe and reliable climate solutions in which control of moisture content and temperature is mission-critical 2
Slide 3: AirTech is a global leader with a blue-chip customer base
AirTech is a global leader with a blue-chip customer base Business Area overview Selected customers Global leader in dehumidification and cooling solutions for demanding industrial applications #1 position in markets representing majority of AirTech FY2018 net sales Financial performance (Net Sales,
Slide 4: Getting the perfect, sustainable climate is mission-critical across a range of industries
Getting the perfect, sustainable climate is mission-critical across a range of industries Poor humidity and climate control cause… With perfect climate… Lithium - Low battery performance - High quality batteries Battery mfg. - Production safety issues - Low energy consumption and safe production Pha
Slide 5: We provide a broad offering of sustainable solutions
We provide a broad offering of sustainable solutions Dedicated Outdoor Air VOC elimination rotors Portable / Small Spare parts Systems Dehumidification PrimaCaire Dehumidification rotors Stand-Alone Systems maintenance contracts Dehumidification GlasDek humidification Mobile (rental) systems with co
Slide 6: Strong underlying demand growth – in niches where we are leaders
Strong underlying demand growth – in niches where we are leaders Key end Market Growth CAGR in 2018-2021 Key end market Outlook Munters position • Industrial: Lithium-ion Batteries – Investment in R&D 5% and production facilities to support Electric Vehicles, #1 Energy Storage and consumer goods • I
Slide 7: Business portfolio overview – AirTech with several strong positions
Business portfolio overview – AirTech with several strong positions Business Size in Our Market Opportunities Munters performance attractiveness Industrial - Drive growth globally, with a focus on niches and geographies XL with a special potential Commercial/Super- - Business is almost a “US-only” b
Slide 8: Strategic priorities/opportunities for the future
Strategic priorities/opportunities for the future 1 Continue pursue Service growth Prioritize resources to attractive and growing markets and segments 2 – e.g. LiBat and China 3 Improve offering with a priority to Munters core technologies, service and know-how 8
Slide 9: We have successfully grown the Service business – and we see more growth opportunities
1 Continue pursue Service growth We have successfully grown the Service business – and we see more growth opportunities We are confident we can …and we have actions in place to pursue We have proven success do much more… profitable growth Service Net Sales (mSEK) • Installed base penetration is stil
Slide 10: Identify and pursue growth in markets with attractive opportunities
Prioritize resources to attractive and growing 2 markets and segments Identify and pursue growth in markets with attractive opportunities Market (example) Current performance Why we find it attractive Key activities to drive growth Net Sales (mSEK) • Market growth at double-digit • Dedicated expert
Slide 11: We are continuously investing in R&D to stay ahead of competition
Improve offering with a priority to Munters core 3 technologies, service and know-how We are continuously investing in R&D to stay ahead of competition Prioritizing key R&D areas A range of important product launches 1. Launch next generation of core components within pads and rotors 2. Launch conne
Slide 12: We are confident about the future for AirTech
We are confident about the future for AirTech • Active in markets with solid growth driven by pursuit for sustainability and productivity • Market leading position in most of our customer industries with a strong brand and blue-chip customer base • Strengthened organization and improved governance w