Kh Group Plc · OMXHEX:KHG
Kh — Sievi Capital — Investor Presentation (December 2022)
19 slides from Kh's investor presentation, Dec 15, 2022
Slide 1: Sievi Capital's change in strategy to transform into a conglomerate
Sievi Capital’s change in strategy to transform into a conglomerate Webcast 15 December 2022
Slide 2: Speakers at the event
Speakers at the event Juha Karttunen Jussi Majamaa Chair of the Board of CEO Directors Sievi Capital Plc Sievi Capital Plc 15 December 2022 Sievi Capital Plc 2
Slide 3: Agenda
Agenda Sievi Capital’s change in strategy New conglomerate Q&A 15 December 2022 Sievi Capital Plc 3
Slide 4: Sievi Capital's change in strategy announced on 15 December 2022
SIEVI CAPITAL’S CHANGE IN STRATEGY ANNOUNCED ON 15 DECEMBER 2022
Slide 5: Sievi Capital is transforming its operations into a conglomerate
Sievi Capital is transforming its operations into a conglomerate 1. 2. 3. 4. 5. As a result of the The medium-term The development of The Board of Directors The change in strategy strategy work objective is to become other target companies of Sievi Capital will will not require action initiated by t
Slide 6: The objective is to accelerate the growth of the shareholder value
The objective is to accelerate the growth of the shareholder value The Board of Directors has Operating as a conglomerate The true value of the whole assessed various strategic will enable the development is more transparent and the options and has concluded that of the business more long- successfu
Slide 7: Value creation path and objectives of other target companies
Value creation path and objectives of other target companies • The other target companies of Sievi Capital will continue to be developed in line with the previous investment strategy, taking into account the development phase and the interests of each company. • As an active owner, the Group’s paren
Slide 8: The change in strategy has no impact on management teams or boards
The change in strategy has no impact on the composition of management teams or boards of directors • The change in strategy has no impact on the composition of Sievi Capital’s or its target companies’ management teams or boards of directors, or on the position of employees. • Teppo Sakari will conti
Slide 9: New conglomerate
NEW CONGLOMERATE
Slide 10: The new conglomerate will comprise the KH-Koneet Group and other existing target companies
The new conglomerate will comprise the KH-Koneet Group and other existing target companies Target company Construction and earth- Furniture and Sector Manufacture of rescue Construction moving machinery sales interior decoration Logistics services vehicles consulting and rental retail trading Share
Slide 11: Why is the industrial group built around the KH-Koneet Group?
Why is the industrial group built around the KH-Koneet Group? KH-Koneet Group has a The sector offers significant KH-Koneet Group has a 1. solid track record of value 2. potential for profitable 3. flexible and agile business creation growth both organically and model through acquisitions • During S
Slide 12: KH-Koneet Group is one of the leading construction and earth-moving machinery suppliers in the Nordic countries
KH-Koneet Group is one of the leading construction and earth- moving machinery suppliers in the Nordic countries Operating Established Approximately countries • KH-Koneet Group offers first-class machinery, equipment and 1996 200 Finland and services for earthworks, property maintenance, landscaping
Slide 13: Development steps of KH-Koneet Group's business
Development steps of KH-Koneet Group’s business Acquisition of Sievi Capital machine rental acquires the company Törnells majority Maskinuthyrning in (70%) of KH- Accelerating growth in Sweden. Koneet Group Sweden through the Agency of all acquisition of S-Rental Net sales in Sweden KH-Koneet starte
Slide 14: KH-Koneet Group's growth has been strong
KH-Koneet Group’s growth has been strong Net sales and EBITDA, EUR million (FAS) since 2016 250 Net sales EBITDA 200.9 200 168.7 150 120.5 96.8 100 82.9 51.4 52.6 50 6.8 7.0 6.4 10.3 13.1 5.4 4.6 0 2016 2017 2018 2019 2020 2021 9/2022 LTM 15.12.2022 Sievi Capital Oyj 14
Slide 15: KH-Koneet Group's key strengths
KH-Koneet Group’s key strengths Profitability above industry Good and established One of the leading average relations with global companies in the sector manufacturers both in Finland and in Sweden Sweden’s large market Strong customer A comprehensive, lifecycle offers opportunities for strong unde
Slide 16: Trends support growth
Trends support growth Electrification Digitalisation Responsibility Trends in the operating environment Growing demand for machine rentals provide a good starting point for profitable growth in the future. Long-term growth of the market in civil engineering Increased need for machines in property ma
Slide 17: Summary
SUMMARY
Slide 18: Change in strategy towards a conglomerate during 2023
Change in strategy towards a conglomerate during 2023 4 May 2023: The Board of Autumn 2023: Directors’ More information 17 August 2023: proposals for the about the strategy December 2022: name and Reporting as a End of 2023: and financial Announcement of amendments to conglomerate for Change into a
Slide 19: Sievi Capital Q&A
Sievi Capital Q&A
Sievi Capital — Investor Presentation (December 2022) on 6ix