Andritz Ag · VIE:ANDR
Andritz — Investor Day (2012)
20 slides from Andritz's investor day presentation, 2012
Slide 1: ANDRITZ Energy & Environment Capital Market Days 2012, Germany
ANDRITZ Energy & Environment Capital Market Days 2012, Germany
Slide 2: Contents
Contents 1. History and integration into the ANDRITZ GROUP 2. AE&Eʼs products and markets 3. Summary
Slide 3: ANDRITZ Energy & Environment's history
ANDRITZ Energy & Environmentʼs history More than 150 years of experience 1853 1854 1900 1991/1992 1999 2002/2010 2011 Simmering- Waagner- Aktien- Austrian AE Energie- AE&E ANDRITZ Graz- Biró: In gesell- Energy & technik Austria Energy & Pauker: 1854, schaft Environment GmbH GmbH & Environment founda
Slide 4: Integration into the PULP & PAPER business area already completed
Integration into the PULP & PAPER business area already completed Three AE&E business units: Air pollution control: separate division within PULP & PAPER (P&P) business area Steam generators and plants: integrated into existing P&P division Power plant services: integrated into existing P&P di
Slide 5: Contents
Contents 1. History and integration into the ANDRITZ GROUP 2. AE&Eʼs products and markets 3. Summary
Slide 6: Air pollution control
Air pollution control Wide product range with more than 200 references Products: Wet flue gas cleaning/wet limestone FGD Dry flue gas cleaning (see right-hand side) Multi-stage flue gas cleaning DeNOx systems/selective catalytic reduction (SCR) Turceni, Ledvice, Slovnaft, Lünen, Romania Czec
Slide 7: Rising emission standards drive market for air pollution control
Rising emission standards drive market for air pollution control Market Emission standards in EU and USA drivers: Regulation changes regarding new emission standards in several countries (e.g. Chile, India) Market ~3.4 bn. EUR p.a. globally; AE&E currently has access to markets with a potential
Slide 8: US power production by fuel type
US power production by fuel type Coal and gas as prime energy sources Annual totals; in thousand Megawatt hours 4,500,000 4,156,746 4,119,387 4,125,059 4,105,735 4,055,421 4,064,701 3,970,554 3,950,331 4,000,000 3,858,453 3,883,187 Other Renewable 3,500,000 Hydroelectric Nuclear 3,000,000 Natural ga
Slide 9: Air pollution control: important orders and start-ups since ANDRITZ takeover
Air pollution control Important orders and start-ups since ANDRITZ takeover AES Gener/ On EPC basis: two turnkey flue gas Norgener, desulphurization plants including two fabric filters for the Tocopilla Chile: coal-fired power plant; flue gas desulphurization plant, fabric filter, and bag filter p
Slide 10: Air pollution control: Acquisition of AES, USA
Air pollution control Acquisition of AES, USA Products and services: ANDRITZ has acquired Allied Environmental Solutions (AES), now ANDRITZ Environmental Solutions, a supplier of air quality control technology for the power generation market in the USA Strategic fit and goal: Strengthening of existi
Slide 11: Steam generators and plants
Steam generators and plants Full range of boiler technology with more than 200 references Products: Bubbling fluidized bed boilers Circulating fluidized bed boilers (see right-hand side) Sulfite liquor boilers Soda liquor boilers Blast furnace gas boilers Bollnäs, Yunus Emre, Maxau, Busan,
Slide 12: Strong global market position in the boiler business
Strong global market position in the boiler business Market Renewable energy incentives drivers: Emission regulations Landfill ban Market ~1 bn. EUR p.a. globally potential: Competitive Global market leader in bubbling position1: fluidized bed boilers as well as sulfite and soda liquor boile
Slide 13: Steam generators and plants: important orders since ANDRITZ takeover
Steam generators and plants Important orders since ANDRITZ takeover Tembec, Sulfite liquor boiler for the Canada Temiscaming pulp mill Start-up: 2013 E.ON Climate Bubbling fluidized bed boiler & Renewables plant for the Blackburn Left: Temiscaming UK Biomass, Meadows renewable energy Right: Bl
Slide 14: Power plant services
Power plant services More than 400 references worldwide Portfolio: Rebuild and upgrades Spare and wear parts Plant operation and maintenance Field service and consultancy R&D Bergkamen, OMV, Golbey Norske Skog, Zweckel, Germany Austria France Germany Klabin, Eisenhüttenstadt, Vasilikos, At
Slide 15: Old installed base and legal requirements as main drivers
Old installed base and legal requirements as main drivers Market Old installed base drives demand for drivers: replacements, spare parts, and life time extensions New emission limits (modernizations) CO2 cost optimization (efficiency improvement, fuel conversion to biomass, „green“ projects) M
Slide 16: Power plant services: important orders since ANDRITZ takeover
Power plant services Important orders since ANDRITZ takeover Electricity Boiler conversion Authority from oil to gas firing of Cyprus at the Vasilikos power station Start-up: 2013 East Delta Rehabilitation of Electricity two boilers at the Production ▲ Vasilikos, Cyprus Ataka plant Company, Eg
Slide 17: Contents
Contents 1. History and integration into the ANDRITZ GROUP 2. AE&Eʼs products and markets 3. Summary
Slide 18: Summary
Summary Integration of AE&E already completed AE&E’s products and services favorably strengthen and extend the PULP & PAPER portfolio Several important orders and start-ups since acquisition AE&E among the world market leaders in all three business units More stringent environmental regula
Slide 19: ANDRITZ Energy & Environment Capital Market Days 2012, Germany
ANDRITZ Energy & Environment Capital Market Days 2012, Germany
Slide 20: Disclaimer
Disclaimer Certain statements contained in this presentation constitute ‛forward-looking statements.’ These statements, which contain the words ‛believe’, ‛intend’, ‛expect’ and words of similar meaning, reflect management’s beliefs and expectations and are subject to risks and uncertainties that ma