Gerresheimer Ag · XETR:GXI
Gerresheimer — Investor Day (July 2012)
12 slides from Gerresheimer's investor day presentation, Jul 11, 2012
Slide 1: Capital Markets Day Medical Plastic Systems
Capital Markets Day Medical Plastic Systems July 11+12, 2012 Uwe Röhrhoff, Chief Executive Officer
Slide 2: Disclaimer
Disclaimer This presentation may contain certain forward-looking statements, including assumptions, opinions and views of the Company or cited from third party sources. Various known and unknown risks, uncertainties and other factors could cause the actual results, financial position, development
Slide 3: Our products are important and convenient solutions for everyday life
Our products are … …important… …and convenient… …solutions for everyday life. 3
Slide 4: Medical Plastic Systems at a glance
Medical Plastic Systems at a glance Key MPS products Key MPS facts Revenues 2011: EUR 240m Key Products: Inhalers Diabetes care devices Injection devices Laboratory diagnostics Plastic containers Key Customers AstraZeneca Boehringer Ingelheim Sanofi Novo Nordisk Roche Plants: E
Slide 5: Technical & industrialization competence drives business success
Technical & industrialization competence drives business success TCC Germany TCC USA TCC Industrialization Production Development Tooling Automatization Production Product Assembly / of parts refinement Packaging 5
Slide 6: Full-service offering
Full-service offering Best solution across the whole value chain 6
Slide 7: Insulin pen market entered only in 2009
Insulin pen market entered only in 2009 Gerresheimer growth target until 2015: Novo Flexpen® (Disposable insulin pen) Become #1 and expand market share Pen production for Novo Nordisk from today‘s 11% to 25-30% Since 2009 in the Insulin pen global market volume to Czech Republic date: EUR 250–
Slide 8: Inhaler production: Helping patients lead active lives despite asthma or COPD
Inhaler production: Helping patients lead active lives despite asthma or COPD1 Gerresheimer is the market leader: Rising prevalence of respiratory diseases Build upon our today‘s market share of More and more people affected about 30% by asthma & COPD1 caused by Rising pollution levels Others Pl
Slide 9: Medical Plastic Systems has strong growth prospects
Medical Plastic Systems has strong growth prospects FY 2011 Revenues: EUR 240m (~65% of PS) Margin: Slightly above PS level Mid-term Revenues: Mid to high single-digit annual growth outlook Margin: Incremental expansion Focus on organic growth, fueled by capex Strategy Early involv
Slide 10: Selected projects of the MPS pipeline: New devices coming on stream shortly
Selected projects of the MPS pipeline : New devices coming on stream shortly Customer Project Production location Expected launch Big pharma Catheter Switzerland Q3/2012 Big pharma Auto-injector Switzerland Q4/2012 Big pharma Insulin Pen (disposable) Czech Republic 2012 & 2013 Big pharma Infusion se
Slide 11: Business model MPS – today and tomorrow
Business model MPS – today and tomorrow Tomorrow – Vertical integration and Today – Contract manufacturing new products Project & customer acquisition via Move deeper into the value chain Technical Competence Center (TCC) – Technical & industrialization competence IP and user-study know-how
Slide 12: Our products are important and convenient solutions for everyday life
Our products are … …important… …and convenient… …solutions for everyday life. 12