Chart Industries, Inc. · NYSE:GTLS
Chart Industries — CL King & Associates Best Ideas Conference 2011
14 slides from Chart Industries's conference presentation, Sep 13, 2011
Slide 1: Chart Industries, Inc. - CL King & Associates Best Ideas Conference
Exhibit 99.1 CHART INDUSTRIES, INC. CL KING & ASSOCIATES BEST IDEAS CONFERENCE September 13, 2011
Slide 2: Disclosure
Disclosure Forward-Looking Statements: This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. The use of words such as “may”, “might”, “should”, “will”, “expect”, “plan”, “anticipate”, “believe”, “estimate”, “project”, “for
Slide 3: Company Overview
Company Overview Chart Industries is a leading provider of highly engineered cryogenic equipment for the hydrocarbon, industrial gas, and biomedical markets Technology leader that provides high-end equipment to the energy industry, which is the largest end-user of Chart’s products One of the leading
Slide 4: Energy & Chemicals (E&C) Segment Overview
Energy & Chemicals (E&C) Segment Overview Selected Products LTM June 2011 Sales by Product / Region Cold Boxes and RoW 4% Production Americas LNG VIP (Non-US) 20% 15% U.S. 49% Asia 30% Heat Exchanger Heat Exchangers 80% Europe 2% Highlights Technology leader - providing heat exchangers and cold boxe
Slide 5: Distribution & Storage (D&S) Segment Overview
Distribution & Storage (D&S) Segment Overview Selected Products LTM June 2011 Sales by Product / Region LNG Terminals Distribution Beverage Liquid and Vehicle Fuel CO Systems Americas RoW 2 Systems 6% 7% (Non-US) 2% 10% Parts, Repair and On- Site Service 11% Asia 21% U.S. VIP, Systems Bulk Storage 4
Slide 6: BioMedical Segment Overview
BioMedical Segment Overview Selected Products LTM June 2011 Sales by Product / Region Respiratory Americas RoW End-Use Consumption 1% Therapy (Non-US) Biological Systems 5% Storage 67% Asia Systems 10% 33% U.S. 39% Stainless Steel Freezer Europe 45% Highlights Portable Oxygen Strong growth - increas
Slide 7: Global Manufacturing and Distribution Platform
Global Manufacturing and Distribution Platform Manufacturing facilities are strategically located in lower-cost countries and near centers of demand Operating leverage provides the flexibility to expand and reduce capacity as needed with minimal capital expenditures Major manufacturing locations inc
Slide 8: Growth Opportunities
Growth Opportunities D&S •Global LNG opportunity • Strong relationships with Industrial Gas customers E&C • Demand for Industrial Gas •Global base load LNG projected to increase 8% projects per year • Growth in natural gas processing • Emerging market opportunities BioMedical •Aging demographics • P
Slide 9: Natural Gas Expected To Grow Globally
Natural Gas Expected To Grow Globally Source: ExxonMobil – Outlook for Energy, A View to 2030 Natural gas expansion - Natural gas demand is expected to continue to grow at a pace faster than coal and oil, and will be heavily weighted towards emerging economies, which is expected to drive demand for
Slide 10: LNG Value Chain Opportunities
LNG Value Chain Opportunities Increasing natural gas penetration as a viable energy source and transportation fuel due to its high energy density, lower costs, cleaner emissions profile, and plentiful supply due to improved drilling technologies (e.g. shale gas). U.S. trucking fleets beginning to co
Slide 11: Acquisitions Enhancing Shareholder Value
Acquisitions Enhancing Shareholder Value Business Differentiators Growth Enablers Value Added Acquisitions Current Platforms Core Competencies New Products E&C D&S Proprietary Technology New Segments BioMedical New Platform Global Platform New Geographies Financial Strength Continue investment in cu
Slide 12: Strong Track Record of Successful Execution
Strong Track Record of Successful Execution Last Growth Cycle CAGR (2004-2008) Sales 25% Similar or higher growth, leveraged by Oper. Inc. 38% acquisitions, expected to occur again during the current growth cycle First half 2011 sales of $363.6 million continue to ramp up significantly ¹ During last
Slide 13: Historical Orders and Backlog
Historical Orders and Backlog Orders Backlog GTLS: GAS TO LIQUID SYSTEMS 12
Slide 14: Summary of Investment Highlights
Summary of Investment Highlights Chart continues to represent a unique investment opportunity to capitalize on global energy demand, growth in natural gas use, and biomedical opportunities Positioned for Significant Growth Very Stable Business Model •Exploit LNG and NG growth • Opportunities with gl
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