Andritz Ag · VIE:ANDR
Andritz — Investor Day (September 2021)
13 slides from Andritz's investor day presentation, Sep 15, 2021
Slide 1: Pulp & Paper Service
ANDRITZ CAPITAL MARKET DAY 2021 PULP & PAPER SERVICE HUMBERT KÖFLER SEPTEMBER 15, 2021
Slide 2: Review CMD 2019: Roadmap 2020-2022
REVIEW CMD 2019: ROADMAP 2020 -2022 TARGET STATUS • Target to make Pulp & Paper (Capital & Service) Achieved despite the Covid-19 Pandemic a 3 billion+ EUR business Achieved • Further good growth potential seen in the Paper Service market (M&A activities) Ongoing Highest profitability ever in Servic
Slide 3: Our service capabilities add customer value over the whole customer lifecycle
OUR SERVICE CAPABILITIES ADD CUSTOMER VALUE OVER THE WHOLE CUSTOMER LIFECYCLE New Mill Wear and Spare Diagnostics, Parts Automation & Digital Solutions Fabrics and Rolls SYNERGY™ Services Millwide Maintenance Upgrades and Modernizations Rebuilds and Retrofits Shutdown and Start-up Services Field Ser
Slide 4: Global expertise and local presence
GLOBAL EXPERTISE AND LOCAL PRESENCE Oulu Helsinki Tampere Lahti Kerava Varkaus Savonlinna Lappeenranta Kotka Örnsköldsvik Iggesund Karlstad Stockholm Archangelsk Norrköping Syktyvkar Lachine Växjö St. Petersburg Krefeld Schloß Holte Richmond Kelowna Brantford Mönchengladbach Düren Regensburg Maintal
Slide 5: Market development in service
MARKET DEVELOPMENT IN SERVICE • After reduction in Pulp & Paper production in 2020 and bounce back in 2021, the long-term global Pulp & Paper production growth is expected to be ~2%. • Goal for ANDRITZ P&P Service is to grow 2-3 times faster than the market • Historical growth for ANDRITZ P&P Servic
Slide 6: Strategic focus (1): People
STRATEGIC FOCUS (1) PEOPLE • Safety first – continue cultural change • Strengthen culture of customer centricity with local presence and Key Account Management (KAM) • Skills / know-how (continuous trainings, succession planning, leadership process) • Fit for digitalization 6 / ANDRITZ CMD 2021 - PU
Slide 7: Strategic focus (2): Market
STRATEGIC FOCUS (2) MARKET • Improve customer support especially in emerging markets (APAC, Latam), also utilizing digitalization tools • Continue to establish local Service centers to improve customer support especially in emerging economies (e.g. service center in Indonesia) • Extend market reach
Slide 8: Strategic focus (3): Products
STRATEGIC FOCUS (3) PRODUCTS • Continue to develop product / service portfolio to offer added value solutions to customers for all delivery types (Spare/Wear Parts, Field Service, Rebuilds/Upgrades, Maintenance, OPP) • Strategically extend product portfolio with focus on Innovation / R&D to differen
Slide 9: Strategic focus (4): Operations
STRATEGIC FOCUS (4) OPERATIONS • Continue to expand manufacturing capacities in emerging economies such as China to support growing demand • Continue to expand engineering and manufacturing to best cost countries to improve profitability • Continuous review of cost structure and implementation of su
Slide 10: Chip pre-steaming and secondary heat recovery in batch cooking
CHIP PRE-STEAMING AND SECONDARY HEAT RECOVERY IN BATCH COOKING Green technology provides added value to customers and the environment R E F E R E N C E M I L L , AU S T R I A Target to lower the mill’s environmental New gas-handling and secondary impact by reducing consumption of heat-recovery syste
Slide 11: Digital products: ANDRITZ P&P latest highlights
DIGITAL PRODUCTS ANDRITZ P&P LATEST HIGHLIGHTS METRIS DIGITAL TWIN REFERENCE MILL, RUSSIA Customer is strongly focusing on a common Targets: digital strategy for its mills. The objective of the project is Amongst other technologies, the new mill in profit maximization, covering the Russia will be eq
Slide 12: Roadmap 2022-2024
ROADMAP 2022-2024 • Target to reach 1.5 billion+ EUR business organically in aftermarket • Further good growth potential seen in the Paper service market (M&A) • Goal is to maintain high profitability in future → This should be supported by a strong technical market position due to strategic innovat
Slide 13: Many thanks!
ANDRITZ CAPITAL MARKET DAY 2021 MANY THANKS! SEPTEMBER 15, 2021