Landis+gyr Group Ag · SIX:LAND
Landis+gyr — Investor Day (January 2019)
11 slides from Landis+gyr's investor day presentation, Jan 29, 2019
Slide 1: Americas
Americas Prasanna Venkatesan, EVP Americas © Landis+Gyr | January 29, 2019 | Capital Markets Day 1
Slide 2: Americas continued success as we look to the future
Americas continued success as we look to the future Regional footprint ▪ Serving North, Central and South America as well as other territories such as Japan where ANSI metering standards prevail ▪ 14 utility operation centers and a regional corporate headquarters ▪ Manufacturing facilities in Mexico
Slide 3: Americas delivers top line growth while maintaining margin
Americas delivers top line growth while maintaining margin Performance ▪ Sales to external customers in the Americas region rose to a new record high of USD 972m in FY17 ▪ Strong FY18 H1 performance, the market for smart metering solutions continues to be robust in North America ▪ Adj. EBITDA margin
Slide 4: Attractive addressable markets with trend for grid edge intelligence accelerating in North America
Attractive addressable markets with trend for grid edge intelligence accelerating in North America Market evolution Market position ▪ North America North Addressable market segments 2 USD b 2.4 CAGR 17–21 Smart electric meters market share, 2017, units 1 Elster ▪ Resilient smart metering market Am
Slide 5: North America utility segmentation is diverse and drives the need for flexible offerings
North America utility segmentation is diverse and drives the need for flexible offerings “IOU” “Public Power” Investor-Owned Utility Rural Electric Cooperative Municipality, Gov’t (IOU) (REC or COOP) (Muni or PUD) Scope ▪ Large installed base: typically ▪ Smaller installed base: typically ▪ Wide ran
Slide 6: Utility operations benefit
America’s market evolution 1st wave use cases Revenue protection ▪ Utilities seek increased benefits in 2nd wave deployments – use Meter to cash Conservation cases now include direct & losses consumer benefits in addition to Remote meter reading operational benefits from 1st Utility operations benef
Slide 7: 2nd wave use cases driven by real utility needs today
2nd wave use cases driven by real utility needs today 2nd wave use cases Utility “X” tender requirements (2018) Regulated Enable distributed energy • Grid mapping distribution • Distributed ledgers utilities • Advance HEM interoperability • Advance DER submetering Improve grid resilience • Outage de
Slide 8: North America drives regional success
North America drives regional success Market development and utility needs ▪ 1st wave AMI rollout with remaining utilities ▪ Early adopters commence 2nd wave AMI rollout ▪ Increased investment in grid edge intelligence: distribution automation, new consumer programs, distributed energy resources, cy
Slide 9: Landis+Gyr is the North American market leader in smart metering software & managed services
Landis+Gyr is the North American market leader in smart metering software & managed services What we offer Proven track record and sustainable business Managed services ▪ Market leadership going back over 25+ years ▪ Project management ▪ Meter Read ▪ Security ▪ 14 managed services utilities, with av
Slide 10: Japan - Building value on the back of world's largest utility IoT project
Japan - Building value on the back of world’s largest utility IoT project TEPCO success story by the numbers1 Market development and utility needs Landis+Gyr deployed endpoints ▪ Japan is in the midst of a energy transition as a result of the recent deregulation 20m >500m of the electric and gas mar
Slide 11: Americas well positioned to expand our growth platforms as markets and technology evolve
Americas well positioned to expand our growth platforms as markets and technology evolve Americas well positioned for success How we win ▪ Today's Landis+Gyr installed base: over 55m ▪ Gridstream Connect architecture enhancing grid edge intelligence: connected intelligent devices1 next generation so