Andritz Ag · VIE:ANDR
Andritz — Investor Day (September 2021)
11 slides from Andritz's investor day presentation, Sep 15, 2021
Slide 1: Separation
ANDRITZ CAPITAL MARKET DAY 2021 SEPARATION HUMBERT KÖFLER SEPTEMBER 15, 2021
Slide 2: Review CMD 2019: Roadmap 2020-2022
REVIEW CMD 2019: ROADMAP 2020 -2022 TARGET STATUS ANDRITZ well positioned in growing industries (starch, lithium, PVC, etc.) → further establish ANDRITZ as premium brand in the market Achieved Organic growth due to development from Covid-19 induced a general standstill in investments, equipment supp
Slide 3: Separation – Served Industries (1)
SEPARATION – SERVED INDUSTRIES (1) Smarter separation solutions and services for sustainable growth to 1 bn. EUR < 10%* > 10% ~ 10% < 10% FOOD & BEVERAGES ENVIRONMENT CHEMICALS MINING & MINERALS Covering everything from Only supplier to offer a selection of Comprehensive range of Most efficient and
Slide 4: Separation – Served Industries (2)
SEPARATION – SERVED INDUSTRIES (2) Offering Plant solutions for global markets ~ 10%* < 10% < 10% < 10% ANIMAL FEED AQUA FEED PET FOOD BIOFUEL Processing machines and equipment Extrusion technologies meeting state - Processing technologies meeting Key processing machines and – from raw material inta
Slide 5: Focus Strategy
FOCUS STRATEGY Strategic approach based on four pillars SOLUTION INNOVATION PROVIDER FOCUS STRATEGY WITH ENTREPRENEURIAL TEAM SERVICE BUSINESS OPERATIONS DRIVEN EXCELLENCE 5 / ANDRITZ CMD 2021 - SEPARATION, SEPTEMBER 15, 2021
Slide 6: Innovation for Longterm Success (1)
INNOVATION FOR LONGTERM SUCCESS (1) Strong focus on R&D Innovative ANDRITZ products to solve various challenges of our customers Performance enhancement New large scale Mining Filter Press ME 2500, Extention of application range excellent in filtration even under roughest Revolutionary CoRes Vacuum
Slide 7: Innovation for Longterm Success (2)
INNOVATION FOR LONGTERM SUCCESS (2) INNOVATION 30% LIFECYCLE MANAGEMENT 55% NEW MARKET POTENTIAL 15% Development of next generation applied technology Upgrade of Cash Cow products and extension of Investigation of new trends and business potential for our Capital and Aftermarket industries. lifetime
Slide 8: Metris Vibe – Monitoring System
METRIS VIBE – MONITORING SYSTEM Significant reduction in OPEX and down time CUSTOMER BENEFITS Project Data • Continuous performance Start date: JAN 2020 monitoring of process equipment End date: DEC 2021 • Ability to plan downtime • Reduction of down time Status Quo / Key Topics • Reduction of OPEX
Slide 9: Sustainable Solutions/Products: Alternative Protein
SUSTAINABLE SOLUTIONS/PRODUCTS A LT E R N AT I V E P R O T E I N New growth opportunitites Est. Market (bn USD) CAGR PLAYERS 2022 2027 2021 - 2027 The alternative protein segment continues to grow at a rapid pace. Established Plant Protein 10.4 bn 15.2 bn 7.7% Consumers’ growing Big Players environm
Slide 10: Roadmap 2022-2024
ROADMAP 2022-2024 • Further establish ANDRITZ as premium brand in the market and participate in megatrends, e.g. Non-Animal Protein and E-Mobility • Grow business volume to 1 bn. EUR by • becoming technology leader (investment in R&D pilot plant) → increased launch of new products and • Service grow
Slide 11: Many Thanks!
ANDRITZ CAPITAL MARKET DAY 2021 MANY THANKS! SEPTEMBER 15, 2021