Chart Industries, Inc. · NYSE:GTLS
Chart Industries — Lake Street Capital Markets Investor Meetings January 2013
14 slides from Chart Industries's conference presentation, Jan 29, 2013
Slide 1: Chart Industries, Inc. Lake Street Capital Markets Investor Meetings
Exhibit 99.1 ® GTLS: GAS TO LIQUID SYSTEMS CHART INDUSTRIES, INC. LAKE STREET CAPITAL MARKETS INVESTOR MEETINGS JANUARY 29-30, 2013
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 2012 Sales by Product / Region Cold Boxes and Brazed Aluminium Production LNG VIP Heat Exchangers Middle East & 29% 45% RoW 27% U.S. Americas 44% (Non-US) 3% Heat Exchanger Air Cooled Heat Asia Exchangers Europe 25% 26% 1% Highligh
Slide 5: Distribution & Storage (D&S) Segment Overview
Distribution & Storage (D&S) Segment Overview Selected Products LTM June 2012 Sales by Product / Region Distribution LNG Terminals and Vehicle Fuel Americas RoW Systems 16% (Non-US) 2% Beverage Liquid 10% Bulk Storage CO2 Systems Systems 6% 34% Asia Parts, Repair and On- 22% Site Service U.S. 9% 44%
Slide 6: BioMedical Segment Overview
BioMedical Segment Overview Selected Products LTM June 2012 Sales by Product / Region Americas RoW End-Use Consumption 1% (Non-US) 4% Biological Liquid Oxygen Storage Asia (LOX) Therapy Systems 12% Systems 33% U.S. 51% 37% Stainless Steel Freezer Non-LOX Respiratory Europe Therapy Systems 46% 16% Hi
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 Major manufacturing locations include: China, Changzhou (D&S and E&
Slide 8: Global Appetite For Energy
Global Appetite For Energy Source: ExxonMobil 2012 – The Outlook for Energy, A View to 2040 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 Ch
Slide 9: Gas Demand Growth Driven by Non-OECD Needs
Gas Demand Growth Driven by Non-OECD Needs Source: BP Energy Outlook 2030 – January 2013 GTLS: GAS TO LIQUID SYSTEMS 8
Slide 10: Chart LNG Value Chain
Chart LNG Value Chain Chart provides a broad offering of products and solutions for the full LNG value chain: LNG liquefiers, transportation equipment, terminal storage equipment, vehicle tanks for both on-road and off-road heavy duty vehicles, and marine and railroad locomotive applications GTLS: G
Slide 11: LNG Opportunities
LNG Opportunities LNG Fuel use predicted to increase, particularly in high use applications: Drill rig (immediate) Pressure pumping (immediate) Truck (1 year) Marine (1-3 years) Mining (3-5 years) Locomotives (3-5 years) Other high fuel use industrial applications Fuel supply and infrastructure pred
Slide 12: Strong Track Record of Successful Execution
Strong Track Record of Successful Execution 1000 160 900 140 Similar or higher growth, leveraged by both 800 organic and inorganic opportunities, expected to 120 occur again during the current growth cycle 700 600 100 Large contract orders and strong base order 500 80 levels have confirmed the curre
Slide 13: Historical Orders and Backlog
Historical Orders and Backlog Quarterly Orders ($MM) Quarter-end Backlog ($MM) 700 700 E&C E&C D&S D&S 600 600 BioMed BioMed 500 500 400 400 300 300 200 200 100 100 0 0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2009 2009 2009 2009 2010 2010 2010 2010 2
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 and LNG use Positioned for Significant Growth Very Stable Business Model • Exploit LNG and NG growth • Opportunities with global • Attractive ind
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