Munters Group Ab · OMXSTO:MTRS
Munters Group Ab — Investor Presentation (June 2023)
28 slides from Munters Group Ab's investor presentation, June 2023
Slide 1: Webinar - Clean Technologies
Webinar - Clean Technologies Investor Relations — June 2023 CEO & President, Klas Forsstr6m GVP & President AirTech, Henrik Teiwik VP Clean Technologies, Jing Jin Business Unit Manager & MD, EMEA, Markus Karbach a re
Slide 2: CEO & President, Klas Forsström
CEO & President, Klas Forsstrom Kg
Slide 3: Clean Technologies — solutions for a healthier planet
Clean Technologies — solutions for a healthier planet Clear strategy set and We deliver solutions that Solid participation in well-positioned for value improve our customers projects during 2022 creating growth climate impact confirming our strong position & offering
Slide 4: GVP & President AirTech, Henrik Teiwik
GVP & President AirTech, Henrik Teiwik Kg
Slide 5: Clear strategy set and well-positioned for growth
Clear strategy set and well-positioned for growth Meeting new market demands... Sustainability mega trend significantly impacting our customers With increasing regulations on emissions - we support customers to reduce their direct & indirect environmental footprint Supporting the global transition t
Slide 6: Clean Technologies help deliver clean air to the world
Clean Technologies help deliver clean air to the world Key figures 2022 Segment net sales 2022 fo) ~377 9% 5 7 By Employees (FTEs) of AirTech production countries with Net Sales locations sales offices Growth (MSEK) Il Clean Technologies I Services Il Power 1M) Components ll Process Commercial © Mar
Slide 7: Centre of Excellence pivotal for application knowledge & best practice sharing
Centre of Excellence pivotal for application knowledge & best practice sharing Centre of Excellence (CoE) - teams of experts focusing on Clean Technologies techniques > Application & technical know-how to ensure maximum customer value & performance > Trouble shooting & second line expertise > Facili
Slide 8: VP Clean Technologies and BU Manager EMEA
VP Clean Tecnnolostes SE Sect ee ee Jing Jin So ee Business Unit Manager & Managing Director, EMEA, Markus Karbach &
Slide 9: Providing clean emission, higher productivity & protection of equipment
Providing clean emission, higher productivity & protection of equipment Business Line notog —_ — nologies samen fewer Main ERC _— —__—. (te sales channels End Waste to customer energy End customer manufacturer pulp & paper End customer i, Semi-conductor
Slide 10: Mist Elimination
Mist Elimination Delivers benefits anywhere liquids and gasses need to be separated Benefits: + Enhances process productivity + Lowers emissions + Helps reduce the environmental footprint Example of applications: * Scrubbing, air intakes, adsorption, distillation, evaporation, desalination & separat
Slide 11: Mass Transfer
Mass Transfer Separates chemical components and facilitates liquid extraction Op es pressure drop vs outp g the least amount of energ possible Liquid re-distributor a pte oO app a O Meldsoom a a onatio absorptio ae Oo u i | - Septinil Et tes Ginnie Example of industries: * Process industries such as
Slide 12: VOC Abatement
VOC Abatement Removes Volatile Organic Compounds from the air 12 Benefits: * Concentrates & effectively abates VOC * Saves money & energy, as well as helps deliver clean air to the world Example of applications/VOC concentrating: + Painting, etching, anodes- & cathodes manufacturing, packaging and p
Slide 13: Sustainability is shaping the future for Clean Technologies' customers
Sustainability is shaping the future for Clean Technologies’ customers Sustainability Power Transportation PURSES ow P (Hard to Abate Industries)
Slide 14: Mission - Deliver Clean Air to the World
Mission - Deliver Clean Air to the World Munters: For Customer Success and a Healthier Planet Mission Clean Technologies: Deliver Clean Air to the World
Slide 15: Different vehicles of change used to broaden product portfolio footprint
Different vehicles of change used to broaden Clean Technologies’ product portfolio footprint Current Future technology portfolio technology portfolio Vehicles of change anal oxide 60%) | Sulphuronide SO) = Ree Volatile organic ag External compounds (VOC) Partnerships @® Munters
Slide 16: On the journey of transforming Clean Technologies
On the journey of transforming Clean Technologies Net sales (MSEK) 1.000 4 ie) 2020 2021 2022 * Market turbulence due to Covid, marine market collapses + Supply chain challenges * Design of new strategy & partial launch + Full launch of new strategy, targeting: * Renewable power * Sustainable transp
Slide 17: Case studies
Case studies — Waste-to-energy, Singapore —~ Semiconductor production, USA — E-fuel production, Chile
Slide 18: Waste-to-energy process, Singapore
Waste-to-energy process, Singapore Munters treats SOx emissions within waste-to-energy @® Munters
Slide 19: Waste-to-energy process, Singapore
Waste-to-energy process, Singapore * Two main pollution abatement streams: —HCL scrubbing —SOsz scrubbing * Mist eliminators needed in both streams to prevent droplets in the exhaust of the scrubbed gas streams * Tailor-made equipment based on Munters mist elimination technology provides the } high
Slide 20: Semiconductor production, Arizona, USA
Semiconductor production, Arizona, USA e e a wo) eS e @ > a - , © e — Munters-treats VOC emissions in the semiconductor industry Medtronic @® Munters
Slide 21: Semiconductor production, Arizona, USA
Semiconductor production, Arizona, USA * Solvents must be treated before being exhausted into the atmosphere for safety and regulatory reasons * Large volumes of air at low VOC concentrations make treating the solvents challenging and expensive * The solution must fit into an existing open footprint
Slide 22: E-fuel production, Chile
E-fuel production, Chile coil wi ers supports e-fuel production QaHie aeMens BS ® Munters
Slide 23: E-fuel production, Chile - background
E-fuel production, Chile - background —> World's first e-fuel demonstration plant in Haru Oni, Chile Project started: July, 2021. First fuel delivery: December, 2022 130,000 litres of e-fuel will be produced in 2023, scaled up to 55 million litres in 2024 —> Munters mist elimination equipment part o
Slide 24: E-fuel production, Chile
E-fuel production, Chile * The plant uses Global Thermostat's (GT) direct air capture equipment & Munters mist elimination equipment to harvest climate-neutral COz as Synthetic Mebility part of the overall e-fuel Perce : generation process : ae arurinni PY noon : Ata * Munters gas-liquid separators:
Slide 25: GVP & President AirTech, Henrik Teiwik
GVP & President AirTech, Henrik Teiwik Kg
Slide 26: Clean Technologies - a prioritized area for Munters
Clean Technologies - a prioritized area for Munters Successful move from legacy segments into new growth segments Clear strategy going Solid starting point GorRMeIee| x)
Slide 27: Q&A
Q&A
Slide 28: Contact details Investor Relations
Contact details Investor Relations *% Ann-Sofi J6nsson Line Dovarn ar Vice President, Head of IR & ERM Director Investor Relations ' E-mail: ann-sofijonsson@munters.com E-Mail: line.dovarn@munters.com _ Phone: +46 73 025 10 05 Phone: +46 73 048 84 44 https: Tn rnunters com/enJinvestor-relations/pres