Landis+gyr Group Ag · SIX:LAND
Landis+gyr — Investor Day (January 2019)
9 slides from Landis+gyr's investor day presentation, Jan 29, 2019
Slide 1: Asia-Pacific
Asia-Pacific Steve Jeston, Head AP © Landis+Gyr | January 29, 2019 | Capital Markets Day 1
Slide 2: Asia-Pacific | Positioned for success
Asia-Pacific | Positioned for success Regional footprint ▪ Leading supplier in Asia-Pacific with longstanding tradition ▪ Presence in all major markets Regional highlights ▪ #1 in electricity and gas metering in Australia and New Zealand ▪ Metering supply agreement in place with intelliHUB / Acumen
Slide 3: Asia-Pacific revenue will grow as key markets gather pace
Asia-Pacific revenue will grow as key markets gather pace Performance ▪ Revenues remained flat in recent years, due to temporary market weakness ▪ in Australia due to introduction of Power of Choice regulatory changes ▪ In India and SEA due to slower uptake of smart metering ▪ Investments in intelli
Slide 4: Asia-Pacific growth comes from transition to smart metering and emerging grid edge intelligence applications
Asia-Pacific growth comes from transition to smart metering and emerging grid edge intelligence applications Market evolution Market position2 ▪ ANZ growth largely driven by the ANZ USD m 1 Market share, 2017, units shift to smart electricity metering Itron Others smart electric Secure leading to gr
Slide 5: Use cases driven by market maturity
Asia-Pacific use cases driven by market maturity 1st wave use cases Revenue protection ▪ As smart metering deployments in mature countries develop we see Meter to cash Conservation & losses emerging emphasis on grid edge Remote meter reading Call center services intelligence Utility operations benef
Slide 6: ANZ | Leveraging our strong local presence to capture additional grid edge intelligence opportunities
ANZ | Leveraging our strong local presence to capture additional grid edge intelligence opportunities Market development and customer needs ▪ Smart electric meter volumes in Australia driven by government-led programs to enable consumer engagement ▪ Early smart metering deployments in New Zealand ne
Slide 7: SEA | Targeted smart metering growth, leveraging our reference deployment, strong brand and advanced technology offering
SEA | Targeted smart metering growth, leveraging our reference deployment, strong brand and advanced technology offering Market development and customer needs ▪ Significant areas of growth in smart metering ▪ Large investments in energy infrastructure and significant energy reforms ▪ Customer needs
Slide 8: India | Strongly positioned to exploit market transition to smart metering
India | Strongly positioned to exploit market transition to smart metering Market development and customer needs ▪ Significant power sector reforms ▪ Utilities needs move from smart metering (e.g. reducing non-technical losses, improving revenue collection with prepayment) to grid edge intelligence
Slide 9: Moving forward: margin improvement and positioning for long-term growth
Moving forward: margin improvement and positioning for long-term growth Return to profitability Differentiation as a competitive advantage The key measures to bring Asia-Pacific region back to ▪ Leverage our leading brand and strong local presence profitability are on track and already producing fir