Ansell Limited · ASX:ANN
Ansell — Non-Deal Roadshow (March 2022)
16 slides from Ansell's roadshow presentation, Mar 21, 2022
Slide 1: ASX Announcement: Ansell Limited Investor Meeting Presentation
ASX Announcement Ansell Limited Investor Meeting Presentation 21 March 2022 – Ansell Limited (ASX:ANN), a global leader in personal protection safety solutions, is pleased to provide the enclosed presentation which will be referred to during a series of investor meetings held between 21 March 2022 a
Slide 2: Ansell Investor Update
ANSELL INVESTOR UPDATE 21 MARCH 2022 1
Slide 3: Disclaimer
Disclaimer The following presentation has been prepared by Ansell Limited (Ansell or the Company) for information purposes only. The information contained in this presentation is a summary only and does not purport to be complete. It should be read in conjunction with Ansell’s other periodic and con
Slide 4: Contents
01 Growth Update 02 Market Update and Recent Investments CONTENTS 03 Greater Focus on Operational Excellence 04 Update on ESG Initiatives 05 Concluding Remarks 3
Slide 5: Beating Revenue Targets Set At Last CMD
Beating Revenue Targets Set At Last CMD SALES GROWTH ABOVE 3-5% CMD TARGET EVEN STRONG GROWTH² F’22 H1 vs F20 H1 EXCLUDING COVID-19 BENEFICARIES¹ ACROSS EACH OF OUR SBUs 2 Yr CAGR IGBU: +3% 1,089 +16% Mechanical Chemical 1,009 +2% +5% 938 860 753 +30% HGBU: +27% Surgical Exam/SU +13% +33% +7% FY20 H
Slide 6: Our Exam/SU Products Are Focused on Differentiated Segments
Our Exam/SU Products Are Focused on Differentiated Segments ANSELL’S PORTFOLIO FOCUS ANSELL DIFFERENTIATES THROUGH PRODUCT AND SEGMENTATION¹ AND INDUSTRY EXPERIENCE Differentiated Less Differentiated Standard Thin Share of ~30% ~70% Product Differentiation Market² Multi-Layer Ansell Market Chemical
Slide 7: Strong And Broad Based Emerging Market Growth
Strong And Broad Based Emerging Market Growth ATTRACTIVE EMERGING MARKET KEY THEMES DRIVING EMERGING EXPOSURE WITH STRONG GROWTH¹ MARKET GROWTH Other Russia* EMEA +3.1% Greater industrialisation +9.5% Safety awareness and strengthening regulations China +20.0% M East & More demanding purchasing crit
Slide 8: Increased Innovation Investment Creating Opportunity For Enhanced Long-Term Growth
Increased Innovation Investment Creating Opportunity For Enhanced Long-Term Growth CONNECTED PPE PROVIDING BUILDING STRONG E-COMMERCE DEVELOPING REAL SOLUTIONS SOLUTIONS FOUNDATION FOR CUSTOMERS' ESG GOALS Zone Series • Sensor-enabled Ansell Lower Impact Ansell beacons and personal handheld devices
Slide 9: Product Innovation Themes
Product Innovation Themes MULTI-HAZARD MIGRATION FROM TOUCH SCREEN ELECTRICAL PROTECTION MULTI-PURPOSE → CUT TECH / ESD PROTECTION Without sacrificing comfort New Cut Standards For operating touch enabled devices, New Opportunities or performance Higher Levels of Cut Protection and handling sensitiv
Slide 10: Ansell's Market Presence Is Across Diverse End Markets
Ansell’s Market Presence Is Across Diverse End Markets • Ansell’s portfolio is generally well balanced • Verticals are correlated to a variety of economic trends with other drivers including regulation, compliance, shifts in end user preferences and innovation creating opportunities for growth throu
Slide 11: Recent Investments To Support Growth
Recent Investments To Support Growth RECENT CAPEX INVESTMENTS ACQUISITIONS HAVE ADDED SUPPORTING GROWTH CAPABILITIES • Seven highly efficient and • Produces popular Hyflex® CAREPLUS (M) SDN BHD automated lines (four lines 11-840 style currently operational) • Made in Europe product • Will double in-
Slide 12: Greater Focus on Operational Excellence
Greater Focus on Operational Excellence MANUFACTURING AND SOURCING Continuing to invest in Multi-site production Further automation of Less Reduce outsourcing reliance and on outsourcing differentiated production to increase supply manufacturing footprint move and to smaller greater networkwith part
Slide 13: Recent Initiatives To Drive Industry Leading ESG Practice
Recent Initiatives To Drive Industry Leading ESG Practice SUPPLIER MANAGEMENT FRAMEWORK RESPONSIBLE GLOVE ALLIANCE INITIATIVE • The Ansell Supplier Management Framework On 1 March 2022, the Responsible Glove mechanisms help us: Alliance (RGA) was launched with Ansell - Select trustworthy partners as
Slide 14: Decreasing Environmental Footprint in Ansell's Manufacturing
Decreasing Environmental Footprint in Ansell’s Manufacturing ENERGY - BIOMASS RENEWABLE ENERGY REDUCE WATER USAGE ZERO WASTE TO LANDFILL Biomass Hot Water Generators enable Expanding energy production from our Reducing our water withdrawals by Zero Waste to Landfill for all Ansell us to replace foss
Slide 15: Ansell, A Diversified Global Leader in Protection Solutions
Ansell, A Diversified Global Leader in Protection Solutions Broad Innovative Product Portfolio Selling into a wide range of well-balanced end markets Demand sensitive Demand less sensitive Market leading customer to economic cycle: ~50% sales to economic cycle: ~50% sales intimacy and expertise to s
Slide 16: We Are Passionate About Protection
We Are Passionate About Protection How We Protect Who We Protect Protecting Sustainably • We are the best at combining • Recognised PPE leader in leading • Protecting the human rights of all workers Today comfort – performance - protection manufacturing & medical settings, in our supply chain addres