Georg Fischer Ag · SIX:GF

Georg Fischer — Investor Day (September 2022)

16 slides from Georg Fischer's investor day presentation, Sep 27, 2022

  1. Slide 1: GF Casting Solutions: Empowering sustainable mobility

    Innovative solutions for tomorrow GF Casting Solutions Empowering sustainable mobility © GF v3.0

  2. Slide 2: Climate Change is driving very ambitious emission goals

    GF Casting Solutions Climate Change is driving very ambitious emission goals … Limit global warming to 1.5°C Targets for 2025 [in g CO2/km] 140 120 100 80 60 40 20 0 USA China Europe © GF v3.0 2 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Carlos Vasto

  3. Slide 3: Key market trends: electrification and sustainability

    GF Casting Solutions … leading to key market trends: electrification and sustainability … Focus of today’s presentation Sustainability Sustainability Lightweight Substitution of other Sustainability technologies new Commercial vehicles Off-highway Alternative mobility Alternative mobility new Sustai

  4. Slide 4: Automotive markets facing new and discrepant regulations

    GF Casting Solutions … and the most relevant automotive markets is facing new and discrepant regulations … By 2030, US administration aims for a 50% EV share of new car sales Sales of new combustion engine cars banned by 2035 By 2030, 40% of vehicle sales to be electric (2035: 50%) © GF v3.0 4 Schaf

  5. Slide 5: EV market growing at different pace in relevant regions

    GF Casting Solutions … while the EV market is growing at completely different pace in the most relevant regions … Light vehicle production by drivetrain (in million units) EV Hybrid ICE +3.9% +4.3% 31 32 32 32 29 30 26 27 +2.6% 24 23 24 25 22 21 21 22 23 23 23 23 19 17 16 15 16 17 17 17 18 18 18 17

  6. Slide 6: Emerging new players establish beside mature OEMs

    GF Casting Solutions … emerging new players continue to establish beside mature OEMs Battery electric vehicle sales (First half-year 2022, in ‘000 units) 0 100 200 300 400 0 100 200 300 400 0 100 200 300 400 214 Tesla 108 320 36 90 301 Group without Audi Group 23 84 Tesla 295 Tesla 9 81 112 Group wi

  7. Slide 7: The shift to E-mobility demands more lightweight components

    GF Casting Solutions The shift to E-mobility demands a higher share of lightweight components ... E-mobility has reached the tipping point Battery electric vehicles demand a higher share of lightweight components Million units 110 100 Combustion engine Structural parts 90 components 80 EV 32% 70 Hyb

  8. Slide 8: High-pressure die-casting structural components

    GF Casting Solutions ... which can be fulfilled with high-pressure die-casting structural components Current solution Assembled sheet metal Single-part casting concept Bulk head In high-pressure die-casting Reduction of Capex at the Reduction of CO2 Weight reduction emissions customer & supplier due

  9. Slide 9: OEMs need partners to develop new platforms

    GF Casting Solutions Traditional and emerging OEMs are in need for partners to develop new platforms Traditional OEMS Emerging OEMs Tesla © GF v3.0 9 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Carlos Vasto

  10. Slide 10: GF Casting Solutions is a pioneer in structural casting

    GF Casting Solutions GF Casting Solutions is a pioneer in structural casting … First Mg Cross Car Beam First Mg interior part 2003 2005 2000 2005 First cast First Door Frame shock tower solution Al Tail Frame Al Rear Side Member Motorcycles 2017 2022 2014 2019/20/21 20xx Mg Cross Car Beams First lar

  11. Slide 11: Recognized as the innovation partner to master EV disruption

    GF Casting Solutions … and recognized as the innovation partner to master the EV disruption … Product engineering Tool concept & Industrialization: Early involvement Validation …to final solution & simulations manufacturing from casting… Vehicle Development Concept phase Pre-development Serial devel

  12. Slide 12: Driving the innovations of future platforms

    GF Casting Solutions … driving the innovations of future platforms … Co-development & production of high-pressure die-casting tool at GF meco eckel: VW Trinity platform Start of Production: 2026 Picture source: Volkswagen AG © GF v3.0 12 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | C

  13. Slide 13: Exploiting full potentials of the technology

    GF Casting Solutions … and exploiting full potentials of the technology … 6.100 t machine 4.400 t machine Picture source: Bühler © GF v3.0 13 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Carlos Vasto

  14. Slide 14: Awarded among its customers

    GF Casting Solutions … awarded among its customers 2018 2018 2020 2022 GF Altenmarkt GF Leipzig GF Suzhou GF Casting Solutions JLRQ Award CLAAS Supplier Award Volvo Quality Excellence Award CCB Mercedes S-Class JLR Front End Carrier Dozer Drive Wheel Volvo Shock Tower Crosscarbeam Mercedes S-Class ©

  15. Slide 15: Showcase presentation: Frank Gensty, Head of Technology

    GF Casting Solutions Showcase presentation: Frank Gensty, Head of Technology GF Casting Solutions Frank Gensty Head of Technology © GF 2021 15 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Carlos Vasto

  16. Slide 16: Thank you

    Innovative solutions for tomorrow Thank you © GF 2021

Georg Fischer — Investor Day (September 2022) on 6ix