Chart Industries, Inc. · NYSE:GTLS
Chart Industries — Barclays Capital CEO Energy-Power Conference 2010
13 slides from Chart Industries's conference presentation, Sep 14, 2010
Slide 1: Barclays Capital CEO Energy-Power Conference
Exhibit 99.2 Barclays Capital CEO Energy-Power Conference September 16, 2010
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: Agenda
Agenda Company Overview Financial Highlights Segment Overview Industry Trends Growth Initiatives Manufacturing and Distribution Investment Highlights Summary 2
Slide 4: 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 - Energy industry is the largest end-user of Chart products Leading position - #1 or #2 in all primary markets served Global
Slide 5: Strong Track Record of Successful Execution
Strong Track Record of Successful Execution 800 160 Drivers of Growth CAGR (2004-2009) Operational Excellence 700 140 Sales 14% – Flexible cost structure allowed for aggressive Oper. Inc. 21% response to economic downturn 600 120 – Lean initiatives continue to drive favorable earnings and cash gener
Slide 6: Energy & Chemicals (E&C) Segment Overview
Energy & Chemicals (E&C) Segment Overview Selected Products 2009 Sales by Product/Region RoW Production 20% Cold Boxes and LNG VIP 32% U.S. 36% Americas (Non-US) 5% Heat Exchanger Heat Europe Exchangers Asia 1% 68% 38% Highlights Technology leader - providing heat exchangers and cold boxes critical
Slide 7: Distribution & Storage (D&S) Segment Overview
Distribution & Storage (D&S) Segment Overview Selected Products 2009 Sales by Product/Region LNG Terminals Distribution Beverage Liquid and Vehicle Fuel CO2Systems Americas RoW Systems 7% 8% (Non-US) 5% 7% Parts, Repair and On- Site Service Asia 11% 13% U.S. VIP, Systems 49% and Components 6% Packag
Slide 8: BioMedical Segment Overview
BioMedical Segment Overview Selected Products 2009 Sales by Product/Region Other Americas End-Use Consumption Respiratory 5% (Non-US) Therapy 9% Systems 46% Asia 10% U.S. 34% Stainless Steel Freezer Biological Storage Systems Europe 49% 47% Highlights Portable Oxygen Strong growth – increases in oxy
Slide 9: Energy Trends
Energy Trends World Primary Energy Demand by Fuel* Growing industry - Energy demand recently forecasted to expand 40% between now and 2030 with global investment of $26 trillion, over $1 trillion/year, needed to keep up with demand* Natural Gas expansion - World primary demand for natural gas expand
Slide 10: Energy Trends
Energy Trends Natural Gas penetration - increasing as a transportationfuel due to its high energy density, lower costs, and low emissions Broad product offering - Chart provides products / solutions for the full LNG value chain from LNG terminal equipment / liquefiers to on-board fuel tanks Favorabl
Slide 11: Growth Initiatives
Growth Initiatives Current economic environment continues to provide acquisition opportunities for Chart with its strong balance sheet and more than adequate liquidity Chart’s acquisition criteria – Niche Position - global niche engineered equipment, systems or aftermarket business – Technology/Prod
Slide 12: 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 with minimal capital expenditures North America Europe Asia-Pacific
Slide 13: Summary of Investment Highlights
Summary of Investment Highlights Chart represents a unique investment opportunity to capitalize on the return of strong growth in the markets it serves Flexible Manufacturing Platform – Ability to ramp up or scale back production as demand fluctuates – Necessary capacity expansion/contraction is eas
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