Georg Fischer AG · SIX:GF
Georg Fischer — Investor Presentation (June 2019)
34 slides from Georg Fischer's investor presentation, June 2019
Slide 1: Investor Presentation June 2019
GF Corporation Investor Presentation June 2019
Slide 2: Pioneering industrial technology for more than 200 years
GF Corporation Pioneering industrial technology for more than 200 years 1802 1864 1897 1921 GF Corporate GF Piping Systems GF Casting Solutions GF Machining Solutions Georg Fischer First Piping Systems First Automotive Part First Machinery founded in Schaffhausen product As of 1900 GF develops wheel
Slide 3: Today GF stays at the frontier of new technologies
GF Corporation Today GF stays at the frontier of new technologies … Sales 2018 CHF 4.6 billion, EBIT CHF 382 million and 15'047 employees 1 Our core strength lies in applying state 46% of the art industrial technologies GF Piping Systems We specialize in developing tailored solutions to meet t
Slide 4: … with a worldwide presence
GF Corporation … with a worldwide presence … Americas Europe Asia 6 production sites 23 production sites 28 production sites 14 sales sites 20 sales sites 39 sales sites Australia / New Zealand 3 sales sites Present in 33 countries with 140 companies – 57 of them production sites 4 Investor Presenta
Slide 5: … having an impact on every day life
GF Corporation … having an impact on every day life 6am 7am 9am 2pm 8pm 5 Investor Presentation | June 2019
Slide 6: Key figures 2018
GF Corporation Key figures 2018 Sales CHF 4.6b Sales CHF 1.8b GF PS EBIT CHF / ROS % + 10% nom. + 9% nom. EBIT 382m + 7% org. + 8% org. ROS 8.4% Sales CHF 1.7b GF CS Sales CHF 1.1b GF MS ROIC + 14% nom. + 8% nom. 22.4% + 5% org. + 5% org. 6 Investor Presentation | June 2019
Slide 7: Global mega trends provide growth opportunities for GF
Global mega trends provide growth opportunities for GF… 7 Investor Presentation | June 2019
Slide 8: Growing population and urbanization drive need for piping systems
GF Corporation Growing population and urbanization drive need for piping systems 12 68% Growing global 11 Speed of 30% 55% 2050 population 10 9 urbanization 1950 2018 12% 8 7 6 In 2050 2/3 of the world population will live in cities 5 11 Billion 4 3 people by 2100 2 1 1400 1600 1800 2000 Source: Bir
Slide 9: Increased regulation drive demand for lighter components
GF Corporation Increased regulation drive demand for lighter components Increased environmental Clean water supply regulation CO2-regulations EU 60g/km For passenger cars + by 2030 trucks by 2021 3.60 More than 33% of (95g/km) 4.10 the world’s drinking by 2025 2.62 water is lost due to (81g/km) 3.24
Slide 10: Digitalization increase need for precision
GF Corporation Digitalization increase need for precision Digitalization and miniaturization Growing worldwide smartphone penetration In over 50 countries 66% of all people Increasing demand for data centers have a smartphone Global IP traffic will increase (2016: 58%) threefold over the next 5 year
Slide 11: Strategy 2020 – Pursue profitable expansion
GF Corporation Strategy 2020 – Pursue profitable expansion … Widen presence in growth markets, adapt portfolio & footprint in Europe Objectives Shift divisions’ portfolio to higher margin businesses ROIC 20-24% Anchor Design Thinking / Value Selling in GF’s culture ROS 9-10% Annual Growth 3-5% 11 In
Slide 12: … with a strong focus on sustainability
GF Corporation … with a strong focus on sustainability GF Piping Systems GF Casting Solutions GF Machining Solutions UN sustainable development goals Safe & hygienic Reduction of CO2- Energy-efficiency transport of water emission through through state-of-the lightweight design & art machines materia
Slide 13: GF Piping Systems
GF Piping Systems 13 Investor Presentation | June 2019
Slide 14: GF Piping Systems
GF Corporation GF Piping Systems We are a leading supplier of piping systems made of plastics and metal We focus on system solutions and high- quality components for the safe transport of water, chemicals and gases Our product portfolio of fittings, valves, pipes, automation, and jointing Indu
Slide 15: Partnering with our customers …
GF Piping Systems Partnering with our customers … Industry Utility Building Technology 15 Investor Presentation | June 2019
Slide 16: … to conserve water and avoid contamination through safe piping systems
GF Piping Systems … to conserve water and avoid contamination through safe and secure piping systems … Hycleen Automation System Latest actuator generation 16 Investor Presentation | June 2019
Slide 17: … investing in regional production capacity
GF Piping Systems … matching our customers needs by investing in regional production capacity … Yangzhou Shanghai Footprint 25,000 sqm CHF 28 million investment Start of operation end 2020 New Yangzhou plant: pipe, fittings and instrumentation for Industrial and Building Technology application
Slide 18: … making your flow sustainable
GF Piping Systems … making your flow sustainable 6 CLEAN WATER 9 INDUSTRY, INNOVATION AND SANITATION AND INFRASTRUCTURE GF Piping Systems strive to: Making your flow more sustainable 11 SUSTAINABLE CITIES 12 RESP. CONSUMPTION 13 CLIMATE AND COMMUNITIES AND PRODUCTION ACTION 18 Investor Presentation
Slide 19: GF Casting Solutions
GF Casting Solutions 19 Investor Presentation | June 2019
Slide 20: GF Casting Solutions
GF Casting Solutions GF Casting Solutions We are a technologically pioneering development partner and manufacturer of cast and additive components for the global automotive industry, aerospace and energy markets, off-highway vehicles and for industrial applications Our highly complex lightweight
Slide 21: Partnering with leading manufacturers worldwide …
GF Casting Solutions Partnering with leading manufacturers worldwide … Aerospace / Passenger Cars Industrial Applications Industrial Gas Turbines 21 Investor Presentation | June 2019
Slide 22: AMotion Center – new manufacturing technologies in aerospace
GF Casting Solutions … and focusing on new manufacturing technologies in the aerospace sector AMotion Center Additive Manufacturing in Motion: From concept to serial production Turbine Rear Vane: 48h print-job, 500x500x500 GFMS/3DS DMP Factory500 22 Investor Presentation | June 2019
Slide 23: New investments in light metal castings in growth markets
GF Casting Solutions New investments in light metal castings in growth markets … New tool shop in Expansion & construction of Suzhou, China magnesium module 1B at our JV plant GF Linamar, USA 23 Investor Presentation | June 2019
Slide 24: … lower CO2-emissions with light weight components
GF Casting Solutions … leading to lower CO2-emissions worldwide by providing light weight components 7 AFFORDABLE AND CLEAN 8 DECENT WORK AND ENERGY ECONOMIC GROWTH GF Casting Solutions strives to: make mobility more sustainable 9 INDUSTRY, INNOVATION AND 12 RESPONSIBLE 13 CLIMATE ACTION INFRASTRUCT
Slide 25: GF Machining Solutions
GF Machining Solutions 25 Investor Presentation | June 2019
Slide 26: GF Machining Solutions
GF Machining Solutions GF Machining Solutions We are one of the world’s leading providers of complete solutions to the tool and mold making industry and to manufacturers of precision components Our portfolio includes milling, wire-cutting and die- sinking EDM machines We offer spindles, laser
Slide 27: We offer our customers …
GF Machining Solutions We offer our customers … ICT Medical Aerospace 27 Investor Presentation | June 2019
Slide 28: … solutions applying the latest technology to their precision needs
GF Machining Solutions … solutions applying the latest technology to their precision needs … DMP500 assembly in Losone, Switzerland ML10 machine in the US 28 Investor Presentation | June 2019
Slide 29: … focusing on operational excellence in our facilities
GF Machining Solutions … and focusing on operational excellence in our facilities … New milling plant in Changzhou, China New innovation and production center in Biel, Switzerland 29 Investor Presentation | June 2019
Slide 30: … to address energy efficiency
GF Machining Solutions … to address energy efficiency 4 QUALITY EDUCATION 7 AFFORDABLE AND CLEAN 13 CLIMATE ACTION GF Machining ENERGY Solutions strives to: Making high- precision machines highly energy efficient 4 QUALITY EDUCATION 9 INDUSTRY, INNOVATION AND 12 RESPONSIBLE INFRASTRUCTURE CONSUMPTIO
Slide 31: GF in short …
GF in short … 31 Investor Presentation | June 2019
Slide 32: GF's investment proposition
GF Corporation GF's investment proposition Strategy focused on higher value businesses - widening presence in growth markets and adaption of portfolio in Europe supported by addressing new market segments Products and services addressing demand of global mega trends - global mega trends with dir
Slide 33: Thank you for your attention
Thank you for your attention
Slide 34: Disclaimer
Disclaimer This document is for presentation purposes only and should not be construed as an offer, invitation or solicitation to subscribe for, purchase or sell any investment. Neither it nor anything it contains shall form the basis of any contract whatsoever. Opinions expressed herein reflect the