Valmet Corp · OMXHEX:VALMT

Valmet — Investor Day (March 2023)

13 slides from Valmet's investor day presentation, Mar 8, 2023

  1. Slide 1: Services: Demand driven by large and growing global installed base

    Services: Demand driven by large and growing global installed base Aki Niemi Business Line President, Services Valmet Capital Markets Day 2023

  2. Slide 2: Services demand driven by large and growing global installed base

    Services demand driven by large and growing global installed base ATTRACTIVE MARKET AND STRONG MARKET POSITION 1 Solid market share development in a large and growing market COMPETITIVE OFFERING 2 Market’s widest offering ensures the right combination of services for every stage in the lifecycle BRO

  3. Slide 3: Solid market share development in a growing and attractive market

    Solid market share development in a growing and attractive market Pulp and paper consumption development Market drivers ESTIMATED CAGR Mton CAGR 2013–2019 2022–2026 700 1.9% • Large global installed base 0.5% 600 Paper • Growth in installed base driven by e- 500 Board commerce, urbanization and repl

  4. Slide 4: Services key figures

    Services key figures Orders received Orders received split 2022 (EUR million) (% of total) CAGR 1,756 6.2% 1,459 1,481 1,356 1,242 1,315 10% 4% 1,119 1,182 18% 1,035 1,055 10% 33% 35% 34% 38% By customer 13% By business By area segment 17% 37% 9% 17% 5% 20% 2013 2014 2015 2016 2017 2018 2019 2020 20

  5. Slide 5: Strong market position with market's widest offering

    Strong market position with market’s widest offering Rolls and workshop Board, Paper and Tissue Pulp and Energy Performance Parts Fabrics services Solutions Solutions  Spare parts  Paper machine clothing  Rolls  Improvement projects  Improvement projects Offering  Consumables  Filter fabrics

  6. Slide 6: Solid growth in all business units

    Solid growth in all business units Orders received (EUR million) Performance Parts Fabrics Rolls and Board, Paper and Pulp and Energy (35% of total orders) (13%) Workshop Services Tissue Solutions Solutions 700 620 (17%) (17%) (18%) 600 CAGR 500 8.9% 400 297 322 297 CAGR CAGR 300 226 3.4% CAGR 8.5%

  7. Slide 7: Strong area organization is a competitive advantage

    Strong area organization is a competitive advantage North America China 1,130 employees 25 service centers 630 employees 7 service centers ~100 service centers 6,300 Service professionals EMEA 3,600 employees 8 1,800 Global functions Asia-Pacific 1,800 Area services 45 service centers 500 employees

  8. Slide 8: Solid growth in all geographical areas

    Solid growth in all geographical areas Orders received (EUR million) North America EMEA Asia-Pacific China South America (34% of total orders) (37%) (10%) (10%) (9%) 658 700 593 600 500 CAGR 8.3% 400 300 CAGR 170 170 165 200 5.6% CAGR CAGR 8.9% 9.0% 100 0 13 14 15 16 17 18 19 20 21 22 13 14 15 16 17

  9. Slide 9: Strong development in key Services segments

    Strong development in key Services segments Orders received (EUR million) Board Paper Tissue Pulp Energy (30% of total orders) (18%) (4%) (34%) 599 (4%) 600 530 CAGR 15.5% CAGR 500 19.9% 310 400 CAGR 8.4% 300 200 66 CAGR 72 CAGR 13.4% -3.6% 100 0 2020 2021 2022 2020 2021 2022 2020 2021 2022 2020 202

  10. Slide 10: Unified way to serve aims at excellent customer experience

    Unified way to serve aims at excellent customer experience  We aim to  Sales actions  Continuous High customer understand customer planned based on collaboration through satisfaction strategy and needs customer needs lifecycle approach  Understanding customer strategy  Aligning customer targets

  11. Slide 11: Strategic focus areas

    Strategic focus areas Services Key actions to grow  Capture higher market share in large global installed base  High service market share in Valmet’s new process technology deliveries  Wide offering and new products for cost competitiveness, digitalization and sustainability  Close to customers

  12. Slide 12: Services demand driven by large and growing global installed base

    Services demand driven by large and growing global installed base ATTRACTIVE MARKET AND STRONG MARKET POSITION 1 Solid market share development in a large and growing market COMPETITIVE OFFERING 2 Market’s widest offering ensures the right combination of services for every stage in the lifecycle BRO

  13. Slide 13: Forward

    FORWARD

Valmet — Investor Day (March 2023) on 6ix