Kardex Holding Ag · SIX:KARN
Kardex — Investora 2021
29 slides from Kardex's conference presentation, Sep 15, 2021
Slide 1: Kardex @ Investora 2021
Kardex @ Investora 2021 Zurich, 15 September 2021
Slide 2: Agenda
Agenda Introduction to Kardex Division Kardex Mlog Division Kardex Remstar New Kids (Technology Additions) Outlook 2021 Q&A Kardex @ Investora 2021 | 15/09/2021 | 2
Slide 3: Introduction to Kardex
Introduction to Kardex Kardex @ Investora 2021 | 15/09/2021 | 3
Slide 4: Market in Brief - Definition of Intralogistics
Market in Brief - Definition of Intralogistics Manufacturing Distribution Transport Shop Last mile ▪ Intralogistics optimizes the efficiency of supply chains within the boundaries of a manufacturing and/or distribution center ▪ Intralogistics solutions provider offer a range from purely manual to hi
Slide 5: Market in brief – Growth and Profitability of Intralogistics segments
Market in brief – Growth and Profitability of Intralogistics segments Profitability Relative growth Market volume Person-to-goods Goods-to-person Racking and Automated Stand Alone Integrated Fully Integrated Shelving Products Subsystems Subsystems Systems Complexity Kardex @ Investora 2021 | 15/09/2
Slide 6: Kardex in brief
Kardex in brief ▪ Kardex provides Intralogistics solutions and services to increase the efficiency in storing and handling of goods and materials ▪ Kardex consists of 2 Divisions which are both Visit us @ www.kardex.com positioned in attractive growth markets ▪ Well balanced Business Model with New
Slide 7: Kardex in brief – Global Footprint
Kardex in brief – Global Footprint 74% 18% 1% 7% Americas 1% Europe Middle East and Africa Asia / Pacific Kardex @ Investora 2021 | 15/09/2021 | 7
Slide 8: Kardex in brief – Profitable and sustainable Business Model
Kardex in brief – Profitable and sustainable Business Model Business Model Market Information ▪ More than 140 000 installed Kardex Remstar machines worldwide with a lot of potential for repeat business ▪ Kardex Mlog with more than 1 000 systems with approx. 2 500 stacker cranes and a lot of moderniz
Slide 9: Kardex in brief – Positioning of Divisions to drive Profitable Growth
Kardex in brief – Positioning of Divisions to drive Profitable Growth Profitability Relative growth Market volume Person-to-goods Goods-to-person Growth directions Racking and Automated Stand Alone Integrated Fully Integrated Shelving Products Subsystems Subsystems Systems Complexity Kardex @ Invest
Slide 10: Division Kardex Mlog
Division Kardex Mlog Kardex @ Investora 2021 | 15/09/2021 | 10
Slide 11: Division Kardex Mlog
Division Kardex Mlog ▪ German based organization with focus on the DACH region ▪ Automated solutions focusing on storage/retrieval of unit loads (pallets) and bins ▪ >290 FTEs ▪ 1 000+ installed solutions worldwide ▪ 1 manufacturing site in Germany ▪ Key figures FY 2020 – Net revenues EUR 73.0 m – E
Slide 12: Division Kardex Mlog – Portfolio
Division Kardex Mlog – Portfolio Standardized Industry Specific (Stand Alone) Subsystems MSequence MCompact MDynamic MTower Products Stacker Crane Modules Conveyor Modules Software Suite Life Cycle Services Focus on automated solutions for storage/retrieval of unit loads (pallets) and bins Kardex @
Slide 13: Division Kardex Remstar
Division Kardex Remstar Kardex @ Investora 2021 | 15/09/2021 | 13
Slide 14: Division Kardex Remstar
Division Kardex Remstar ▪ Global organization providing Sales and Service in over 30 countries ▪ Automated solutions focusing on order fulfilment and storage/retrieval of single items ▪ >1 550 FTEs ▪ 140 000+ installed solutions ▪ 2 manufacturing sites in Germany, new US site will start operation be
Slide 15: Division Kardex Remstar – Portfolio
Division Kardex Remstar – Portfolio Vertical Buffer Modules Vertical Lift Modules Horizontal Carousel Modules Vertical Carousel Modules Software Suite Life Cycle Services Focus on automated solutions for order fulfilment and storage/retrieval of single items Kardex @ Investora 2021 | 15/09/2021 | 15
Slide 16: Division Kardex Remstar – First Impressions New US Manufacturing
Division Kardex Remstar – First Impressions New US Manufacturing Kardex US Manufacturing, LLC 836 Bistline Drive West Columbia, SC 29172 United States Kardex @ Investora 2021 | 15/09/2021 | 16
Slide 17: Division Kardex Remstar – First Impressions New US Manufacturing
Division Kardex Remstar – First Impressions New US Manufacturing Kardex @ Investora 2021 | 15/09/2021 | 17
Slide 18: Division Kardex Remstar – First Impressions New US Manufacturing
Division Kardex Remstar – First Impressions New US Manufacturing ▪ State-of-the art Manufacturing System (SAP S/4Hana) with innovative inhouse logistics ▪ Main Functions – Inbound logistics – Production of Vertical Lift Modules – Stock Programs for ship-in products – SKD production – Regional Spare
Slide 19: New Kids (Technology Additions)
New Kids (Technology Additions) Kardex @ Investora 2021 | 15/09/2021 | 19
Slide 20: New Kids – Industrial Logic and Motivation for Kardex to invest
New Kids – Industrial Logic and Motivation for Kardex to invest Positioning to drive Profitable Growth Main criteria ▪ Existing market leading technology ▪ Innovative technology with potential to become market leading technology ▪ Market success independent from Kardex ▪ Portfolio extension enhancin
Slide 21: New Kids – Rocket Solution
New Kids – Rocket Solution 2.5 years from initial idea to first customer project Kardex @ Investora 2021 | 15/09/2021 | 21
Slide 22: New Kids – Rocket Solution
New Kids – Rocket Solution ▪ Rocket Solution offers innovative technology for compact warehouse solutions ▪ Portfolio represents the 4th generation of mini shuttle technology ▪ Market demand for high dynamic mini shuttle solutions growing ▪ Opportunity to benefit from growth in E-Commerce and partic
Slide 23: New Kids – AutoStore
New Kids – AutoStore ▪ AutoStore offers a well established, innovative compact warehouse solution ▪ AutoStore known as reliable, high-quality partner – matches Kardex requirements ▪ Market demand for AutoStore solutions growing ▪ Opportunity to benefit from growth in E-Commerce and particularly from
Slide 24: New Kids – Robomotive
New Kids – Robomotive ▪ Robomotive adds eye-hand coordination to robotic solutions to achieve human like behavior based on a self developed modular vision software ▪ Proven technology for high performance, reliable, maintainable and serviceable robot operations ▪ Solutions include robotic applicatio
Slide 25: New Kids – Remstar meets Robomotive
New Kids – Remstar meets Robomotive ▪ Robotic application connected to a standard Remstar Vertical Lift Module ▪ Complementary technology to built stand-alone sub- system ▪ Robotic addition eliminates need for manual operation ▪ Very short ROI for customers ▪ Solution with good potential for repeat
Slide 26: New Kids – AutoStore meets Robomotive
New Kids – AutoStore meets Robomotive Kardex @ Investora 2021 | 15/09/2021 | 26
Slide 27: Outlook 2021
Outlook 2021 Kardex @ Investora 2021 | 15/09/2021 | 27
Slide 28: Outlook 2021
Outlook 2021 ▪ Efficiency in Intralogistics remains a key success factor for Kardex’ customers ▪ Effects and learnings of the pandemic will further increase the demand for automated solutions ▪ Kardex Remstar expected to turn strong order backlog into increased net revenues in H2 2021 ▪ New manufact
Slide 29: Q&A
Q&A Kardex @ Investora 2021 | 15/09/2021 | 29