Georg Fischer Ag · SIX:GF

Georg Fischer — Baader Investment Conference Munich 2024

23 slides from Georg Fischer's conference presentation, Sep 24, 2024

Slide 2: Pioneering industrial technology
Investor presentation Pioneering industrial technology GF Corporate GF Piping Systems GF Casting Solutions GF Machining Solutions GF Building Flow Solutions 1802 1864 1897 1921 2023 GF founded First piping First automotive First A fourth division in Schaffhausen systems product part machinery Johann
Slide 3: GF Corporation in brief
GF Corporation GF Corporation in brief GF Piping Systems GF Building Flow Solutions 5.1 bn 19’824 Total revenues 2023 Employees worldwide (pro-forma) 4.0 bn 45 Total revenues 2023 Countries 365 mio 146 EBIT 2023 Locations GF Machining Solutions GF Casting Solutions Uponor included pro-forma for the
Slide 4: An industrial technology company structured in four Divisions
GF Corporation An industrial technology company structured in four Divisions GF Piping Systems GF Building Flow Solutions GF Casting Solutions GF Machining Solutions Enabling safe and Unlocking the potential of Empowering sustainable Advancing energy efficient sustainable transport of water to prote
Slide 5: Establishing leadership in Water and Flow Solutions through a comprehensive global portfolio
Investor presentation Establishing leadership in Water and Flow Solutions through a comprehensive global portfolio Sales per business* (in CHF million) Sales per region* (in %) Water & Flow Solutions Rest of World GF Machining Solutions 18% 23% Asia EMEA GF Piping 41% 18% 5.1 Systems Industry & Util
Slide 6: GFs growth opportunities are supported by global long-term trends
Investor presentation GFs growth opportunities are supported by global long-term trends Energy efficiency in buildings Urbanization & immigration Digitalization & AI Labor shortage & automation Water scarcity Energy transition © GF v3.0 6 Munich, September 24, 2024 | Mads Joergensen, CFO
Slide 7: Global presence with local excellence
Investor presentation Global presence with local excellence Present in 45 countries with 19’824 employees 25% 52% 23% Americas EMEA Asia Pacific 3 14 2 3,113 12,607 4,104 105 production sites 146 sales sites 19 R&D centers GFPS GFBFS Share of GFCS Sales* GFMS *2023 sales pro-forma R&D centers: May i
Slide 8: Key financial figures – Three years view
Investor presentation Key financial figures – Three years view Sales Organic growth EBITDA-Margin Dividend per share CHF million % before one-offs in CHF million CHF 10Y organic CAGR: 4% 3’722 3’998 4’026 12.7 12.7* 1.30 1.30 15.9 1.00 13.5 11.1 3.7 2021 2022 2023 2021 2022 2023 2021 2022 2023 2021
Slide 9: Leading the way in corporate sustainability
Investor presentation Leading the way in corporate sustainability Rating agency Rating Sustainability achievements across divisions and regions A (transparency and performance on climate change) Gold for GF Piping Systems, GF Building Flow Solutions, GF Casting Solutions; Silver for GF Machining Sol
Slide 10: GF Piping Systems – leading flow solutions provider
Investor presentation GF Piping Systems – leading flow solutions provider Key Figures 2023 Segments Sales: 2’066 million CHF EBIT margin: 13.3% ROIC: 31.1% 8’798 employees Industrial water Semiconductor Chemical Water Gas Marine Waste & treatment process industry distribution distribution storm wate
Slide 12: Optimizing lactic acid production for bioplastics
Investor presentation Optimizing lactic acid production for bioplastics ▪ Challenge Boosting production while conserving natural resources. ▪ Strategic Customer Partnership OMZ in Tianjin, China, produces process equipment used in lactic acid production, which is essential for bioplastics. ▪ Advance
Slide 13: GF Building Flow Solutions – moving water
Investor presentation GF Building Flow Solutions – moving water Key Figures 20231 Segments Sales: 1’221 million EUR EBIT margin (comparable): 12.3% 3’687 employees H&C Heating & Cooling H&C Wastewater Special applications Water Supply Water Controls systems Sales by segment1,2 Sales by region1 1% Ro
Slide 15: Energy efficiency & comfort for high-rise buildings
Investor presentation Energy efficiency & comfort for high-rise buildings ▪ Challenge Addressing diverse heating and cooling needs in high-rise buildings. ▪ Strategic Customer Partnership Bild Collaboration with gsp Städtebau Berlin and Magnus Kaminiarz & Cie. Architektur for building automation. Up
Slide 16: GF Casting Solutions – driving sustainable mobility
Investor presentation GF Casting Solutions – driving sustainable mobility Key Figures 2023 Segments Sales: 910 million CHF EBIT margin: 7.0% ROIC: 17.6% 3’792 employees Light vehicle Off Highway & Trucks Industrial Applications Aerospace Energy Sales by segment Sales by region 11% Aerospace / Energy
Slide 18: Paradigm shift in automotive manufacturing
Investor presentation Paradigm shift in automotive manufacturing ▪ Challenge Reducing vehicle weight is critical for energy efficiency and simplification is essential for efficiency. ▪ Advanced Solution Mega/Giga castings: Integrated big castings replace up to 1,800 welding dots and 72 single compon
Slide 19: GF Machining Solutions – precision and efficiency
Investor presentation GF Machining Solutions – precision and efficiency Key Figures 2023 Segments Sales: 907 million CHF EBIT margin: 6.8% ROIC: 22.9% 3’377 employees ICT Aerospace Medical Consumer Packaging New Energy Automotive Goods Vehicles Sales by segment Sales by region 4% RoW Customers 30% C
Slide 21: High performance solutions for aerospace and energy industry
Investor presentation High performance solutions for aerospace and energy industry ▪ Challenge Achieving net zero by 2050 demands investments in energy-efficient engine and fuel technologies. ▪ Advanced Solution GF’s CUT S 400 tackles fir-tree disk manufacturing with new superalloys. ▪ Strategic Par
Slide 22: Becoming better every day – since 1802
Investor presentation Becoming better every day – since 1802 © GF v3.0 22 Munich, September 24, 2024 | Mads Joergensen, CFO
Slide 23: Disclaimer
Investor presentation Disclaimer This publication constitutes neither an offer to sell nor a solicitation to buy securities of Georg Fischer AG or of any other company and it does not constitute a prospectus or similar notice within the meaning of articles 35 et seqq. or 69 of the Swiss Financial Se

Georg Fischer — Baader Investment Conference Munich 2024 on 6ix

Georg Fischer — Baader Investment Conference Munich 2024

Slide 1: Investor presentation

Slide 2: Pioneering industrial technology

Slide 3: GF Corporation in brief

Slide 4: An industrial technology company structured in four Divisions

Slide 5: Establishing leadership in Water and Flow Solutions through a comprehensive global portfolio

Slide 6: GFs growth opportunities are supported by global long-term trends

Slide 7: Global presence with local excellence

Slide 8: Key financial figures – Three years view

Slide 9: Leading the way in corporate sustainability

Slide 10: GF Piping Systems – leading flow solutions provider

Slide 11: Lacid case

Slide 12: Optimizing lactic acid production for bioplastics

Slide 13: GF Building Flow Solutions – moving water

Slide 14: © GF v3.0

Slide 15: Energy efficiency & comfort for high-rise buildings

Slide 16: GF Casting Solutions – driving sustainable mobility

Slide 17: © GF v3.0

Slide 18: Paradigm shift in automotive manufacturing

Slide 19: GF Machining Solutions – precision and efficiency

Slide 20: © GF v3.0

Slide 21: High performance solutions for aerospace and energy industry

Slide 22: Becoming better every day – since 1802

Slide 23: Disclaimer