Norsk Hydro Asa · OSL:NHY
Norsk Hydro Asa — Nordea Automotive presentation (September 2021)
8 slides from Norsk Hydro Asa's conference presentation, Sep 15, 2021
Slide 1: Pål Kildemo, CFO, 15 September 2021
Pål Kildemo, CFO 15 September 2021
Slide 2: Aluminium intensity of vehicle types EV vs. ICE
Aluminium intesnsity of vehicle types EV vs. ICE Kg per unit Percentage of total lightweight vehicle sales (%) • Cars are aluminium intensive products – especially BEV are focusing on • The share of BEV of total vehicles expected to increase over the next light-weightening decades, driven by global
Slide 3: The Hydro Way
Hydro Bauxite & Alumina Hydro Energy Hydro Aluminium Metal Hydro Extrusions Safe, compliant and efficient operations – The Hydro Way
Slide 4: Hydro Extrusions: unrivalled position with four distinct business units
Unrivalled position Four distinct Business Units, all with strong segment presence Extrusion sales volume 2020: k tonnes Total volume 2020: 1.1 mill tonnes Building 7% Systems Distribution 13% 1 500 Precision 10% Tubing Automotive 16% 1 000 Extrusion Transport Europe 41% 18% 500 Industrial & HVACR1)
Slide 5: Automotive an attractive segment: examples of strategic positioning
Background Examples of strategic positioning • Trend towards lighter cars Extrusion North America and more environmentally • Improvements in capability and capacity with Cressona & Automotive friendly solutions Phoenix, both high performance press investments an attractive segment • Attractive margi
Slide 6: Substituting copper cables with high-voltage aluminium charging cables
Substituting current copper cables with High-Voltage aluminium charging cables Current copper solution Substitution New aluminium solution • Copper replaced with aluminium • Currently delivering straight busbars to some car models • Deliveries will also cover bending services and the full range of m
Slide 7: Extrusion demand growth forecasts: Europe and North America
Europe North America (YoY growth) (YoY growth) 40% Full year Full year 32% forecasts 50% forecasts 40% 30% 40% 20% 8% 30% 13% 10% 10% 20% 9% 11% 0% 10% 6% 5% -1% -2% 0% -10% -9% -7% -10% -20% -9% -9% -20% -11% -30% -23% -30% -29% -40% Q1 Q2 Q3 Q4 Q1 Q2 Q3 2020 2021 -40% 2020 2020 2020 2020 2021 2021
Slide 8: Hydro: Industries that matter
Hydro Industries that matter
Norsk Hydro — Nordea Automotive presentation (September 2021) on 6ix