Vaisala Oyj Class A · OMXHEX:VAIAS

Vaisala Oyj Class A — Investor Day (June 2015)

37 slides from Vaisala Oyj Class A's investor day presentation, Jun 11, 2015

  1. Slide 1: Observations for a Better World

    Capital Markets Day June 11, 2015 Observations for a Better World Vaisala’s Capital Markets Day, June 11, 2015 Agenda 12:00 Welcome and introductions 12:15 Weather and Energy 13:00 Break 13:15 Controlled Environment 14:00 Vaisala’s strategy 14:30 Introduction to Vaisala’s products Page © Vaisala Jun

  2. Slide 2: Vaisala Group

    Capital Markets Day June 11, 2015 Vaisala Group June 11, 2015 Markets We Serve Page © Vaisala June 11, 2015 Capital Markets Day 2

  3. Slide 3: Uncertainty, The Enemy of Renewables

    Capital Markets Day June 11, 2015 Uncertainty, The Enemy of Renewables Page © Vaisala June 11, 2015 Capital Markets Day Taking the Guesswork Out of Deicing Page © Vaisala June 11, 2015 Capital Markets Day 3

  4. Slide 4: Efficiency in Power Transmission; Finding Water on Mars

    Capital Markets Day June 11, 2015 Efficiency in Power Transmission Page © Vaisala June 11, 2015 Capital Markets Day Finding Water on Mars Page © Vaisala June 11, 2015 Capital Markets Day 4

  5. Slide 5: Vaisala Business Structure

    Capital Markets Day June 11, 2015 Vaisala Business Structure June 11, 2015 Business Structure Page © Vaisala June 11, 2015 Capital Markets Day 5

  6. Slide 6: Weather

    Capital Markets Day June 11, 2015 Weather Contents Business Scope Growth Strategy Conclusions Page © Vaisala June 11, 2015 Capital Markets Day 6

  7. Slide 7: Weather Business

    Capital Markets Day June 11, 2015 Contents Business Scope Growth Strategy Conclusions Page © Vaisala June 11, 2015 Capital Markets Day Weather Business Our Markets Mega Trends Impacting the Markets Weather Observation solutions Page © Vaisala June 11, 2015 Capital Markets Day 7

  8. Slide 8: Global market sizes and growth 2015

    Capital Markets Day June 11, 2015 Global market sizes and growth 2015 Market share indication: Meteorology Infrastructure Transportation Energy Low <10% Mid 10–25% in MEUR High >25% Market size* 475 300 260 Market growth p.a. 0% 3% >10% Vaisala market share 2015* Mid High Low * Vaisala estimate of t

  9. Slide 9: Weather Business Scope

    Capital Markets Day June 11, 2015 Weather Business Scope Page © Vaisala June 11, 2015 Capital Markets Day Broad & in Vaisala Reliable WeatherWeather Offering High mix, low volume business  Observation Instruments  Measurement Systems  Decision Support Solutions  Project & Maintenance Services Pa

  10. Slide 10: Weather Business Area Strategic Goal

    Capital Markets Day June 11, 2015 Contents Business Scope Growth Strategy Conclusions Page © Vaisala June 11, 2015 Capital Markets Day Weather Business Area Strategic Goal Growth through renewed offering and information services  Customers view us as the leader in reliability  Investment into soft

  11. Slide 11: Weather Business Area: Industrial Internet and Weather Business

    Capital Markets Day June 11, 2015 Weather Business Area Weather Business  Serving weather impacted customers’ needs with comprehensive offering  Flexible use of business and delivery models to match each customer’s need Customers  Meteorology infrastructure, Transportation and Energy  Global del

  12. Slide 12: Industrial Internet and Weather Business; CheckTime Solution for Airlines

    Capital Markets Day June 11, 2015 Industrial Internet and Weather Business Sensor & weather Network management Information for stations networks and automation decision making  Connectivity  Analytics for Data Quality  Unique models  Data Collection  Network and Maintenance  Decision making to

  13. Slide 13: CheckTime Solution Benefits

    Capital Markets Day June 11, 2015 CheckTime Solution Benefits Savings on reduced anti-icing fluid use. Savings by using diluted fluids whenever feasible. Savings on environmental fees due less fluids used. Safety improvements especially in heavy snow conditions. Page © Vaisala June 11, 2015 Capi

  14. Slide 14: Energy Market Update

    Capital Markets Day June 11, 2015 Energy Market Update Onshore wind PV Solar  Utility scale major plants  Panel prices decreasing, easy deployments  Top 10 countries form ~85% of market  Rooftop solar expected to grow faster than  Increasing focus on asset optimization utility-scale Global on-s

  15. Slide 15: Installed Wind Capacity 2014; Development of Wind Energy 2015

    Capital Markets Day June 11, 2015 Installed Wind Capacity 2014 China  Installed wind 2% United States 15% capacity dominated 2% Germany 31% Spain by China, US and 2% India Germany 3% Canada 3% 6% France Italy 7% United Kingdom 18% 11% Brazil Rest of world Page © Vaisala June 11, 2015 Capital Market

  16. Slide 16: Energy Business Unit

    Capital Markets Day June 11, 2015 Energy Business Unit  Use our knowledge in weather to manage risk and increase ROI of renewable energy and transmission  The recognized leader to manage weather related risks in the energy industry Page © Vaisala June 11, 2015 Capital Markets Day Business Focus On

  17. Slide 17: Widest Weather Offering Portfolio

    Capital Markets Day June 11, 2015 Widest Weather Offering Portfolio Lightning sensors Weather Energy assessment Energy forecasting and data observations services services Page © Vaisala June 11, 2015 Capital Markets Day Markets and Offering MARKET OFFERING Renewables Renewables Development Operation

  18. Slide 18: Business Progress

    Capital Markets Day June 11, 2015 Business Progress Acquisition and integration •Vaisala •SecondWind •3Tier New products and services, e.g. •Wind and solar data collection and management •Validation of wind energy assessment •Thunderstorm visualization and alerts software Geographical expansion Key

  19. Slide 19: Case Examples

    Capital Markets Day June 11, 2015 Case Example:  Background:  SunEdison Inc. (TerraForm Power Inc.) $2.4 billion purchase of First Wind Holdings Inc. in late 2014  521 MW of active wind and solar power plants  More than 8 GW of total pipeline, backlog, and leads.  Vaisala:  Wind energy analysi

  20. Slide 20: Case Example and Way Forward

    Capital Markets Day June 11, 2015 Case Example:  Background  Wind farms built in windy but complex (mountainous) terrain make energy forecasting challenging  U.S. Department of Energy is investing $2.5 million in its Wind Forecasting Improvement Project (WFIP)  Makes wind development more viable

  21. Slide 21: Weather Business Area Strategic Goal

    Capital Markets Day June 11, 2015 Contents Business Scope Growth Strategy Conclusions Page © Vaisala June 11, 2015 Capital Markets Day Weather Business Area Strategic Goal Growth through renewed offering and information services  Customers view us as the leader in reliability  Investment into soft

  22. Slide 22: Controlled Environment

    Capital Markets Day June 11, 2015 Controlled Environment Contents Business Scope Growth Strategy Conclusions Page © Vaisala June 11, 2015 Capital Markets Day 22

  23. Slide 23: Controlled Environment

    Capital Markets Day June 11, 2015 Contents Business Scope Growth Strategy Conclusions Page © Vaisala June 11, 2015 Capital Markets Day Controlled Environment Our Markets Mega Trends Impacting the Markets Industrial measurement solutions Page © Vaisala June 11, 2015 Capital Markets Day 23

  24. Slide 24: Examples of Industries We Serve; Global Market Sizes and Growth 2015

    Capital Markets Day June 11, 2015 Examples of Industries We Serve  Power Transmission  Life Sciences  Industrial Drying (e.g. paper)  Electronics  Building Automation, e.g demand controlled ventilation  Automotive Industry  Agriculture and Food Industry Page © Vaisala June 11, 2015 Capital Ma

  25. Slide 25: We Help Our Customers to Improve

    Capital Markets Day June 11, 2015 We Help Our Customers to Improve  Product quality  Productivity  Energy efficiency  Maintenance activities  Regulatory compliance Page © Vaisala June 11, 2015 Capital Markets Day Industrial Transmitters OEM Modules Handhelds Continuous Monitoring Systems HVAC S

  26. Slide 26: Industry Cases: Power Transmission

    Capital Markets Day June 11, 2015 Industry Cases Power Transmission We measure moisture, temperature and hydrogen gas in transformer oil. Early indication about the possible faults in high voltage transformers. Improves the efficiency of customers’ operations, generates cost savings. Page © Vaisala

  27. Slide 27: Near Catastrophe in NY Due to Failure in Power Transformer; Life Sciences

    Capital Markets Day June 11, 2015 Near Catastrophe in NY Due to Failure in Power Transformer  No information on what caused the transformer failure.  Impacts can be tremendous  Electricity supply  Health and environment  Costs of a shutdown  Vaisala transformer oil monitoring solutions monitor

  28. Slide 28: Building Automation

    Capital Markets Day June 11, 2015 Building Automation Our products are used to optimize ventilation e.g. in office buildings, hospitals, data centers or factories. Considerable cost savings through improved efficiency of heating, ventilation and air conditioning. Page © Vaisala June 11, 2015 Capital

  29. Slide 29: Understanding Our Customers' Needs

    Capital Markets Day June 11, 2015 Growth through Product Leadership  Understanding our customers’ needs  Achieving #1 position in selected markets  Continuously creating winning products Page © Vaisala June 11, 2015 Capital Markets Day Understanding Our Customers’ Needs Growth Markets  Strong gr

  30. Slide 30: Achieving #1 Position in Selected Markets; Creating Winning Products

    Capital Markets Day June 11, 2015 Achieving # 1 Position in Selected Markets New Innovative Offering  Life Science and Power Transmission offering  High-end humidity and carbon dioxide offering Application Expertise  Strong in-house expertise in industry demands, such as Life Science specific reg

  31. Slide 31: Conclusions

    Capital Markets Day June 11, 2015 Contents Business Scope Growth Strategy Conclusions Page © Vaisala June 11, 2015 Capital Markets Day Conclusions  Controlled Environment helps customers to improve operational quality and productivity and to gain energy savings  Controlled Environment continues to

  32. Slide 32: Vaisala's Strategy

    Capital Markets Day June 11, 2015 Vaisala’s Strategy President and CEO, Kjell Forsén June 11, 2015 Vaisala Markets Global market sizes and growth in 2015 Meteorology Power Infrastructure Transportation Energy Instruments Transmission Life Science In MEUR Market size* 475 300 260 400 150 230 Market g

  33. Slide 33: Research and Development

    Capital Markets Day June 11, 2015 Page © Vaisala June 11, 2015 Capital Markets Day Research and Development  Research and development activities are a 36.0 prerequisite for Vaisala's success. We invest 32.0 34.0 in R&D over 10% of annual net sales. 28.0 31.4 28.0 28.0 28.9  High reliability and pe

  34. Slide 34: R&D Investment Portfolio

    Capital Markets Day June 11, 2015 R&D Investment Portfolio R&D Costs We have a balanced portfolio for maintenance, renewal and growth Product New modernization technology • Large product portfolio that and and growth repositioning utilizes a wide range of different technologies Maintenance Page © Va

  35. Slide 35: Vaisala's Long-term Targets

    Capital Markets Day June 11, 2015 Vaisala’s Long-term Targets Our objective is profitable growth with an average annual growth of 5% In selected growth businesses such as renewable energy, life science and power transmission the target is to exceed 10% annual growth and to achieve 15% operating prof

  36. Slide 36: Tsunami Detection Network in Chile; Cooperation Project in Nepal

    Capital Markets Day June 11, 2015 Tsunami Detection Network in Chile Page © Vaisala June 11, 2015 Capital Markets Day Cooperation Project in Nepal Page © Vaisala June 11, 2015 Capital Markets Day 36

  37. Slide 37: World's Best Children's Hospital

    Capital Markets Day June 11, 2015 World’s Best Children’s Hospital Page © Vaisala June 11, 2015 Capital Markets Day 37

Vaisala — Investor Day (June 2015) on 6ix