Georg Fischer Ag · SIX:GF
Georg Fischer — Investor Day (September 2022)
27 slides from Georg Fischer's investor day presentation, Sep 27, 2022
Slide 1: Advancing energy-efficient and clean manufacturing
Innovative solutions for tomorrow GF Machining Solutions Advancing energy-efficient and clean manufacturing © GF v3.0
Slide 2: Global machine tool market is back to growth
Global machine tool market is back to growth Source: Cecimo Global Machine Tool Consumption Forecast 2016-2025e in EUR billion © GF v3.0 2 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Ivan Filisetti
Slide 3: Our comprehensive technologies …
Our comprehensive technologies … AgieCharmilles Mikron Mill Microlution Wire-cutting, die-sinking and hole-drilling EDM solutions High-speed, high-performance and high-efficiency Milling Specialized in femtosecond Laser for hole-drilling and and Laser texturing technologies micro-cutting in a wide r
Slide 4: … benefit our key segments
… benefit our key segments Aerospace and Energy Automotive ICT & Electronics Medical Packaging Engine components Motor, batteries Connectors, optical Consumables Food & beverage Applications Aero structures, (electric, hybrid cars) systems, Instruments Cosmetics equipment systems L
Slide 5: For the promising Aerospace sector, e.g. in China …
For the promising Aerospace sector, e.g. in China … Source: COMAC, China Investment Industry Research Institute, Georg Fischer estimates More than 9'080 aircrafts needed Some aero-engine models gradually put Lunar exploration & research station by over the next 20 years into serial production 2035 C
Slide 6: … we help improve fuel efficiency
… we help improve fuel efficiency Objective: Higher fuel efficiency Higher temperatures E.g. Aero engine EDM Liechti ML Inconel blisks milling Micro drilling Seal slot* + CUT 200 Dedicated Lightweight design AM AM EDM Combustor components Turbine rear vane CUT AM © GF v3.0 6 Schaffhausen, 27 Septemb
Slide 7: For the changing Automotive industry …
For the changing Automotive industry … Source: CWIEME Global, IHS Markit, Georg Fischer estimates ~22 million electric motors produced in 2021 More electronics and optics for intelligent and Upgraded "traditional" components such as for hybrid / electric vehicles autonomous driving central consoles,
Slide 8: … we support E-mobility with our very high precision
… we support E-mobility with our very high precision GF Machining Solutions Larger size and higher precision Objective: CUT X Wire EDM Improved motor efficiency E.g. Electric vehicles motors WEDM Progressive stamping tool – fine stamping Source: EuroGroup Laminations / Corrada for stacked lamination
Slide 9: For the highly innovative global Medical market …
For the highly innovative global Medical market … Source: MedTech Europe, Georg Fischer estimates More than 38'000 patents Next product generation Innovative manufacturing Large and growing in 2020 for medical technology every 18 to 24 months on technologies including segments – E.g. worldwide avera
Slide 10: … we enable cleaner and repeatable manufacturing
… we enable cleaner and repeatable manufacturing Objective: Clean and repeatable manufacturing Digital process with no surface residue E.g. Hip implant with functional surfaces (osseo-integration and anti-bacterial) Laser replacing sand blasting + chemical etching + cleaning Full traceability Key ma
Slide 11: Automation is key for all applications
Automation is key for all applications Maximize productive time, keep stable processes Availability of skilled labor © GF v3.0 11 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Ivan Filisetti
Slide 12: GFMS has a unique and forward looking offering
GFMS has a unique and forward looking offering From machine… …to cell… …to factory automation © GF v3.0 12 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Ivan Filisetti
Slide 13: GF Machining Solutions showcase
GF Machining Solutions showcase High accuracy – automated processes The factory of the future for a better productivity Andrea Fritzsch Head of Marketing, Communication and Business Development © GF v3.0 13 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Ivan Filisetti
Slide 14: A micron in the factory of the future
A micron in the factory of the future Andrea Fritzsch © GF v3.0 14 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
Slide 15: What is this?
What is this? © GF v3.0 15 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
Slide 16: Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
© GF v3.0 16 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
Slide 17: Processing Power x 100.000
Processing Power x 100.000 © GF v3.0 17 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
Slide 18: Increased precision for medical applications
Increased precision for medical applications © GF v3.0 18 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
Slide 19: Dedicated Experts, High-End Machines, Controlled Environment
Some customers already reach this 1. Dedicated Experts level of precision with: 2. High-End Machines 3. Controlled Environment © GF v3.0 19 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
Slide 20: Competition
Competition © GF v3.0 20 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
Slide 21: How do we solve these challenges?
How do we solve these challenges? © GF v3.0 21 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
Slide 22: How do we solve these challenges?
How do we solve these challenges? © GF v3.0 22 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
Slide 23: How do we solve these challenges?
How do we solve these Customer video challenges? Customer vid © GF v3.0 23 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
Slide 24: Factory of future
Factory of future © GF v3.0 24 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
Slide 25: Automation in the factory of the future
Automation in the factory of the future © GF v3.0 25 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
Slide 26: Thank you!
Thank you! © GF v3.0 26 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Andrea Fritzsch
Slide 27: Disclaimer
Disclaimer This document is for presentation purposes only and should not be construed as an offer, invitation or solicitation to subscribe for, purchase or sell any investment. Neither it nor anything it contains shall form the basis of any contract whatsoever. Opinions expressed herein reflect the