Georg Fischer Ag · SIX:GF

Georg Fischer — Investor Day (November 2025)

10 slides from Georg Fischer's investor day presentation, Nov 4, 2025

  1. Slide 1: Empowering NextGen Data Centers

    Schaffhausen, 4 November 2025 Empowering NextGen Data Centers Charles Freda, Head Data Centers © GF v3.3

  2. Slide 2: AI growth is straining the grid – and cooling is now mission-critical infrastructure

    Data Center Expert Session AI growth is straining the grid – and cooling is now mission-critical infrastructure Exterior area Gray space White space AI workloads are causing data center electricity demand to grow 25% annually and is expected to triple by 2030 in the U.S. alone. Generative AI could d

  3. Slide 3: Incumbent materials are buckling – and polymers are in demand

    Data Center Expert Session Incumbent materials are buckling – and polymers are in demand Traditional GF Polymer Key Insights Operators are Materials Systems ▪ In 2023–25, cooling system leaks and replacing piping Corrosion & leaks corrosion-related failures led to multi- Zero corrosion, million-doll

  4. Slide 4: Liquid cooling system components, lightweight clean polymers

    Data Center Expert Session Liquid cooling system components, lightweight clean polymers FWS Technology Cooling System (TCS) IT Equipment 1 8 2 3 4 5 6 7 Facility Coolant Universal Quick Cold Water System Distribution Unit (CDU) Distribution lines Large Quick Connector Hose Rack manifolds Disconnect

  5. Slide 5: We enable chip manufacturing with ultrapure products, now we cool “semi-pure” chips with them

    Data Center Expert Session We enable chip manufacturing with ultrapure products, now we cool “semi-pure” chips with them Will replace with a GF version, waiting on pic UPW Filtration Skid for a Chip Fab Cutaway of a Corroded Cold Plate The SEMI F63 Standard dictates that the critical particle The da

  6. Slide 6: Current and future coolants favor polymers for corrosion-free operation, and downtime isn’t an option

    Data Center Expert Session Current and future coolants favor polymers for corrosion-free operation, and downtime isn’t an option Current Coolant Testing in Schaffhausen 25% Propylene Glycol (PG25) is the dominant coolant today as it is inherently a biocide, inhibits corrosion and is safe to handle.

  7. Slide 7: Processors require clean and stable heat rejection via their cold plates, or the various costs are enormous

    Data Center Expert Session Processors require clean and stable heat rejection via their cold plates, or the various costs are enormous Fouled cold plate channels cause the processor to overheat in seconds. Each GB200 “Superchip” costs up to $70,000. There are 72 GPU “Superchips” in a NVL72 rack plus

  8. Slide 8: GF Engineering infrastructure certainty, repeatably

    Data Center Expert Session GF Engineering infrastructure certainty, repeatably Data centers are now modular, prefabricated builds — various bodies estimate 60–80% of new DC components will be factory-assembled by 2030. Engineering hubs across the globe for sunup to sundown client access Global key a

  9. Slide 9: From equipment yard to rack: GF is already building the next layer

    Data Center Expert Session From equipment yard to rack: GF is already building the next layer Complete solution Technology Cooling System (TCS) 1 is the cooling inside the rack – 6 2 where AI heat is most intense Technology cooling ▪ Rack power density is surpassing 50–120 kW due to AI chips — air c

  10. Slide 10: Q&A

    Q&A © GF v3.3 10 4 November 2025 | Capital Markets Day

Georg Fischer — Investor Day (November 2025) on 6ix