Komax Holding AG · SIX:KOMN
Komax — Baader Helvea Swiss Equities Conference 2017
16 slides from Komax's conference presentation, Jan 12, 2017
Slide 1: Global market leader with strong innovative drive
THE WAY TO MAKE IT Global market leader with strong innovative drive Baader Helvea – Swiss Equities Conference 2017 Komax Group – in a nutshell THE WAY TO MAKE IT Founded in 1975 Global presence Focus on growth markets: Leading manufacturer of innovative and high-quality solutions for the automation
Slide 2: Proportion of time spent per cable harness
Proportion of time spent per cable harness THE WAY TO MAKE IT Routing / Routing 28% Taping Clips assy, seals 9% Testing 9% Taping 25% Taping Packaging 9% Cutting, Crimping, Block loading 20% Measuring Cutting Block Stripping loading 12 January 2017 / Baader Helvea – Swiss Equities Conference / 3 Cri
Slide 3: Megatrends support Komax's business
Megatrends support Komax’s business THE WAY TO MAKE IT Safety Affordable vehicles From accident protection to accident Increase in cost efficiency through avoidance platform strategies Environmental awareness / Integrated automobile climate change Integrated information systems manage Emission-free
Slide 4: Key strategic priorities: Solutions along the value chain
Key strategic priorities THE WAY TO MAKE IT Solutions along the Innovative production Increase in global Development of non- value chain concepts reach automotive markets 12 January 2017 / Baader Helvea – Swiss Equities Conference / 7 Solutions along the value chain THE WAY TO MAKE IT Time requireme
Slide 5: The added-value chain has further potential
The added-value chain has further potential THE WAY TO MAKE IT Time spent in producing cable harnesses Plug / housing Cable protection sleeves Clips Assembly fixtures Taping Signal lines Adhesive tape Routing Special circuits 12 January 2017 / Baader Helvea – Swiss Equities Conference / 9 Key strate
Slide 6: Special circuit solutions
Special circuit solutions THE WAY TO MAKE IT Antennae Infotainment Data transmission / E-mobility sensors / airbags 12 January 2017 / Baader Helvea – Swiss Equities Conference / 11 Just the thing for every production volume THE WAY TO MAKE IT Lambda 8 Investment Lambda 2 Lambda 7 Lambda 6 Lambda 4 P
Slide 7: Global production: vehicles and harnesses
Key strategic priorities THE WAY TO MAKE IT Solutions along the Innovative production Increase in global Development of non- value chain concepts reach automotive markets 12 January 2017 / Baader Helvea – Swiss Equities Conference / 13 Global production: vehicles and harnesses THE WAY TO MAKE IT Veh
Slide 8: Unique global presence: Komax is close to its customers
Geographic markets THE WAY TO MAKE IT Nettoverkaufserlös (in CHF Mio.) 11% 300 20% 45% 200 100 24% 0 Europe 2009 2010 Asia North/South America ~ 20 Crimp to crimp machines Africa ~ 20 Other machines 12 January 2017 / Baader Helvea – Swiss Equities Conference / 15 Unique global presence: Komax is clo
Slide 9: Development of non-automotive markets
Key strategic priorities THE WAY TO MAKE IT Solutions along the Innovative production Increase in global Development of non- value chain concepts reach automotive markets 12 January 2017 / Baader Helvea – Swiss Equities Conference / 17 Development of non-automotive markets THE WAY TO MAKE IT Aerospa
Slide 10: Close cooperation with the best partners
Aerospace laser technology for the automotive industry THE WAY TO MAKE IT Cutting challenging Cutting sensitive cable insulation aluminium foil 12 January 2017 / Baader Helvea – Swiss Equities Conference / 19 Close cooperation with the best partners THE WAY TO MAKE IT Komax is a universal contact pa
Slide 11: Komax has changed… to market segment oriented
Komax has changed… THE WAY TO MAKE IT From product-oriented… 12 January 2017 / Baader Helvea – Swiss Equities Conference / 21 Komax has changed… THE WAY TO MAKE IT … to market segment oriented 12 January 2017 / Baader Helvea – Swiss Equities Conference / 22
Slide 12: Komax has changed… to integrated solutions
Komax has changed… THE WAY TO MAKE IT From stand-alone machines… 12 January 2017 / Baader Helvea – Swiss Equities Conference / 23 Komax has changed… THE WAY TO MAKE IT … to integrated solutions Photography Virtual wiring Cutting list Work instructions for wiring Automatic download to cutting machine
Slide 13: Komax has changed… to services
Komax has changed… THE WAY TO MAKE IT From capital goods… 12 January 2017 / Baader Helvea – Swiss Equities Conference / 25 Komax has changed… THE WAY TO MAKE IT … to services 12 January 2017 / Baader Helvea – Swiss Equities Conference / 26
Slide 14: Continuous strengthening of market position through acquisitions
Continuous strengthening of market position through targeted complementary acquisitions THE WAY TO MAKE IT Acquisitions Expansion of range of products and solutions 2012 TSK Gruppe Testing systems for wire harnesses MCM Cosmic Automatic stripping equipment for the entry-level segment and for the pro
Slide 15: 2017–2021: Ambitious targets, attractive dividend policy
2017–2021: Ambitious targets, attractive dividend policy THE WAY TO MAKE IT 2021 2021 2017–2021 2017–2021 CHF CHF 500–600 80–100 Avg. 25% 50–60% million million of EAT Revenues EBIT RONCE Payout 12 January 2017 / Baader Helvea – Swiss Equities Conference / 29 Contact / financial calendar THE WAY TO
Slide 16: Forward-looking statements
Forward-looking statements THE WAY TO MAKE IT This presentation contains forward-looking statements in relation to Komax, which are based on current assumptions and expectations. Unforeseeable events and developments could cause actual results to differ materially from those anticipated. Examples in
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