Chart Industries, Inc. · NYSE:GTLS
Chart Industries — Morgan Stanley Investor Presentation September 2013
12 slides from Chart Industries's conference presentation, Sep 23, 2013
Slide 1: Morgan Stanley Investor Presentation September 2013
MORGAN STANLEY INVESTOR PRESENTATION SEPTEMBER 2013 CHART INDUSTRIES, INC.
Slide 2: Disclosure: Forward-Looking Statements
Disclosure Forward-Looking Statements: This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. The use of words such as “may”, “might”, “should”, “will”, “expect”, “plan”, “anticipate”, “believe”, “estimate”, “project”, “for
Slide 3: Company Overview
GTLS: GAS TO LIQUID SYSTEMS Technology leader that provides high-end equipment to the energy industry, which is the largest end-user of Chart’s products One of the leading suppliers in all primary markets served Global footprint for our operations on four continents with approximately 5,000 em
Slide 4: Energy & Chemicals (E&C) Overview
GTLS: GAS TO LIQUID SYSTEMS Europe <1% Energy & Chemicals (E&C) Overview Heat Exchanger Cold Box Production Brazed Aluminium Heat Exchangers 45% Cold Boxes and LNG VIP 34% FY 2012 Sales by Product / Region Highlights Technology leader – providing heat exchangers and cold boxes critical to LNG, Ole
Slide 5: Distribution & Storage (D&S) Overview
GTLS: GAS TO LIQUID SYSTEMS Distribution & Storage (D&S) Overview FY 2012 Sales by Product / Region Highlights Balanced customer base – 47% of segment sales derived from products used in energy applications Strategic footprint – manufacturing located near growing end markets and in lower-cost co
Slide 6: BioMedical Overview
GTLS: GAS TO LIQUID SYSTEMS BioMedical Overview FY 2012 Sales by Product / Region Highlights Increase in oxygen respiratory therapy expected, once Medicare competitive bidding process is completed and European economic concerns ease Biomedical research expected to increase, led by international
Slide 7: Global Manufacturing & Distribution Platform
GTLS: GAS TO LIQUID SYSTEMS Global Manufacturing & Distribution Platform Operating leverage provides the flexibility to expand and reduce capacity as needed Major manufacturing locations include: • North America - Georgia and Minnesota for D&S and BioMedical; also New York for BioMedical; Wiscon
Slide 8: Benefits of Using Natural Gas
GTLS: GAS TO LIQUID SYSTEMS Benefits of Using Natural Gas ECONOMICS EMISSIONS ENERGY INDEPENDENCE Crude oil / natural gas spread continues to be significant in U.S. Lower expected power costs for gas fired combined cycle plants The cleanest fossil fuel About ½ of CO2 emissions vs. coal Pow
Slide 9: LNG Opportunities
GTLS: GAS TO LIQUID SYSTEMS LNG Opportunities Drill rig Pressure pumping Truck Mining Marine Locomotives Other high fuel use industrial applications LNG Fuel use predicted to increase, particularly in high fuel consumption applications: 8 LNG fuel supply and infrastructure expected to
Slide 10: LNG Value Chain
GTLS: GAS TO LIQUID SYSTEMS LNG Value Chain Uniquely positioned to address the entire LNG Value Chain – liquefaction, distribution, storage and end-use – Chart brings many years of experience in LNG solutions to our customers, facilitating the use of a clean-burning, safe fuel alternative to diesel
Slide 11: Historical Orders and Backlog
GTLS: GAS TO LIQUID SYSTEMS Historical Orders and Backlog Quarter-end Backlog ($MM) 10 Quarterly Orders ($MM) 0 100 200 300 400 500 600 700 E&C D&S BioMed 0 100 200 300 400 500 600 700 D&S E&C BioMed Q2 2012 Q4 2011 Q2 2011 Q4 2010 Q2 2010 Q4 2009 Q4 2012 Q2 2013 Q2 2009 Q2 2012 Q4 2011 Q2 2011 Q4 2
Slide 12: Summary of Investment Highlights
GTLS: GAS TO LIQUID SYSTEMS Very Stable Business Model • Attractive industry with long-term customer relationships • Solid platform with worldwide presence and leading industry positions in all segments Summary of Investment Highlights 11 Strong Balance Sheet • Strong organic earnings should provide
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