Chart Industries, Inc. · NYSE:GTLS
Chart Industries — Investor Presentation (June 2011)
16 slides from Chart Industries's investor presentation, Jun 1, 2011
Slide 1: Chart 2011 Investment Highlights
Exhibit 99.1 Chart 2011 Investment Highlights
Slide 2: Disclosure
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
Company Overview Chart Industries is a leading provider of highly engineered cryogenic equipment for the hydrocarbon, industrial gas, and biomedical markets. Technology leader - energy industry is the largest end-user of Chart’s products Leading position - #1 or #2 in all primary markets served Glob
Slide 4: Energy & Chemicals (E&C) Segment Overview
Energy & Chemicals (E&C) Segment Overview Selected Products 2010 Sales by Product / Region Production Heat Exchanger Highlights Technology leader - providing heat exchangers and cold boxes critical to LNG, Olefin petrochemicals, natural gas processing and industrial gas markets – Separation, liquefa
Slide 5: Distribution & Storage (D&S) Segment Overview
Distribution & Storage (D&S) Segment Overview Selected Products 2010 Sales by Product / Region Storage Highlights Balanced customer base - 45% of segment sales derived from products used in energy applications Strategic footprint – manufacturing located near growing end markets and lower-cost countr
Slide 6: BioMedical Segment Overview
BioMedical Segment Overview Selected Products 2010 Sales by Product / Region Respiratory Americas RoW End-Use Consumption 1% Therapy (Non-US) Biological Systems 5% Storage 65% Asia Systems 11% 35% U.S. 34% Stainless Steel Freezer Europe 49% Highlights Portable Oxygen Strong growth - increase in oxyg
Slide 7: Global Manufacturing and Distribution Platform
Global Manufacturing and Distribution Platform Manufacturing facilities are strategically located in lower-cost countries and near centers of demand Operating leverage provides the flexibility to expand and reduce capacity as needed with minimal capital expenditures Major manufacturing locations inc
Slide 8: Growth Opportunities
Growth Opportunities Energy & Chemicals Distribution & Storage Significant exposure to expected global Global relationships with major industrial gas energy demand growth, especially in companies and distributors emerging economies World demand for industrial gases is forecast to Small, mid and base
Slide 9: Global Natural Gas Production and Demand
Global Natural Gas Production and Demand Growing industry - Natural gas demand is expected to continue to grow at a pace faster than coal and oil, and will be heavily weighted towards emerging economies, which is expected to drive demand for Chart’s products. Natural gas expansion - U.S. natural gas
Slide 10: LNG Value Chain Opportunities
LNG Value Chain Opportunities Natural gas penetration – Increasing as a viable energy source and transportation fuel due to its high energy density, lower costs, cleaner emissions profile, and plentiful supply due to improved drilling technologies (e.g. shale gas) Broad product offering - Chart prov
Slide 11: China LNG Demand Outlook
China LNG Demand Outlook Dramatic increase in imported LNG in China has already begun and is expected to accelerate, with China aggressively investing in LNG infrastructure, including LNG transportation and storage equipment China’s twelfth 5-year plan (2011 - 2015) mandates an increase of gas as a
Slide 12: Acquisition Initiatives
Acquisition Initiatives Existing New Markets Markets Organic growth Internal market development Existing Products Consolidation Bolt-on Internal product development New Products New Platform Bolt-on Organic Inorganic Emerging Markets Acquisitions - China/Asia LNG - Nine acquisitions since 2005 Emerg
Slide 13: Strong Track Record of Successful Execution
Strong Track Record of Successful Execution During last growth cycle Company leveraged its flexible manufacturing platform resulting in operating income growth that outpaced sales Flexible cost structure and good execution allowed for aggressive response to economic downturn resulting in higher oper
Slide 14: Historical Orders and Backlog
Historical Orders and Backlog Orders Backlog 13
Slide 15: 2011 Outlook
2011 Outlook Global markets continue their recovery during 2011 with the return of significant project work in the E&C business and continued growth in LNG-related orders in the D&S business Recent contract awards in Saudi Arabia and Qatar totaling in excess of $110 million increase our optimism abo
Slide 16: Summary of Investment Highlights
Summary of Investment Highlights Chart continues to represent a unique investment opportunity to capitalize on global energy demand, growth in industrial gas use, and biomedical opportunities Positioned for continued significant growth – Substantial organic growth expected, especially across Asian m