Halma Plc · LSE:HLMA
Halma — Investor Day (April 2022)
33 slides from Halma's investor day presentation, Apr 7, 2022
Slide 1: Fortress, A Halma company
@ Fortress ‘THE QUEEN'S AWARDS FOR ENTERPRISE: INTERNATIONAL TRADE 2018 A Halma company
Slide 2: Welcome
Welcome Andrew Williams Group Chief Executive
Slide 3: Agenda
Agenda Now until c12.15 Introduction to Fortress Safety 12.15 – 1.45 Lunch 1.45 – 3.45 Breakout sessions (x4) 3.45 – 4.00 Conclusion
Slide 4: Introduction
Introduction Wendy McMillan Safety Sector Chief Executive
Slide 5: Safety Sector Snapshot
Safety Sector Snapshot We protect people and the places they work to grow a safer, cleaner, healthier future for everyone, every day ~45% of Group Strong Gross Margin 16 Companies Revenues and ROS >50% Digital/connected R&D 5.6% of revenue Low Capital Intensity revenues
Slide 6: Safety Sub-Sectors
Safety Sub-Sectors % Sales Fire People & Vehicle Flow Elevator Safety Industrial Access Control Pressure Management, Safe Storage & Transfer
Slide 7: Growth drivers
Growth drivers Population Automation Growth Regulation Urbanisation Ageing Climate Populations Change
Slide 8: Introducing Fortress
Introducing Fortress Jo Smith Managing Director & Steve Smith Finance Director
Slide 9: Welcome to Wolverhampton
Welcome to Wolverhampton FORTRESS
Slide 10: Welcome to Wolverhampton
Welcome to Wolverhampton FORTRESS
Slide 11: Welcome to Wolverhampton
Welcome to Wolverhampton FORTRESS
Slide 12: Fortress heritage
Fortress heritage PCEPECTOS IY LOC ks. *2 Pe) Ships” Lacks Lower Padlocks, Collapsible Manuf Sestis a Gate Locks, vutach LOWE & “FLETCHER, COMBINATION WORKS, WILLENHALL. FORTRESS
Slide 13: Innovation Timeline
Innovation Timeline 1975 1987 2017 1975 - 1987 1987 - 2016 2017 - 2022 Mechanical Electro-mechanical Connected / Digital
Slide 14: Why interlocks?
Why interlocks? FORTRESS AHalma company
Slide 15: What We Do
What We Do Saving lives by providing the best safety solutions Machine Control and Safe Access Solutions Permissions Machine Safety Fluid Power Safety Services
Slide 16: Market – Growth Drivers
Market – Growth Drivers Industrial Safety Market for Global Safety Regulations Interlocks £1.5Bn+ Automation & Digital Global Industrialisation Market 5 Year Sustainability CAGR 6%
Slide 17: Core Market Focus
Core Market Focus FORTRESS
Slide 18: Our Customers & Why Fortress?
Our Customers & Why Fortress? Safety Certified Customised Responsive Robust
Slide 19: Market – Our Customers
Market — Our Customers POSCO + ANSTEEL 2 CONCH e ) ag | Pane wl, TS clan mm. | paionnennconen ou (@hs UIXIL Seemex care aan SFE Fives swisslog ai". DAEUKU VANDERLANDE SOnsiBo7 Aued PS Associated British Foods Mondeléz, International FORTRESS
Slide 20: Global Reach
Global Reach FORTRESS
Slide 21: Competitive Agility – Covid Growth Strategy
Competitive Agility – Covid Growth Strategy Innovative Solutions Leadership Market Focus June 2020 June 2020 October Oct 20202020 2021 onwards….
Slide 22: Competitive Agility – Digital Marketing
Competitive Agility – Digital Marketing Webinars Safety Services Digital +4 Marketing +3 Product June 2020 June 2020 October Oct 20202020 2021 onwards…. +100 Webinars +10,000 Attendees
Slide 23: Competitive Agility - Operational Challenges
Competitive Agility - Operational Challenges Supply Chain Capacity & Inflation Shortages Recruitment PRICE June 2020 June 2020 Oct 2020 2021 onwards…. £ COST
Slide 24: Sales Growth £m
Sales Growth £m 5 Year CAGR 13% 40 5 Year CAGR 9% 5 Year 22 CAGR 3% 14 FY12 FY17 FY22
Slide 25: Sales by product £m
Sales by product £m 5Yr CAGR 8 Digital connected 81% 19 Electro-Mechanical 11% 13 Mechanical 6% FY12 FY17 FY22
Slide 26: Sales by Region £m
Sales by Region £m 5Yr CAGR 6 Asia Pacific 15% 19 America 17% 15 Europe 9% FY12 FY17 FY22
Slide 27: Sales by Core Markets £m
Sales by Core Markets £m 5Yr CAGR 8 Warehousing 72% 13 Heavy Industry 14% 1 7 4 Automotive 0% 4 15 Other Markets 6% 10 FY17 FY18 FY19 FY20 FY21 FY22
Slide 28: “Just be a good person”
“Just be a good person” Diversity & Inclusion Community & Charity • 81 of 187 employees are bilingual • 33 fluent in 3 languages • 32 individual languages spoken % Board % Managers % Employees Female Male
Slide 29: “Just be a good person”
“Just be a good person” TIF, er’e ve CARROM™ -( \- NEUTRAL “EEE alu ‘Compar’s CarbonNeutral.com FORTRESS
Slide 30: Breakouts
Breakouts Sustainability Safety Services Innovation Factory Tour
Slide 31: Any Questions
Any Questions FORTRESS
Slide 32: Meet the board
Meet the board Jo Smith CEO Rob Johnson Rob Stark Mark Franklin Steve Smith Wesley Goddard Jenny Tuertscher Technical Director President Fortress USA Global Sales Director – Finance Director Operations Director Vice President of Europe, AsiaPac, ROW Safety Services 32
Slide 33: Fortress Timeline
Fortress Timeline Launch of first tGard - Light duty amGard Pronet Atom Compact mGard Mechanical Fluidsentry Acquisition solenoid safety gate Range range connected range range switch International Trade Heritage dating back to Victorian Era 1987 2008 2012 2018 2020 2022 1992 2001 2007 2014 2017 2019