Slide 1: Marking, Coding, Food Production Machinery, Packaging, Refrigerated Display, Preparation/Service
Marking, Coding, Food Production Machinery, Packaging, Refrigerated Display, Preparation/Service 1
Slide 2: Engineered Systems Segment
Engineered Systems Segment Industrial Products 32% 23% 18% 27% Fluid Management Electronic Technologies Engineered Systems 2008 $2 Billion 17% EBITDA DES is a portfolio of companies that: - -Are driven by trends in food and consumer staples (70% of Sales) - -Supply highly engineered capital equipmen
Slide 3: DES Customers Include Sophisticated Multi-Nationals in Food and Consumer Staples
DES Customers Include Sophisticated Multi- Nationals in Food and Consumer Staples 3
Slide 4: Engineered Systems operating companies
4 Hill PHOENIX Datamax- O'Neil Engineered ProductsProduct Identification Markem- Imaje SWEP Belvac Tipper Tie ENGINEERED SYSTEMS ENGINEERED SYSTEMS Unified Brands
Slide 5: DES Growth Drivers
DES Growth Drivers - Past 3 Years % of 2007 YTD Dover revenue Market Growth Consumer staples spending, food and product traceability Geographic expansion Operational Excellence Lean, capacity mgt., modularity Strategic Pricing, W/C mgt Aggressive Product Development Programs Eco-friendly technologie
Slide 6: DES Market Driver: Global Food And Consumer Staples Growth
DES Market Driver: Global Food And Consumer Staples Growth 2003-08 Population Growth +22M +36M +87M people U.S + Europe China India 0.9% per year 0.6% per year 1.5% per year 2003-08 GDP Per Capita Growth Global population CAGR: ~1.2% (70 million people/yr.) U.S Europe China India 4.4% per year 3.6%
Slide 7: DES Market Driver: Growth in Food And Consumer Staples
DES Market Driver: Growth in Food And Consumer Staples World Population Increasing Consumption (Constant $s) U.S. Europe China India GDP Per Food Expenditures Capita ($000) Per Capita 2003 37.7 24.4 1.3 0.5 ~ 1.2 % per year .... but huge base 2009: ~6.7 billion Growing at 70 million people per year
Slide 8: DES Market Driver: Global Warming/Climate Change
DES Market Driver: Global Warming/Climate Change Regulation and consumer awareness are creating opportunities for engineered equipment solution providers 8
Slide 9: DES Market Driver: User Trends and Government Influence + Regulation
DES Market Driver: User Trends and Government Influence + Regulation Energy Regs (e.g., EPACT) Sustainability (Greenhouse Cap & Trade?) Traceability Rural region dev. Income re-distribution Tax credits/fines Inv./Logistics Rising Energy Cost More Sustainable User Needs "Help Me Compete" Look Taste S
Slide 10: Market Drivers Projection: Increased Consumption $s, Everywhere
Market Drivers Projection: Increased Consumption $s, Everywhere Developed Countries Trends Healthy, fresh Eat out or pre-prepared Convenience Socializing Gov't spend (institutions) All at reduced energy All more sustainable Traceability Emerging Countries Trends Population growth More calories per c
Slide 11: Engineered Products Platform
Engineered Products Platform Platform Strategy To be solution and value leaders in our market niches focused on: Technology/innovation Superior customer service Flexible Value Delivery 54% of '08 Segment Sales 11
Slide 12: Hill Phoenix profile
12 PROFILE Designs and manufactures equipment primarily for supermarket industry Market leader in refrigeration systems #2 provider of supermarket food display cases Positioned as industry innovator and green technology leader in both refrigeration system and display case design FACTS Headquarters i
Slide 13: Unified Brands profile
13 Leader in foodservice equipment serving the restaurant industry as well as institutional applications (hospitals, universities, prisons, schools) Comprised of three highly-recognized brands Groen - the "gold standard" for Steam Jacketed Kettles and steam cooking in the kitchen Randell - leader in
Slide 14: SWEP profile
14 Researches, develops, designs and manufactures compact brazed heat exchangers (CBEs) Serves wide-ranging scale of refrigeration, heating and industrial applications from supermarket chillers to space heating Highly innovative products with strong focus on environment and sustainability Online eBu
Slide 15: Belvac profile
15 PROFILE Designs/produces highly innovative equipment technology to meet the demanding needs of beverage can makers Preferred choice for world's two-piece can makers Designs/produces high-speed trimming/burnishing equipment for the plastic container industry World leaders in providing customers wi
Slide 16: Tipper Tie profile
16 PROFILE Premier company in the worldwide clipper and clip business Consists of three different enterprises; Tipper Tie, Inc., Tipper Tie Technopack, and Tipper Tie Alpina Products provide wide array of closure solutions Processing & packaging foods Pet food manufacturers Fish wholesalers Christma
Slide 17: Product Identification Platform
Product Identification Platform Platform Strategy #1 in Direct Marking and Coding Worldwide Leader in highly reliableTable Top/Mobile Printers Acquire/Develop Other Unique Technologies Aggressively Pursue New Markets 46% of '08 Segment Sales 17
Slide 18: Markem-Imaje profile
18 Trusted world manufacturer of product identification and traceability solutions Fully-integrated solutions enable product quality and safety regulatory and retail compliance better product recalls improved manufacturing processes Distinct advantages in product breadth, technology leadership, and
Slide 19: Datamax-O'Neil profile
19 Global provider delivering value-driven printing solutions that minimize risk and maximize efficiency, safety, and quality Serve application needs from mobile and vehicle- mounted label/receipt printers, compact desktop and midrange units, to high performance and specialty application printers Of
Slide 20: Marking, Coding, Food Production Machinery, Packaging, Refrigerated Display, Preparation/Service
Marking, Coding, Food Production Machinery, Packaging, Refrigerated Display, Preparation/Service 20