Brenntag Se · XETR:BNR

Brenntag — Investor Day (November 2014)

19 slides from Brenntag's investor day presentation, Nov 5, 2014

  1. Slide 1: Brenntag AG Analyst Round Table 2014

    Brenntag AG Analyst Round Table 2014 ▌ London November 5, 2014

  2. Slide 2: Agenda

    AGENDA ▌Update on Brenntag Europe and “ONE Brenntag” initiative Karsten Beckmann, CEO Brenntag Europe ▌Update on Brenntag North America and Oil&Gas business Markus Klähn, CEO Brenntag North America Brenntag AG - Analyst Round Table 2014 2

  3. Slide 3: Update on Brenntag Europe

    EUROPE Update on Brenntag Europe 2014 Update Gross Profit (in EUR m)  Economic recovery in Europe has been 250 233 244 237 247 234 243 observed YTD  Brenntag Europe reports strongest GP growth 200 2013 for some years 2014  Focus of Brenntag Europe is on achieving 150 organic growth Q1 Q2 Q3  Ini

  4. Slide 4: We started ONE Brenntag to create a unified platform for sustainable growth

    ONE BRENNTAG We started ONE Brenntag to create a unified platform for sustainable growth CHALLENGE ONE BRENNTAG  Organic growth  Pan-regional USP  More demanding markets, requiring  Strong industry focus and dedication – higher level of service excellence and  One channel to the customer – cons

  5. Slide 5: Comprehensive process started in 2013: external and internal input provided the basis for the new model

    ONE BRENNTAG Comprehensive process started in 2013: external and internal input provided the basis for the new model Customer Feedback Brenntag Feedback  Key Success Factor survey  Key Success Factor survey  More than 1100 customers  More than 300 employees in 6 countries have been in 6 countrie

  6. Slide 6: Same transparent industry approach structure in all countries

    OUR NEW ORGANIZATION Same transparent industry approach structure in all countries  A clear counterpart with dedicated industry know-how. This expert understands: the company, business, and customer needs  Easy access to the right Brenntag expert in Europe who is able to answer technical and marke

  7. Slide 7: Structured approach to Market knowledge – a valuable business resource

    MARKET KNOWLEDGE Structured approach to Market knowledge – a valuable business resource  Structured set up of CRM & Business Warehouse technology leveraging our >2300 sales force  Provide unparallel market access for Brenntag and our principals  Disciplined project management to deliver value to

  8. Slide 8: Case Study – Solvents

    CASE STUDY – SOLVENTS Exploiting market intelligence and infrastructure Challenge  Existing supplier wants to sell new shale-gas based solvents in Europe Solution  Brenntag used its market intelligence tools to identify potential demand  Joint workshops to agree market entry strategy  Brenntag p

  9. Slide 9: Case Study – Coatings

    CASE STUDY – COATINGS Providing innovation and sustainability Challenge  A paint producer wanted solvent-free binder formulations  But, without compromising product quality Solution  Brenntag coatings expert used in-house application centre for trials and worked in the customer’s laboratory for 1

  10. Slide 10: Positive trends from 2014 should continue and will be supported by started initiatives

    OUTLOOK EUROPE Positive trends from 2014 should continue and will be supported by started initiatives  Macro economy is difficult to predict given uncertainties around political crisis  Brenntag Europe is well positioned in the marketplace  Organic growth in 2014 underlines the positive developme

  11. Slide 11: Agenda

    AGENDA ▌Update on Brenntag Europe and “ONE Brenntag” initiative Karsten Beckmann, CEO Brenntag Europe ▌Update on Brenntag North America and Oil&Gas business Markus Klähn, CEO Brenntag North America Brenntag AG - Analyst Round Table 2014 11

  12. Slide 12: Update on Brenntag North America

    NORTH AMERICA Update on Brenntag North America 2014 Update Gross Profit (in EUR m) 198 194 201 212 200 179 182  Economy in North America is gaining strength 2013  Q1 and Q2 anomalies (primarily affecting the 150 2014 cost base) left behind  Positive trend of gross profit growth (fx adj.) 100 Q1 Q

  13. Slide 13: Oil and Gas Value Chain

    NORTH AMERICA Oil and Gas Value Chain Upstream Midstream Downstream Natural Gas Value Chain Using technology to find Bring GAS to the Treating GAS to Moving GAS with Distributing and new GAS resources surface be sent to markets pipelines and selling natural gas tankers Production Processing Transpor

  14. Slide 14: Oil & Gas industry in North America

    NORTH AMERICA Oil & Gas industry in North America Significant shale reserves across US Key Facts  Latest shale discoveries and estimated reserves exceeding expectations  Upstream investment saw a significant surge  Starting in 2014, investments shifted to midstream and downstream assets  Total p

  15. Slide 15: Distributor requirements and characteristics

    NORTH AMERICA Distributor requirements and characteristics Strategic Oil and Gas suppliers and customers align with those that: 1. Focus on safety as a core element of their offering 2. Provide experienced commercial geographic coverage 3. Invest in key geographic locations to provide local inventor

  16. Slide 16: Brenntag footprint in the Oil and Gas industry

    NORTH AMERICA Brenntag footprint in the Oil and Gas industry Key Facts Brenntag Approach  A 50+ year service reputation in the Oil and  A targeted value-added service and product Gas Industry approach across the upstream, midstream and  Share of O&G business has increased to downstream Oil and Ga

  17. Slide 17: Brenntag's unique service offerings to the Oil and Gas industry

    NORTH AMERICA Brenntag‘s unique service offerings to the Oil and Gas industry Broad Product Portfolio N-Spec Service  Glycols, coolants and heat  Pipeline cleaning service transfer fluids offering  Specialty amines  Turn key services  Lubricants  Innovative and unique  Caustic soda, HCL, KOH

  18. Slide 18: Brenntag is well positioned to benefit from the expanded growth

    NORTH AMERICA Brenntag is well positioned to benefit from the expanded growth Industry Opportunities and Potential Brenntag‘s Growth Strategy  Upstream: Ongoing capital investments in  Facility investments in the Bakken, Niobrara, drilling and exploration Cline and Eagle Ford shale plays  Midstre

  19. Slide 19: Favorable economic environment and initiatives to support organic growth

    OUTLOOK NORTH AMERICA Favorable economic environment and initiatives to support organic growth  Positive economic development is expected to remain  Brenntag North America will benefit from positive macroeconomic environment  Initiatives like “caustic soda” and “oil&gas” will support organic grow

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