Munters Group Ab · OMXSTO:MTRS
Munters Group Ab — Investor Day (2022)
12 slides from Munters Group Ab's investor day presentation, 2022
Slide 1: Data Center Technologies
GLOBAL EXPERTS of leading cooling solutions using a wide . 7 range of heat rejection = technologies. With a diversified product portfolio and extensive application knowledge, ° we create sustainable Data Center Technologies lite cons data centers worldwide. Munters Capital Markets Day © @® Munters
Slide 2: Providing sustainable cooling solutions to facilitate the digital transition
Providing sustainable cooling solutions to facilitate the digital transition ive r "he OY ——=— cee oe a= ‘ © , vo des = ™, | et Underlying ‘consume vast Many DC’s consume ooling Sycool Split provide demand amount of energy huge amount of Water O world leading 5,9 M 1-7% | Millions PUE of total elect
Slide 3: Data Center cooling market expected to grow with ~7-10% globally
Data Center cooling market expected to grow with ~7-10% globally DC build investments incl. DC cooling share of DC cooling, IT infrastructure total build investment addressable market APAC Other General construction Electrical infrastructure EMEA, Cooling infrastructure AMER IT infrastructure 2022 2
Slide 4: Leading position in our core markets
Leading position in our core markets Key figures Customer distribution order intake ~ 350 14% 3 15+ Hl Hyperscolers Employees (FTEs) of Group Net Sales production locations countries with sales Colocation activity and installations Hi telco & enterprises Growth & Profitability 12 @ a 8,000 11% 11% "
Slide 5: Fantastic order intake and well-timed capacity expansion
Fantastic order intake and well-timed capacity expansion 6000 4000 2000 lo) Q3 @4 QI @2 @3 @4 Ql Order intake m™ Order backlog All figures as of Q3 2022, LIM Q2 DCT Backlog distribution 6739 Q3 4 * 365,000 sq.ft. (34,000 m2) >50% manufacturing increase over current Virginia facility completed in Q3,
Slide 6: Capacity expansion
Capacity expansion Focus Area Maximize the Current Footprint Expand the Current Footprint Leverage Partnerships 7 te Adiivities Increase utilization of shift work Continued ramp-up of SyCool in Texas Baveleraing mew emeleniig collaborations MPS & optimized flow lanes Expanded capacity in Ireland Inc
Slide 7: Customer considerations
Customer considerations TYPE OF DC lay DESIGN LOCATION = POWER DENSITIES RULES / REGULATIONS @® Munters
Slide 8: Data Center Technologies
Data Center Technologies A variety of cooling technologies present in the market — SyCool can reject heat for air and liquid cooling Indoor Outdoor Indoor heat capture Heat transfer Outdoor heat rejection , : : , Direct evaporative economizers ()) FAS Computer oN room air Air i Cooling ~ Dry package
Slide 9: Growth Being Driven by Market Share Gains and a broadened portfolio
Growth Being Driven by Market Share Gains and — [MIDBISIGERTSETEERRBICGIEST a broadened portfolio Historical Market TE Now Addressable MB Not Addressable 100% 100% 5 OTHER com Other QUID 80% 4 ROW AND RACK Liquid Direct to Chip or | i 70% 4 PUMPED REFRIGERANT penne pore INDIRECT EVAP Row aleas o, |
Slide 10: High level shifts and trends considered for strategy
HIGH LEVEL SHIFTS AND TRENDS | CONSIDERED FOR STRATEGY BEFORE / NOW THE FUTURE WE STRATEGIZE FOR > e * NEAR FIBER NETWORKS aN OUT-OFTOWN DC’s LOCATION / STRUCTURE 1/3 HAVE SOME RACKS ~~ >20kW. 1 COOLING TECH a EVAPORATIVE COOLING SUSTAINABILITY . 1 AIR BASED COOLING bed Bs COOL, STABLE CLIMATES Buel
Slide 11: Future Data Center Ambition
Future Data Center Ambition Continually balance our “recipe” for success - stress modularity and invest in application knowledge Multiply our reach - expand and optimize our footprint and broaden the offering in Europe to grow market share aim = Grow the addressable market ae develop the portfolio o
Slide 12: Munters
Munters