Quaker Houghton · NYSE:KWR
Quaker Houghton — Investor Presentation (June 2020)
29 slides from Quaker Houghton's investor presentation, June 2020
Slide 1: Quaker Houghton Heat Treatment Aerospace EMEA
©2019 Quaker Houghton. All Rights Reserved
Slide 2: Agenda
Agenda 1. Target: what are the heat treatment applications in the Aerospace industry? 2. Our offer: key customer issues ; our products and their benefits 3. Delivery: sales tools, pricing, marketing materials, competitor information 2 ©2019 Quaker Houghton. All Rights Reserved
Slide 3: Confidential, Do Not Distribute
• • • • • CONFIDENTIAL, DO NOT DISTRIBUTE 3
Slide 4: Agenda
Agenda 1. Target: what are the heat treatment applications in the Aerospace industry? 2. Our offer: key customer issues ; our products and customer benefits 3. Delivery: sales tools, pricing, marketing materials, competitor information 4 ©2019 Quaker Houghton. All Rights Reserved
Slide 5: Generic Issues – Polymer Al Quenchants / Aerospace
GENERIC ISSUES – Polymer Al Quenchants / Aerospace New EHS Regulations Metallurgy Compliance with local and regional rgulations Defects on Parts • Boron • Low metallurgical properties (hardness…) • Skin irritation • Intergranular attack • Labelling • Aspect (stains) • Biocides • Exposure thresholds
Slide 6: Aquaquench 251 & 260
Aquaquench 251 & 260 New EHS Regulations Metallurgy Compliance with local and regional rgulations Defects on Parts • Boron • Low metallurgical properties (hardness…) • Skin irritation • Intergranular attack • Labelling • Aspect (stains) • Biocides • Exposure thresholds Technical Challenges Common is
Slide 7: CONFIDENTIAL, DO NOT DISTRIBUTE
• • • • • • • CONFIDENTIAL, DO NOT DISTRIBUTE 7
Slide 8: CONFIDENTIAL, DO NOT DISTRIBUTE
CONFIDENTIAL, DO NOT DISTRIBUTE
Slide 9: Compliance with Aerospace Material Specification AMS 3025
• Both comply with Aerospace Material Specification AMS 3025 polymer quenchant. • Both are approved by major Aerospace Manufacturers inc. Boeing and Rolls Royce CONFIDENTIAL, DO NOT DISTRIBUTE
Slide 10: CONFIDENTIAL, DO NOT DISTRIBUTE
CONFIDENTIAL, DO NOT DISTRIBUTE ©2019 Quaker Houghton. All Rights Reserved
Slide 11: Customer where Product installed
Customer where Product Product Family Vol installed Parts quenched/ Furnace Comments Benefit / Advantages Metal SONACA Gosselies AQ 251 Polymer 30 + 30 + 7 + Alu structure 4 furnaces FA 10% Product approved 15 m3 AMS MESSIER France HQ 2 Quenching oil 40 m3 Landing gears, 1 vertical Need lots of tech
Slide 12: Customer where Product installed – UK
Customer where Product Product Vol installed Parts quenched/ Furnace Comments Benefit / Family Metal Advantages AEROMET S BINDER Quenching oil SAFRAN - MESSIER Gloucester UK KQ 140 Quenching oil 3 tanks TRITEC Wrexham UK AQ 251 Polymer 900 L GE Polymer BOMBARDIER Belfast UK AQ 262 Polymer 30,000 L S
Slide 13: Customer where Product installed – Eastern Europe
Customer where Product Product Vol Parts quenched/ Metal Furnace Comments Benefit / Advantages Family install ed KUMZ Uralsk AQ 260 Polymer Wheels for aerospace Russia Gardner Tczew AQ 260 Polymer Poland AIRBUS Warszawa AQ 260 Polymer 4,5 m3 Aluminium sheets for aircraft Poland sheathing Goodrich /
Slide 14: Customer where Product installed – Turkey, Spain, Italy
Customer where Product Product Family Vol Parts quenched/ Furnace Comments Benefit / installed Metal Advantages ALP AVIATION Turkey AQ 260 Polymer Landing parts, Impossible to visit. Main (Skorsky) ESKİŞEHİR VQ 430 Vacuum Quenching oil 2 x 6 tons shafts Seco Warwick Aero plant in Turkey GURMETAL Tur
Slide 15: Agenda
Agenda 1. Target: what are the heat treatment applications in the Aerospace industry? 2. Our offer: key customer issues, our products and customer benefits 3. Delivery: sales tools, pricing, marketing materials, competitor information 15 ©2019 Quaker Houghton. All Rights Reserved
Slide 16: Double click to open Double click to open CONFIDENTIAL, DO NOT DISTRIBUTE
Double click to open Double click to open CONFIDENTIAL, DO NOT DISTRIBUTE 16
Slide 17: Polymer quenchant properties
• Single Polymer • Multiple polymer • 45 - 48 % water • 57 - 63 % water • Viscosity at 38°C = 520cSt ± 70 • Viscosity at 38°C = 280cSt ± 20 • Inverse solubility = 74°C ± 3°C • Inverse solubility = 74°C ± 3°C • 10 to 20% for high thickness (forged parts, die casting, profile…) • 25 to 40% for low thi
Slide 18: CONFIDENTIAL, DO NOT DISTRIBUTE
CONFIDENTIAL, DO NOT DISTRIBUTE
Slide 19: CONFIDENTIAL, DO NOT DISTRIBUTE
CONFIDENTIAL, DO NOT DISTRIBUTE 19
Slide 20: Double click to open CONFIDENTIAL, DO NOT DISTRIBUTE
Double click to open CONFIDENTIAL, DO NOT DISTRIBUTE 20 ©2018 Quaker Houghton. All Rights Reserved
Slide 21: CONFIDENTIAL, DO NOT DISTRIBUTE
CONFIDENTIAL, DO NOT DISTRIBUTE 21
Slide 22: CONFIDENTIAL, DO NOT DISTRIBUTE
CONFIDENTIAL, DO NOT DISTRIBUTE 22
Slide 23: AMS 3025 ?
AMS 3025 ? AMS 3025 ? CONFIDENTIAL, DO NOT DISTRIBUTE 23 ©2018 Quaker Houghton. All Rights Reserved
Slide 24: R&D Innovation and Commercial - Technical Team
Commercial - Technical R&D Innovation Mickaël DULAC Conxita SUAREZ European Business Development Manager CoE leader Sebastian KOZDRON Mireia VIURE BDM Eastern Countries R&D Junior Chemist France Italia Spain UK Turkey Germany Poland - Austria Romania North Africa Greece Portugal Nordics Russia - Eas
Slide 25: CONFIDENTIAL, DO NOT DISTRIBUTE
CONFIDENTIAL, DO NOT DISTRIBUTE 25 ©2018 Quaker Houghton. All Rights Reserved
Slide 26: CONFIDENTIAL, DO NOT DISTRIBUTE
CONFIDENTIAL, DO NOT DISTRIBUTE 26 ©2018 Quaker Houghton. All Rights Reserved
Slide 27: Quaker Houghton is a premium brand for Heat Treatment fluids
• QUAKER HOUGHTON is a premium brand in the world for Heat Treatment fluids • Developed first quenching oil in 1911; reference still in use in aeronautic Houghto-Quench 2 • Developed first polymer for quenching after World War II (PAG and then PVP) • Complete and innovative range of quenching produc
Slide 28: Quaker Houghton
• QUAKER HOUGHTON • • • • • • • CONFIDENTIAL, DO NOT DISTRIBUTE 28
Slide 29: UCON Quenchant A
UCON QUENCHANT A New EHS Regulations Metallurgy Compliance with local and regional rgulations Defects on Parts • REACh • Low metallurgical properties (hardness…) • Boron • Intergranular attack • Skin irritation • Aspect (stains) • Labelling • Biocides Technical Challenges • Exposure thresholds Commo