Obigo, Inc. · KRX:352910
Obigo — Teleca — Investor Day (September 2003)
23 slides from Obigo's investor day presentation, Sep 24, 2003
Slide 1: Capital Market Day September 2003
Capital Market Day September 2003 Nick Stammers, President & CEO
Slide 2: Vision and Strategies
Vision and Strategies What is Teleca? Where is Teleca going? What does Teleca stand for? How is Teleca Organised? Teleca Capital Market Day 2003-09-24 2
Slide 3: What is Teleca?
What is Teleca? Teleca Capital Market Day 2003-09-24 3
Slide 4: International consulting company developing and applying advanced technology
International consulting company developing and applying advanced technology Norway Finland Denmark Sweden Germany Poland UK France Spain Italy USA Portugal Korea Japan Thailand 2,600 employees in 15 countries 35% of employees are based outside Sweden 44% of sales outside Sweden Teleca Capital Marke
Slide 5: Teleca's business concept
Teleca’s business concept To strengthen the customers’ market position and time to market. We build and integrate solutions for technology intensive customers worldwide. We work across a wide range, from tiny devices such as mobile phones consumer electronics medical equipment to large-scale operati
Slide 6: Our market in H1 2003
Our market in H1 2003 Other Life Science 2% 7% Industrial Mobile Devices 15% 33% Automotive 4% Enterprise 8% Operators Telecom 15% Equipment 17% Teleca Capital Market Day 2003-09-24 6
Slide 7: Sales by country H1 2003
Sales by country H1 2003 *) SEK M Sweden 715 56% UK 103 8% France 83 7% Norway 69 5% Italy 58 5% Korea 48 4% Germany 45 4% Denmark 36 3% Japan 30 2% Finland 27 2% USA 23 2% Rest of the world 31 2% *) Approximate international distribution of sales based on invoicing addresses Teleca Capital Market D
Slide 8: Reference Customers
Reference Customers 3 Motorola Siemens ABB Nokia Sony Ericsson Alcatel Nordea Symbian/Psion Axis Shields Nortel Telia Comneon/Infineon Novo Nordisk Texas Instruments Ericsson Orange Vodafone Lucent Saab Volvo Matsushita/Panasonic Samsung Westinghouse Atom Top 5 customers = 37% of sales Top 10 custom
Slide 9: Where is Teleca going?
Where is Teleca going? Teleca Capital Market Day 2003-09-24 9
Slide 10: Teleca's Vision is to be a leading global consulting company
Teleca’s Vision is to be ... a leading global consulting company for advanced technology solutions What does this mean? Teleca Capital Market Day 2003-09-24 10
Slide 11: Teleca's Vision – Consulting company
Teleca’s Vision – “Consulting company” Dictionary: – Consult - “Seek advice or information from” Services business – Sell expertise, time Solve problems We serve: “Customer is king” Teleca Capital Market Day 2003-09-24 11
Slide 12: Teleca's Vision – Solutions
Teleca’s Vision – “Solutions” One-stop-shop for New Technology Delivering value Higher value service (prices) Consistent demand (good in downturn) Higher margins Teleca Capital Market Day 2003-09-24 12
Slide 13: Teleca's Vision – Advanced technology
Teleca’s Vision – “Advanced technology” Dictionary: – “Mechanical arts and applied sciences, their application in industry” New technologies = New opportunities – Technology changes rapidly and this will continue – New Technology means much more IT – Customers need new technology to be competitive –
Slide 14: Teleca's Vision – Global
Teleca’s Vision – “Global” Not limited by geography - “sell to the world” Swedish Æ International Æ Global Yesterday Æ Today Æ Tomorrow 2600 company can only aspire to be Global in niche markets Probably more countries – Taiwan, China Much bigger international operations – UK, France, Germany, US, A
Slide 15: Teleca's Vision – Leading
Teleca’s Vision – “Leading” Best in class (in niches) System integrator of choice Successful (Exceed our goals) Strong reputation in our global markets Much bigger than we are today Teleca Capital Market Day 2003-09-24 15
Slide 16: What does Teleca stand for?
What does Teleca stand for? Teleca Capital Market Day 2003-09-24 16
Slide 17: Guiding Principles
Guiding Principles New Technologies = New Opportunities The foundation of the Group is based on, in order of importance: Quality, Profitability and Growth Old fashioned values: Honesty, Reliability and Hard Work Teleca Capital Market Day 2003-09-24 17
Slide 18: Guiding Principles
Guiding Principles Quality – Deliver quality to our customers – Employ the best engineers skilled in latest technologies – If quality is lost company loses meaning Profitability – Provides stability for customers and staff – Food for further development – Value delivered to shareholders Growth – The
Slide 19: Teleca Values
Teleca Values Honesty – When we mess up we own up – Never lie to the customer or staff – Open culture, no secrets Reliability – Under promise and over deliver – We keep our promises – We respect deadlines – No surprises culture Hard Work – Expect everyone to do what is necessary – We value commitmen
Slide 20: Goals
Goals Always at the forefront of technology Strengthen the broad customer base Strengthen the geographic and industry spread Build a strong position in all local markets Build global businesses focused on high-end vertical markets Overall margin on group level above 15 percent EBITA Stable, profitab
Slide 21: Strategies
Strategies Work with top electronics and software product manufacturers Decentralised, sales-driven and efficient organisation Focus on higher-value solution based services Leverage sales internationally with global account and vertical market management Profitable Acquisitions, Outsourcings and Sta
Slide 22: What makes Teleca profitable?
What makes Teleca profitable? Focus on sales and efficiency Broad customer base - top 10 customers only 47% of sales Industry spread - expertise in several market segments Geographical spread - 44% international sales Growing position in strong international markets Niche-markets with good demand -
Slide 23: New Technologies = New Opportunities
New Technologies = New Opportunities more technology means much more software Teleca Capital Market Day 2003-09-24 23