Jost Werke Se · XETR:JST
Jost Werke — Investor Day (September 2024)
17 slides from Jost Werke's investor day presentation, Sep 10, 2024
Slide 1: Capital Markets Day 2024: Leveraging global operations
CAPITAL MARKETS DAY 2024 Leveraging global operations Dirk Hanenberg – COO JOST Werke SE – September 10, 2024
Slide 2: Building on strong foundation, preparing for the future
BUILDING ON STRONG FOUNDATION PREPARING FOR THE FUTURE 1 2 3 4 5 Global Flexible and asset Skilled Ability to Automation and footprint light production staff rethink efficiency with “Local for geared to adapt committed to processes based boosting Local” regional quickly to ups and continuous on a gr
Slide 3: Global footprint with "local for local" regional core
GLOBAL FOOTPRINT WITH “LOCAL FOR LOCAL” REGIONAL CORE 24 Production plants 4,500 Employees Leveraging geographical diversification while maintaining proximity to customers Production Site Transport Production Site Agriculture JOST Werke SE I CAPITAL MARKETS DAY 2024 3
Slide 4: Optimize global footprint: Serving JOST globally
OPTIMIZE GLOBAL FOOTPRINT Serving JOST globally Strategic multi-sourcing and global competence Regional strength to Customers trust JOST‘s In times of constant supply chains disruptions better adapt to strong track record of changing local needs reliable delivery of high- JOST always managed to fulf
Slide 5: Leveraging knowhow across regions to support growth: Chennai
LEVERAGING KNOWHOW ACROSS REGIONS TO SUPPORT GROWTH Chennai was identified as an ideal location… → India, China and Europe started planning and … → 18 months later, the plant was finished. Production Site Transport Production Site Agriculture JOST Werke SE I CAPITAL MARKETS DAY 2024 5
Slide 6: Chennai, India – expanding our footprint to boost growth
CHENNAI, INDIA – EXPANDING OUR FOOTPRINT TO BOOST GROWTH 1 2 3 5 Global footprint Flexible and asset light production Skilled staff Automation and efficiency Insert video JOST Werke SE I CAPITAL MARKETS DAY 2024 6
Slide 7: Footprint – synergies through optimization in Ningbo (CHN)
FOOTPRINT – SYNERGIES THROUGH OPTIMIZATION IN NINGBO (CHN) Adjusting our footprint in China Ålö & LH Lift both located in Ningbo and producing agricultural parts, 25 km apart. JOST Werke SE I CAPITAL MARKETS DAY 2024 7
Slide 8: Flexibility – adjusting rapidly to changing market conditions
FLEXIBILITY – ADJUSTING RAPIDLY TO CHANGING MARKET CONDITIONS 2 3 5 Flexible and asset light production Skilled staff Automation and efficiency JOST Werke SE I CAPITAL MARKETS DAY 2024 8
Slide 9: Boost productivity
BOOST PRODUCTIVITY Boost Automation Productivity Increasing flexibility & Efficiency WE (DE): Automated transport SWE – Monitoring & packaging station Paint Booth productivity in Vision every plant Recognition Thriving to continually improve → Operational Excellence Testing ideas locally Exchanging
Slide 10: Increasing automation and investing to boost efficiency
INCREASING AUTOMATION AND INVESTING TO BOOST EFFICIENCY 1 5 2 Global footprint Automation and efficiency Flexible and asset light production Insert video JOST Werke SE I CAPITAL MARKETS DAY 2024
Slide 11: Wolframs-Eschenbach (DE) – increasing efficiency and optimizing welding system
WOLFRAMS-ESCHENBACH (DE) - INCREASING EFFICIENCY AND OPTIMIZING OUR LARGEST WELDING SYSTEM 4 5 Ability to rethink Automation and efficiency Insert video JOST Werke SE I CAPITAL MARKETS DAY 2024 11
Slide 12: Rethink processes
RETHINK PROCESSES Continuous Rethink processes improvement based on a green field approach Continually improving our gas and Optimization of existing processes and share of best practices electricity consumption and experiences CAPEX Allocation to support organic growth in the last 3 years Others Qu
Slide 13: Hungary – working with our employees to manage flexibility
HUNGARY – WORKING WITH OUR EMPLOYEES TO MANAGE FLEXIBILITY 4 2 Ability to rethink Flexible and asset light production JOST Werke SE I CAPITAL MARKETS DAY 2024 13
Slide 14: Brazil – reshaping
BRAZIL – RESHAPING 5 4 Automation and efficiency Ability to rethink Rethink Processes – JACSA (BRA) JOST Werke SE I CAPITAL MARKETS DAY 2024 14
Slide 15: Achieving operational excellence: projects you have seen today
PROJECTS YOU HAVE SEEN TODAY ACHIEVING OPERATIONAL EXCELLENCE Europe 2 4 North America 5 China 1 2 1 2 5 India 1 2 3 4 3 5 Brazil 1 Global footprint 4 5 2 Flexible and asset light production 3 Skilled staff 4 Ability to rethink 5 Automation and efficiency JOST Werke SE I CAPITAL MARKETS DAY 2024 15
Slide 16: Disclaimer
DISCLAIMER THIS PRESENTATION IS CONFIDENTIAL AND MUST NOT BE RELEASED, PUBLISHED, TRANSMITTED OR DISTRIBUTED, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, INTO OR WITHIN THE UNITED STATES OF AMERICA, CANADA, AUSTRALIA, JAPAN OR ANY JURISDICTION WHERE SUCH DISTRIBUTION IS UNLAWFUL. This presentation
Slide 17: Financial screening criteria
FINANCIAL SCREENING CRITERIA On- and off Key guardrails On-highway Off-highway for large transactions highway Best owner principle 300- Purchase 50- 5- 300 500 Mid-term value accretive price 200 post-synergies in m€ High returns: ROCE > 18% mid-term A| Technology A| Strengthening Sizable, scalable A