Munters Group Ab · OMXSTO:MTRS
Munters Group Ab — FoodTech Investor Relations Webinar June 2025
26 slides from Munters Group Ab's conference presentation, June 2025
Slide 1: Webinar – FoodTech
Webinar – FoodTech Investor Relations – June 2025 Klas Forsström, President & CEO Pia Brantgärde Linder, President Business Area FoodTech Line Dovärn, Head of Investor Relations
Slide 2: Agenda
Agenda FoodTech in Munters Introduction to FoodTech Value & offering Deep dive: Controllers Strategy going forward
Slide 3: We deliver business critical solutions to a broad range of industries
We deliver business critical solutions to a broad range of industries Distribution net sales Q1 2025 Pioneering data- driven optimization of the FoodTech Ultra dry air for battery Clean Technology solutions for a healthier production global food supply planet chain Leading supplier of Constant humid
Slide 4: Munters driven by strong megatrends – we help secure and improve global food supply chains
Munters driven by strong megatrends – we help secure and improve global food supply chains Globalization Climate change & Growing population Digitalization & AI challenges & market resource scarcity & urbanization dynamics Food safety & efficient food supply chains Demand for Secure operations Data
Slide 5: FoodTech – spearhead in fully digital
FoodTech – spearhead in fully digital Established an updated business area and driven growth through: CAGR Strategic portfolio development Organic expansion 2022 - 2025 (Q1 LTM) • Acquisitions • New markets • Divestments • Broadening the product offering Net sales • Active business management ~40% I
Slide 6: Agenda
Agenda FoodTech in Munters Introduction to FoodTech Value & offering Deep dive: Controllers Strategy going forward
Slide 7: Food supply chain: a never stopping machine
>200 M >4 Billion Chicken consumed per day Eggs consumed per day Food supply chain A never stopping machine >700 Kton >350 Kton Potatoes consumed per day Pigs consumed per day 7
Slide 8: Global food supply chain | A critical priority…
Global food supply chain | A critical priority… Climate change & Growing population Geopolitical Megatrends resource scarcity & urbanization Digitalization & AI tension Globalization Supply chain expectations Consumer & Food safety & Predictability & Health & retailer transparency standardization we
Slide 9: … yet to be transformed!
… yet to be transformed! TELECOM & MEDIA “The next 1,000 unicorns won’t be search engines or DIGITALIZATION ACROSS INDUSTRIES social media companies, they’ll be sustainable, scalable innovators — startups that help the world decarbonize and make the food system more resilient.” FINANCIAL SERVICES —
Slide 10: Digitalization of the food supply chain | Our current scope addresses only ~30bn SEK TAM
Digitalization of the food supply chain | Our current scope addresses only ~30bn SEK TAM ~SEK 650 bn Food Supply Chain Digitalization 2034 ~SEK 30 bn TAM for our offering ~SEK 1.7 bn FoodTech NS 2024 10 Sources: Various market studies, Munters internal estimations TAM – Total Addressable Market
Slide 11: A strong digital business | FoodTech today
A strong digital business | FoodTech today ~1.7 BSEK 314 MSEK 23% 16.1% Diversity Net Sales FY 20241 ARR Q1 2024-Q1 2025 ARR growth Q1 25 vs. Q1’24 Adjusted EBITA Q1 2025 A diverse team is the foundation to business success! 80+ ~770 ~210 35+ 26% Countries with sales Employees worldwide, Innovation,
Slide 12: Agenda
Agenda FoodTech in Munters Introduction to FoodTech Value & offering Deep dive: Controllers Strategy going forward
Slide 13: Our customers | Two end customers connected in the Food supply chain
Our customers | Two end customers connected in the Food supply chain Food producers & integrators Growers → Large multibillion dollar/ multinational companies → Own and manage farm operations → Own a significant part of the supply chain → Set-up and size dependent on geography and Who they are segme
Slide 14: Our offering | Digital solutions to the food supply chain
Our offering | Digital solutions to the food supply chain Software Controllers IoT & sensors Supply Chain optimization software, Controllers, sensors, gateways and Data capture platforms towards Implementation and Support farm applications in the controller Supply chain software and/ or farm ecosyst
Slide 15: Controllers and Software | Why they fit together
Poor data quality from farms Controllers and Software | Electronic data flow Electronic data flow Why they fit together The farm is the biggest driver of Supply Chain performance: FEEDMILL HATCHERY FARMS PROCESSING • Costs (e.g. feed ~ 70% of cost) Good data quality • Animal health and development ”
Slide 16: Agenda
Agenda FoodTech in Munters Introduction to FoodTech Value & offering Deep dive: Controllers Strategy going forward
Slide 17: 4-5 days without food, 72 hours without water, 15 min without the right indoor climate
4-5 days without food 72 hours without water 15 min without the right indoor climate Sources: “Environmental Management in the Broiler House”, Ross, “How long can chickens go without Food”, A-Z Animals
Slide 18: Controllers | Mission critical to grow animals
Controllers | Mission critical to grow animals Controls all equipment required to provide “living” climate conditions for the farm animals Directly impacts output • Animal health • Resource usage (feed consumption, water consumption, electricity, etc.) • Optimize the climate inside the farm Mission
Slide 19: Our controller portfolio | Global market leadership fueled by M&A
Our controller portfolio | Global market leadership fueled by M&A Acquired 2011 Acquired 2023 Acquired 2024 Acquired 2024 Segments Main current markets
Slide 20: Driving the controller business - main priorities
Driving the controller business - 4 main priorities ENABLE DATA COLLECTION DRIVE PROFITABILITY BY JOURNEY CONSOLIDATE THE INDUSTRY CAPTURING SYNERGIES BETTER SERVE OUR CUSTOMERS • Supply chain optimization • Global footprint • Best practice sharing • Service and training as differentiators • Better
Slide 21: Customer Value at heart | Hotraco Central Egg Collection
Customer Value at heart | Hotraco Central Egg Collection
Slide 22: Customer value at heart | Munters Academy leveraging AI to train and support our customers
Customer value at heart | Munters Academy leveraging AI to train and support our customers
Slide 23: Agenda
Agenda FoodTech in Munters Introduction to FoodTech Value & offering Deep dive: Controllers Strategy going forward
Slide 24: Our strategy | FoodTech on a journey of accelerated growth
Our strategy | FoodTech on a journey of accelerated growth 3. Establishing the data eco-system 1. Developing existing segments 2. Replicating into new segments & attracting technology leaders Software POULTRY LAYER POULTRY LAYER PLANTS SWINE Supply chain optimization software PLANTS SWINE BEEF AQUA
Slide 25: Drive for growth | We are in a unique position to capture it
Drive for growth | We are in a unique position to capture it Market creator Large data pool Partners to our Deep application space space customers knowledge • Supply chain optimization • …and ability to correlate it • Innovation • We know how to run an efficient, complete supply • Leading controller
Slide 26: Thank you!
Thank you! , \ a
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