Slide 1: Interim Report January-June 2014: Fourth Straight Quarter with Improved Results
Interim Area Report for red ”header 2 2014 ● box” (8,09x1,26) Fourth Straight Quarter with Improved Results JANUARY — JUNE 2014 |1
Slide 2: Beijer Electronics — an innovative company within industrial automation
Beijer Electronics — an innovative company within industrial automation Founded in 1981 Present in 22 countries A global supplier of industrial automation and communication solutions R&D facilities in Sweden, Germany, Taiwan and USA 20% of all employees in R&D Own products account for mo
Slide 3: Agenda
Agenda Highlights Financials Summary and Q&A |3
Slide 4: Vehicle business was divested to create focus to develop the Industrial business
Beijer Electronics Vehicle business was divested to create focus to develop the Industrial business The Vehicle business with 70 MSEK yearly revenues was divested to the NASDAQ listed company Micronet Main products in the Vehicle business are rugged data terminals for the Mobile Resource Managem
Slide 5: Launch of new rugged HMI TxBR – opens possibilities in new segments
Launch of new rugged HMI TxBR – opens possibilities in new segments Proven reliability, we test our hardware to the extremes Trouble-free use in the harshest of environments, fully certified An all-in-one solution including hardware and software iX HMI Rugged |5
Slide 6: Westermo strengthened its offer within Edge Network Solutions with new product launches
Westermo strengthened its offer within Edge Network Solutions with new product launches in June 2014 RedFox Industrial Rack – RFI DDW-142-485 IECEX certificates – for in rack form factor, facilitating RS-422/485 connectivity hazardous areas at the the growing No. of devices at edge of the network th
Slide 7: Korenix continues its product development focus towards wireless and surveillance
Korenix continues its product development focus towards fast growing markets wireless and surveillance Fast growing markets within wireless communication and surveillance, both markets with yearly growth of 20% Korenix is well positioned to capture these market possibilities with the right produ
Slide 8: Agenda
Agenda Highlights Financials Summary and Q&A |8
Slide 9: Financial Performance
Interim Report ● 2 2014 Financial Performance JANUARY — JUNE 2014
Slide 10: Since Q1 2014, Beijer Electronics reports in two Business Areas
Since Q1, 2014, Beijer Electronics reports in two Business Areas As of Q1, 2014, Beijer Electronics changed the structure of the external reporting into two business areas ― Industrial Data Communication (IDC) and Industrial Automation Solutions (IAS) The change was made to be more in line with
Slide 11: Group Order Intake: Slow quarter due to weak development in USA & Nordics
Beijer Electronics Group — Order Intake Slow quarter due to weak development in USA & Nordics Q2 Q2 YTD YTD Timing effect in large orders in (MSEK) +/- +/- 2014 2013 2014 2013 the US Order 354 364 -3% 708 722 -2% intake 7 MSEK negative effect from the divested Vehicle business Order intake by Qu
Slide 12: Group P&L: Fourth straight quarter with improved result
Beijer Electronics Group — P&L Fourth straight quarter with improved result Q2 Q2 YTD YTD (MSEK) 2014 2013 +/- 2014 2013 +/- Major improvements against last year Sales 355 336 +6% 702 664 +6% Continued strong performance in IDC in EBITDA 39.1 28.2 +39% 82.0 68.0 +21% Q2 – investments in R&D and
Slide 13: Building a Global Business: Sales by Geographical Market
Beijer Electronics Group Building a Global Business Sales Breakdown by Geographical Market Q2 2014 (Q2 2013) Nordic & Baltic 38% (41%) North America 18% (18%) Asia 14% (13%) Europe 28% (26%) Rest of World 2% (2%) | 13 JANUARY – JUNE 2014
Slide 14: Business area Industrial Automation Solutions
Business area IAS Business area Industrial Automation Solutions’ market offer is based upon easy to use HMIs and automation products
Slide 15: Business Area IAS: Continued challenging environment in the Nordics
Business Area IAS Continued challenging environment in the Nordics Q2 Q2 YTD YTD (MSEK) 2014 2013 +/- 2014 2013 +/- Sales on par with last year, generates Order a slightly improved profitability intake 238 248 -4% 474 507 -7% Sales 237 240 -2% 477 477 0% Uncertain market in EMEA and Nordics EBIT
Slide 16: Business area Industrial Data Communication
Business Area areabox” for red ”header IDC(8,09x1,26) Area for big/left picture Area for ”right” picture Position from top left corner: Position from top right corner: Horizontal 0,5 cm Horizontal 0 cm Vertical 0,5 cm Vertical 0,5 cm Business area Industrial Data Communication provides a full range
Slide 17: Business Area IDC: Excellent profitability — second best quarter ever
Business Area IDC Excellent profitability ― second best quarter ever (MSEK) Q2 Q2 +/- YTD YTD +/- Very good profitability as a result of 2014 2013 2014 2013 strong growth in all markets Order intake 116 116 -0% 234 215 +9% New record quarter in Westermo Sales 121 97 +25% 228 188 +21% Continued
Slide 18: Agenda
Agenda Highlights Financials Summary and Q&A | 18
Slide 19: Summary Q2
Summary Q2 Order intake flat against last year, adjusted for Vehicle Order intake divestment & sales Strong sales performance in IDC +25% drives group growth of 6% Vehicle business divested successfully Launch of rugged HMI series TxBR Operations Major product launch in IDC ― both within W
Slide 20: Q&A
| 20 Q&A ELECTRONICS
Slide 21: Thank you!
Thank you! Beier ELECTRONICS ELECTRONICS