Georg Fischer Ag · SIX:GF
Georg Fischer — Investor Day (September 2022)
18 slides from Georg Fischer's investor day presentation, Sep 27, 2022
Slide 1: Enabling safe and sustainable transport of water & gas
Innovative solutions for tomorrow GF Piping Systems Enabling safe and sustainable transport of water & gas © GF v3.0
Slide 2: © GF v3.0
© GF v3.0 2 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Joost Geginat
Slide 3: Water scarcity & climate change are not future topics
GF Piping Systems Water scarcity & climate change are not future topics 29% 1 in 3 24 million 1million rise in number & length people have no access people displaced in 2021 plant & animal species of droughts since 2000 to safe drinking water due to climate change at risk of extinction 29% rise in n
Slide 4: We can create positive impact in core markets
GF Piping Systems We can create positive impact in core markets Distribution Consumption Enabling Improving Climate Change Hydrogen Energy Economy Efficiency Water Solving Embracing Scarcity Water Loss Water Reuse © GF v3.0 4 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Joost Geginat
Slide 5: We are investing to fuel sustainable growth
GF Piping Systems We are investing to fuel sustainable growth Distribution Consumption Enabling Hydrogen Economy Improving Energy Efficiency Climate Change Hydrogen Ready Certifications and Green Materials Sales and Production Footprint: COOL-FIT Solving Water Loss Embracing Water Reuse Water Scarci
Slide 6: Clean Hydrogen is central to reach net zero emissions
Enabling Hydrogen Economy Clean Hydrogen is central to reach net zero emissions as it can abate 80 gigatons of CO2 by 2050 ... 80 gigatons CO2 reduction source: Hydrogen Council & McKinsey report © GF v3.0 6 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Joost Geginat
Slide 7: USD 500 billion spending on Hydrogen projects till 2030
Enabling Hydrogen Economy USD 500 billion spending on Hydrogen projects till 2030 already announced ... GF Technology helps enable the Hydrogen Economy 359 large scale projects in production, distribution, storage & utilization MULTI/ JOINT 3000 Plus Process Automation 70GW H2 electrolyser productio
Slide 8: We co-create solutions with customers to enable the H2 economy
Enabling Hydrogen Economy ... as we co-create solutions with our customers to enable the H2 economy ▪ Inland water cargo vessel to run 100% on H2 ▪ The 825 kW Nedstack PEM fuel cell supplies propulsion and auxiliary power ▪ Reduces greenhouse gases by 2000 tones of CO2 every year GF solutions inside
Slide 9: 126 billion liters of water is lost in utilities every year
Solving Water Loss 126 billion liters of water is lost in utilities every year, enough to fill lake Zurich 32 times over ... 126 trillion liters water loss source: Liemberger, R Wyatt, quantifying global non revenue water problems/ Zurich lake analogy: Internal GF analysis © GF v3.0 9 Schaffhausen,
Slide 10: USD 39 billion is lost in utility revenues globally
Solving Water Loss ... as USD 39 billion is lost in utility revenues globally GF Technology helps prevent Non Revenue Water Thames Water 22% London, 15.8 m people NRW rate Houston Public Works 28% NeoFlow PRV Ultrasonic NDT Houston, 27 m people NRW rate Shanghai Municipal 19% Shanghai, 23.2 m people
Slide 11: We help utilities fight water loss from pipe leaks
Solving Water Loss ... as we help utilities fight water loss from pipe leaks Next generation Smart NeoFlow Product ▪ Big Italian Utility: 300 municipalities, 2.8 m people served and 23’000 km of pipe network ▪ 37% non revenue water rate in Italy ▪ 63% less pipe bursts achieved in 1 year with pressur
Slide 12: Buildings use 60% of global electricity and 1/3 of emissions
Improving Energy Efficiency Buildings use 60% of global electricity and account for 1/3 of global emissions ... 60% electricity, 1/3 emissions source: UNEP energy efficiency for buildings reports © GF v3.0 12 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Joost Geginat
Slide 13: USD 204 bn spending on energy efficient buildings by 2030
Improving Energy Efficiency USD 204 bn spending on energy efficient buildings by 2030 ... GF Technology helps improve energy efficiency 30% of energy used in buildings is wasted, energy efficiency is key COOL-FIT HEAT-FIT 40% energy use in buildings is HVAC making it an investment focus Engineering
Slide 14: We help our customers achieve green buildings
Improving Energy Efficiency ... as we help our customers achieve green buildings Next generation Smart NeoFlow Product ▪ German Data Center serving customers looking for regional & sustainable solutions ▪ Data Centers consume a lot of electricity and Baden Cloud aims for greener operations ▪ 30% hig
Slide 15: By 2030, water demand will exceed supply by 40%
Embracing Water Reuse By 2030, water demand will exceed supply by 40%, making water reuse a key focus ... Water demand exceed supply by 40% source: UNEP International Resource Panel report © GF v3.0 15 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Joost Geginat
Slide 16: USD 49 billion to be spent on water reuse by 2030
Embracing Water Reuse USD 49 billion to be spent on water reuse by 2030 ... GF Technology enables water reuse solutions 3x increase in wastewater reuse by 2030, meeting 9.8% of world needs EcoFIT Fuseal PP 2.7x cheaper to build decentralized water treatment facilities SYGEF Plus PROGEF Plus USD 49B
Slide 17: We help our customers to reuse water
Embracing Water Reuse ... as we help our customers to reuse water Next generation Smart NeoFlow Product ▪ San Francisco water tariffs are 2x national average and is the first US city to mandate water reuse for newly constructed buildings ▪ Stormwater, rainwater, greywater reuse system installed ▪ 34
Slide 18: Enabling Ekopak's recycling water solutions
Embracing Water Reuse Enabling Ekopak's recycling water solutions Pieter Loose Sandra Schiller CEO Ekopak Head Process Automation © GF v3.0 18 Schaffhausen, 27 September 2022 | Capital Markets Day 2022 | Joost Geginat