Landis+gyr Group Ag · SIX:LAND
Landis+gyr — Investor Day (January 2020)
14 slides from Landis+gyr's investor day presentation, Jan 27, 2020
Slide 1: Capital Markets Day
Capital Markets Day Zurich, January 27, 2020 1 | © Landis+Gyr | January 27, 2020 | Capital Markets Day
Slide 2: Disclaimer
Disclaimer Forward-looking information Presentations given during the Landis+Gyr 2020 Capital Markets Day include forward-looking information and statements including statements concerning the outlook for our businesses. These statements are based on current expectations, estimates and projections a
Slide 3: Asia-Pacific
Asia-Pacific Name, Steve Title Head AP Jeston, 3 | © Landis+Gyr | January 27, 2020 | Capital Markets Day
Slide 4: Asia-Pacific Highlights
Asia-Pacific Highlights Serving Strong customer 4+ million Leading Supplier major markets relationships/service connected intelligent in smart metering1 across the region drives continued devices in the field with deployments in Australia, long term success Hong Kong and India Business Highlights •
Slide 5: Improving Financial Performance
Improving Financial Performance ∙ Performance • Australia: Higher market certainty after implementation of regulatory framework (Power of Choice) driving demand • SEA: Executing on CLP Power contract in Hong Kong • India: Improved margin, coming from stronger sales, and focus on customer selection •
Slide 6: Dynamic Market Outlook
Dynamic Market Outlook Market Evolution Market Position ANZ Smart Electricity: Estimated market segments1 Constant growth with USD b 32% application of Power of CAGR 18-22 ANZ smart electricity meters Choice, refresh cycle Σ 0.6 32% #2 market share, 2018, units2 expected in New Zealand +36% South Ea
Slide 7: Growth Driven by Upcoming AMI Deployments
Growth Driven by Upcoming AMI Deployments AMI Meter Penetration AMI Market Deployment Stage 2019 2026 NZ 2nd Wave Rollout SG Regulated GROWTH AU Regulated CHINA HK Regulated INDIA MY Tendering + Deploying SEA IN Piloting + Tendering + Deploying TH Piloting + Tendering EMERGING BD Pilot + Tendering P
Slide 8: Focus Point: Australia and New Zealand
Focus Point: Australia and New Zealand 27% 21% 30% 1m ∙ Smart meter penetration in ∙ Of homes have Australia share of ∙ ∙ Forecast household ANZ (~3m smart meters roof top solar global residential battery battery installations deployed to date) (>2m homes) demand in 2019 (70k) by 2025 ∙ Market Dynam
Slide 9: Grid Edge Proof of Concept "Sun Smart"
Grid Edge Proof of Concept “Sun Smart” 70% Solar-power microgrid ∙ Use of Landis+Gyr’s Solution delivered a ∙ ∙ Expected yearly savings per trial in Warranyjarri technology reduction of CO 2 and consumer compared to Broome Western Australia excess renewable energy traditional network for charging ba
Slide 10: Focus Point: India
Focus Point: India USD 19% 5th +175k 86.1bn Estimated cost to Indian ∙ Estimated ∙ Ranking for installed ∙ Additional Gridstream ∙ economy due to distribution losses capacity of renewable AMI meters connected inefficiencies / distortions 1 energy globally under RF canopy across energy sector ∙ Marke
Slide 11: Focus Point: South East Asia
Focus Point: South East Asia 215m +80% >1m >6m ∙ Electricity meters installed Expected energy demand ∙ ∙ Additional smart endpoints Number of AMI units that ∙ base across the region growth from 2015 to 2040 contracted in Hong Kong were open for tender in 2019 ∙ Market Dynamic and Customer Challenges
Slide 12: Asia-Pacific Positioning for Success
Asia-Pacific Positioning for Success Grow on the back of emerging AMI Continue to build out competitive market Margins will continue to improve opportunities across the region offering for targeted opportunities. through a combination of value through close customer relationships Expand market offer
Slide 13: Glossary
Glossary AMI Advanced metering infrastructure IPv6/v4 Internet protocol version 6/4 CAGR Compound Annual Growth Rate JV Joint venture CMD Capital Markets Day KPI Key performance indicator CO2 Carbon dioxide MDMS Meter data management system CPP Critical peak pricing NB-IoT Narrowband IoT CSR Corpora
Slide 14: Dates and Contacts
Dates and Contacts Contact Investor Important Dates CMD Documents Relations Release of FY 2019 Results: Stan March – New York May 6, 2020 SVP Group Communications and Investor Relations Publication of Phone +1 678 258 1321 Annual Report 2019: Stan.March@landisgyr.com May 28, 2020 Christian Waelti –