Huber + Suhner Ag · SIX:HUBN
Huber + Suhner — Investor Presentation (2020)
69 slides from Huber + Suhner's investor presentation, Jun 26, 2020
Slide 1: HUBER+SUHNER
HUBER:+SUHNER
Slide 2: Facts & figures
Facts & figures 2020 | Company presentation 2
Slide 3: The three dimensions of our business
The three dimensions of our business 2020 | Company presentation 3
Slide 4: Company history
Company history 1882 Founding of Aktiengesellschaft 2016 Acquisition of Polatis 2019 R. & E. HUBER in Pfäffikon Cambridge, UK Acquisition of antenna and Bedford, USA business (rail, bus, special communications) from Kathrein 2012 Acquisition of Astrolab Warren, USA 1864 2017 Acquisition of Inwave Fo
Slide 5: Key figures at a glance
Key figures at a glance 2019 Net sales EBIT Employees (MCHF) (MCHF) worldwide 830.6 80.5 4823 EBIT in percent Shareholders’ Employees of net sales equity (%) Switzerland 9.7 78.4 1256 2020 | Company presentation 5
Slide 6: Organisation
Organisation HUBER+SUHNER AG * Member of the Executive Board Board of Directors HUBER+SUHNER Group * Personal Assistant CEO Urs Ryffel Corinne Giannini Human Resources CHRO Patricia Stolz * Business Development Res Schneider Finance / Legal / Global Sourcing * Corporate Communications CCO Patrick Kö
Slide 7: Strong shareholder base
Strong shareholder base Approx. 4,800 shareholders Significant shareholders Institutional Significant shareholders (>3%)* Private investors 24% Not registered 32% • Metrohm AG 10.6% • EGS Beteiligungen AG 9.2% • S. Hoffmann-Suhner 6.2% • Norges Bank 3.7% 24% • Huwa Finanz- und Beteiligungs AG 3.2% 2
Slide 8: Net sales of MCHF 830.6 – 2019 distribution
Net sales of MCHF 830.6 – 2019 distribution by region by technology segment by market 6% 20% 33% 33% 32% 38% 44% 30% 34% 30% EMEA Radio Frequency Communication Asia-Pacific Fiber Optics Transportation Americas Low Frequency Industrial Switzerland 2020 | Company presentation 8
Slide 9: Global network
Global network Sales, engineering and production Countries with HUBER+SUHNER representation Sales locations Production plants 2020 | Company presentation 9
Slide 10: Sales regions
Sales regions Local expertise for individual customer solutions NEU Northern Europe ESEA Eastern and Southern NAM DACH Europe, Africa Germany, Austria, North America Switzerland NAS North Asia SAM South America SAS ASEA Australia, South Asia Southeast Asia 2020 | Company presentation 10
Slide 11: Our Fundamentals
Our Fundamentals 2020 | Company presentation 11
Slide 12: Our Fundamentals
Our Fundamentals 2020 | Company presentation 12
Slide 13: Our Fundamentals
Our Fundamentals 2020 | Company presentation 13
Slide 14: The dimensions of our vision
The dimensions of our vision 2020 | Company presentation 14
Slide 15: The dimensions of our vision
The dimensions of our vision To be connected is a prerequisite for the functioning of our globalised economy and society. It is also a basic human need. With our connectivity solutions, we help our customers to bring people closer together. Today and beyond. 2020 | Company presentation 15
Slide 16: The dimensions of our vision
The dimensions of our vision We operate globally in three target markets and three technologies. This is our 3x3 strategy. We align the company with the relevant trends regarding market positioning, company culture, and value creation. We generate sustainable added value for all our stakeholders wit
Slide 17: The dimensions of our vision
The dimensions of our vision Our values promote entrepreneurial spirit and are based on respect for people. Trust We give and expect trust Care We take responsibility towards employees, society, and the environment Passion We strive beyond the expected Transparency We collaborate openly and honestly
Slide 18: Our strategic focus
Our strategic focus 2020 | Company presentation 18
Slide 19: Our strategic focus
Our strategic focus We strive for a balanced and focused diversification of our business at all times by managing our current business and developing new opportunities for the future. • Core markets • Growth initiatives • Opportunities with growth potential 2020 | Company presentation 19
Slide 20: Our ambition
Our ambition 2020 | Company presentation 20
Slide 21: Our ambition
Our ambition Our ambition is to maintain a best-in-class position within our industry. In the face of ever-changing needs and market trends we operate with agility and are action-oriented in these three key areas. • Hold a strong position in target markets • Operational excellence • Be a leader in t
Slide 22: Our customers and markets
Our customers and markets 2020 | Company presentation 22
Slide 23: Customers: Needs and expectations
Customers Needs and expectations With our global sales organisation we are close to our customers. Through this presence, we achieve an outstanding customer knowledge that enables us to provide our customers an excellent end-to-end experience. The customer’s needs are thereby the highest priority in
Slide 24: Customers: Needs and expectations
Customers Needs and expectations We also want to be successful in the future and therefore manage the company with foresight. Together with the sustainable, socially committed vision, we lead the company purposefully into the future. In an ever-changing environment, human needs create trends that of
Slide 25: Markets and customers
Markets and customers 2020 | Company presentation 25
Slide 26: 2020 | Company presentation
2020 | Company presentation 26
Slide 27: Our solutions for the Communication market
Our solutions for the Communication market In-building communication – RF, FO Data center – FO • Fiber in the Home • Wireless in-building coverage Mobile communication – RF, FO • Base station • Macro cells • Small cells Fixed network – FO • Central office • Fiber to the Home 2020 | Company presentat
Slide 28: Our solutions for the Transportation market
Our solutions for the Transportation market Communication-based train Rolling stock control / train-to-ground RF, FO, LF communication – RF, FO, LF Railway stations RF, FO, LF Wireless communication for Conventional, electric and buses and trucks – RF hybrid vehicles – LF 2020 | Company presentation
Slide 29: Our solutions for the Industrial market
Our solutions for the Industrial market Aerospace & Defense RF, FO, LF Further niches – RF, FO, LF • Medical • Offshore • Industrial automation Energy – RF, FO, LF Test & Measurement – RF 2020 | Company presentation 29
Slide 30: Strategic focus
Focused strategy aligned with megatrends Security Super-safe- society Mobility Big data Autonomous driving Connectivity Third places Industry 4.0 Open innovation Wearables Big data E-mobility Industry 4.0 Knowledge culture Augmented reality Real digital Mobile commerce New work Strategic Open Open i
Slide 31: Strategic focus
Strategic focus 2020 | Company presentation 31
Slide 32: The dimensions of our strategic focus
The dimensions of our strategic focus Opportunities with Core markets Growth initiatives growth potential We strive for a balanced and focused diversification of our Radio CEM •… Aerospace & Defense business at all times by Frequency Test & Measurement •… managing our current business and developing
Slide 33: The dimensions of our strategic focus
The dimensions of our strategic focus Opportunities with Core markets Growth initiatives growth potential We strive for a balanced and focused diversification of our Radio CEM •… Aerospace & Defense business at all times by Frequency Test & Measurement •… managing our current business and developing
Slide 34: Core markets
Core markets Opportunities with Core markets Growth initiatives growth potential Core markets are our foundation. Their turnover is Radio CEM •… Aerospace & Defense crucial to secure the company Frequency Test & Measurement •… we have today in terms of size and setup. Our aim is to be in • … MCI Cel
Slide 35: Core market: Communication equipment manufacturers
Core market Communication equipment manufacturers 2020 | Company presentation 35
Slide 36: Communication equipment manufacturers
Communication equipment manufacturers Extending network coverage and capacity at competitive costs and at a fast pace is made possible by partnering with our customers in technology and innovation. 2020 | Company presentation 36
Slide 37: Core market: Communication equipment manufacturers (CEM)
Core market Communication equipment manufacturers (CEM) Market trends HUBER+SUHNER HUBER+SUHNER differentiation solutions • Consolidation in CEM market • Technology and innovation • RF board connectivity and • Asia leading the way on price and • Best TCO (performance vs cost) antenna interfaces tech
Slide 38: Core market: Railway
Core market Railway 2020 | Company presentation 38
Slide 39: Railway
Railway Trains have become highly complex and connected systems running at high speeds. Comprehensive connectivity solutions ensure efficiency, reliability, and safety. 2020 | Company presentation 39
Slide 40: Core market: Railway
Core market Railway Market trends HUBER+SUHNER HUBER+SUHNER differentiation solutions • Consolidation in the rolling stock industry • Widest portfolio of railway cables • Energy and signal cables progressing • Highest performing cables regarding • Inter-vehicle jumpers and cable systems • Standardis
Slide 41: Core market: Test & Measurement
Core market Test & Measurement 2020 | Company presentation 41
Slide 42: Test & Measurement
Test & Measurement The functioning of our increasingly high-tech world relies on constant testing and measurement. Reliable performance at high speed, in high frequencies and under all conditions is what our components stand for. 2020 | Company presentation 42
Slide 43: Core market: Test & Measurement (T&M)
Core market Test & Measurement (T&M) Market trends HUBER+SUHNER HUBER+SUHNER differentiation solutions • Automated testing • Best signal integrity and lowest loss • Lab and factory test leads • High-speed digital testing • Space-saving • Network test leads • Higher frequencies • Highest mating cycle
Slide 44: Core market: WAN / Access networks
Core market WAN / Access networks 2020 | Company presentation 44
Slide 45: WAN / Access networks
WAN / Access networks Bringing high-speed internet into every home is becoming a global commodity. Ensuring the expandability of fiber networks at low costs and with high efficacy is what helps to make this happen. 2020 | Company presentation 45
Slide 46: Core market: WAN / Access networks
Core market WAN / Access networks Market trends HUBER+SUHNER HUBER+SUHNER differentiation solutions • Fiber network growing closer to and into • Modularity, density, customisation • Fiber solutions for central office the homes (FTTH) • Ease of use • Outside plant • Competition between countries/regi
Slide 47: Core market: Cell Site
Core market Cell Site 2020 | Company presentation 47
Slide 48: Cell Site
Cell Site High volumes and increasing cost pressure demand continuous improvements in efficiency. Integrated solutions reduce installation costs and create competitive advantages for our customers. 2020 | Company presentation 48
Slide 49: Core market: Cell Site (CS)
Core market Cell Site (CS) Market trends HUBER+SUHNER HUBER+SUHNER differentiation solutions • New spectrum, higher frequencies • One-stop-shop including kitting and supply • Complete connectivity for macro and • Centralised radio access network (C-RAN) chain flexibility small cells, DAS, front- and
Slide 50: Growth initiatives
Growth initiatives Opportunities with Core markets Growth initiatives growth potential Growth initiatives have been identified based on their potential Radio CEM •… for future profitable growth and Frequency Test & Measurement Aerospace & Defense •… their strategic fit. In order to succeed we ensure
Slide 51: Growth initiative: Electric Vehicles
Growth initiative Electric Vehicles 2020 | Company presentation 51
Slide 52: Electric Vehicles
Electric Vehicles Cutting emissions and making our mobility more sustainable is driving the worldwide need for space- saving and safe, weight- saving connectivity systems in electric vehicles. 2020 | Company presentation 52
Slide 53: Growth initiative: Electric Vehicles
Growth initiative Electric Vehicles Market trends HUBER+SUHNER HUBER+SUHNER differentiation solutions • Trend to e-mobility irreversible • Space- and weight-saving design • RADOX® screened power cables up to • All major OEMs now have an EV strategy • Temperature stability 1000V • China is pushing EV
Slide 54: Growth initiative: Aerospace & Defense
Growth initiative Aerospace & Defense 2020 | Company presentation 54
Slide 55: Aerospace & Defense
Aerospace & Defense Ensuring uncompromised reliability under extreme conditions while at the same time reducing size, costs and weight calls for highly robust connectivity solutions in aerospace and defense. 2020 | Company presentation 55
Slide 56: Growth initiative: Aerospace & Defense
Growth initiative Aerospace & Defense Market trends HUBER+SUHNER HUBER+SUHNER differentiation solutions • High, increasing defense budgets • Highest reliability • RF connectors and cables • Internet access via satellites • Electrical and mechanical performance • Cable assemblies (New Space) • RF sys
Slide 57: Growth initiative: Data Center
Growth initiative Data Center 2020 | Company presentation 57
Slide 58: Data Center
Data Center Simplicity is the key to developing compact, easy- to-install and expandable data center solutions in an ever-growing market. 2020 | Company presentation 58
Slide 59: Growth initiative: Data Center
Growth initiative Data Center Market trends HUBER+SUHNER HUBER+SUHNER differentiation solutions • Doubling of data traffic / 3 years • Packing density and ease of installation • Fiber and copper cabling • Co-location and cloud market rapidly • Reliability in operation • Fiber management systems grow
Slide 60: Growth initiative: Small Cells
Growth initiative Small Cells 2020 | Company presentation 60
Slide 61: Small Cells
Small Cells Installing with high speed is crucial for the success of small cell antennas in dense or temporary environments. 2020 | Company presentation 61
Slide 62: Growth initiative: Small Cells
Growth initiative Small Cells Market trends HUBER+SUHNER HUBER+SUHNER differentiation solutions • Network consolidation • Fast installation • FO, RF, LF connectivity solutions • Coverage inside buildings • Small form factor • Antennas • New players • One-stop-service und kitting • Passive and active
Slide 63: Opportunities with growth potential
Opportunities with growth potential Opportunities with Core markets Growth initiatives growth potential Opportunities with growth potential are attractive business Radio CEM •… Aerospace & Defense •… ideas at an early stage. They Frequency Test & Measurement prove either to have the prospect to beco
Slide 64: Our way forward
Our way forward Niche Opportunities with Growth Core growth potential initiatives markets High EBIT Low volume •… Radio •… Frequency Market and High EBIT Megatrends application High volume •… Fiber initiative •… Optics Low EBIT Low volume •… Low •… Frequency Stop 2020 | Company presentation 64
Slide 65: Ambition
Ambition 2020 | Company presentation 65
Slide 66: Hold a strong position in target markets
Hold a strong position in target markets We provide reliable quality products and • Reliable products and services • High-quality, broad product range services which generate the highest • Consistently high quality added value for our customers. Our • Fast and reliable global service profound knowle
Slide 67: Be a leader in technology and innovation
Be a leader in technology and innovation Innovation in our company targets three Product care • Improve functionality different fields to ensure the high degree of • Reduce costs Product 1 differentiation of our connectivity solutions: • Range adjustments improvement of existing products in terms Ex
Slide 68: Operational excellence
Operational excellence The basis of operational excellence is our • Global production network • Technology centres and local assembly plants with high outstanding manufacturing expertise. Our manufacturing expertise and customer proximity differentiated and flexible supply chain • Global sourcing ne
Slide 69: Connecting – today and beyond
Connecting – today and beyond