Munters Group Ab · OMXSTO:MTRS
Munters Group Ab — Investor Day (2022)
12 slides from Munters Group Ab's investor day presentation, 2022
Slide 1: Global leader in humidity, climate and air quality control
Global leader in humidity, climate and air quality control for mission critical applications Airlech Munters Capital Markets Day @® Munters
Slide 2: Number 1 position in our core markets
Number 1 position in our core markets Key figures Customer distribution order intake ° ~2,500 64% =|Al 22 17% MB Ind. Battery ° Ind. - Food Processing Employees (FTEs) of Group Net Sales production locations countries with sales offices 2% Hl Ind. - Other Growth & Profitability asd Bl Components Cle
Slide 3: We make our customers more sustainable
We make our customers more sustainable CORE We provide solutions for the pharmaceutical industry so medicines maintain their quality and shelf life We supply a large share of the world’s production of lithium-ion batteries for electric cars with ultradry air We provide healthier food to the world by
Slide 4: Sales channels and value proposition
STARR +——~ Sold to OEMs Typically sold to end customers > ~15% ~65% ~20% ~~ LY] fa @ Our value Product quality o) Energy ¢ Tuctededkiver see & performance efficiency = proposition Responsive Application & service solution expertise @® Munters
Slide 5: AirTech on a journey
Airlech on a journey * Capacity expansion - EMEA and decision in US * Successful expansion of Services * Strong top-line growth in both battery and food segments * Strategic acquisition of Hygromedia and Rotorsource * New Airlech organization implemented mid-year * Market leading position gain for b
Slide 6: Strategy aims at strengthening and expanding our core
Strategy aims at strengthening and expanding our core Strengthen Core: * End-customer markets — battery, food processing and Services * Sustainability & Operational excellence * Optimize geographical footprint Expand Core: ! Digital Service I I New Core: * Carbon capture * Humidification ® Munters
Slide 7: Strengthen core — by continued focus on profitable growth in battery
Strengthen core — by continued focus on profitable growth in battery Underlying capacity forecasts continues to trend upwards... ... and we continue to enhance both our offering and capabilities Global lithium ion gigafactory capacity expected to grow 22% the coming 10 years 8000 6000 4000 “anil 202
Slide 8: Capturing the full value chain opportunity
Capturing the full value chain opportunity Additional Opportunities Raw material Raw material mining & handling Environmental RH/T control Even lower dewpoint Additional opportunities rR Service and After-Sales Ld Electrode Cathode and Anode manufacturing Assembly Munters Dry-Room Additional opportu
Slide 9: Global footprint
Buena Vista, US Hygromedia & Rotorsource Greenfield establishment to support battery demand in North America global footprint Hodinin, CZ Completed greenfield establishment to support battery demand in Europe Tobo, SE Block production increase & process optimization Jiang Yin, CH Greenfield establis
Slide 10: Expand our Core - continued investments in boosting our technology core
Expand our Core - continued investments in boosting our technology core innovation areas * Calculation & systems simulation * Value Analysis, Value Engineering, Cost Down * Platform modularization & configuration * Manufacturing processes * Connectivity * Sensors * Smart Controls & Automation * Data
Slide 11: Future AirTech Ambition
Future Airlech Ambition “Undisputed leader in humidity, climate and air quality control for mission critical applications. We provide best in class sustainable solutions across our customers’ value chain.” ORGIES me Easy to work with and deliver beyond customers’ expectations 100% of our new equipme
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