Exel Composites Oyj · OMXHEX:EXEL

Exel Composites Oyj — Investor Day (2023)

13 slides from Exel Composites Oyj's investor day presentation, 2023

1. Slide 1: Increasing share of wallet to grow profits in tailored business

   Capital Markets Day 2023 Increasing share of wallet to grow profits in tailored business Olli Tevä Senior Vice President, Sales and Marketing

2. Slide 2: Disclaimer

   Disclaimer This presentation contains forward-looking statements. These statements relate to future events of Exel Composites’ future financial performance, including but not limited to strategic plans, potential growth, expected capital expenditures, future cash sources and requirements, liquidity

3. Slide 3: Tailored business will have healthy growth

   Tailored business will have healthy growth Historical and expected growth of the addressable market, BEUR +6% p.a. ~4.0 CAGR CAGR ’17-’22 ’22-’27 +5% p.a. ~3.0 Other +9% +7% ~2.0 applications ~2.3 ~1.4 ~0.9 ~0.8 Transportation +3% +4% ~0.7 ~0.6 Building & ~1.2 +3% +5% infrastructure ~0.8 ~0.9 2017 2

4. Slide 4: Exel's stronghold, carbon fiber pultrusion: Growing number of high value add applications

   Exel's stronghold, carbon fiber pultrusion: Growing number of high value add applications Tripods Drones Airships Arrows Unique aesthetic and weight savings, Thin-wall lightweight tubes to meet the High mechanical strength and stiffness Extreme thin-walls and stringent stiffness for stability high-s

5. Slide 5: Application engineering helping customer to apply composites

   Application engineering helping customer to apply composites Challenge Customers are unfamiliar with composite material possibilities and restrictions & unable to specify optimal solution 4 Exel Composites CMD 2023

6. Slide 6: Application engineering helping customer to apply composites

   Application engineering helping customer to apply composites OEM OEM (Customer) (Customer) Exel way Product Ideation and Profile Profile design Conventional discovery planning development way Composite OEM supplier (Customer) 5 Exel Composites CMD 2023

7. Slide 7: Increase share of wallet by closing the gap in value stream

   Increase share of wallet by closing the gap in value stream Challenge Customers are unfamiliar with composite material post processing 6 Exel Composites CMD 2023

8. Slide 8: Increase share of wallet by closing the gap in value stream

   Increase share of wallet by closing the gap in value stream Customer Conventional way 7 Exel Composites CMD 2023

9. Slide 9: Increase share of wallet by closing the gap in value stream

   Increase share of wallet by closing the gap in value stream Customer Conventional way Customer Value- added approach 8 Exel Composites CMD 2023

10. Slide 10: Case: KONE UltraRope

    Case: KONE UltraRope® Photo source: KONE Jeddah tower: 660 m Closeup: UltraRope® Manufacturing at elevator rise elevator application Exel Composites 9 Exel Composites CMD 2023

11. Slide 11: Focused factories: shorter time to market and profitability

    Focused factories: shorter time to market and profitability Focused factories FACTORY 1 Application 1 Product 1 Product 1 Value-add 1 Application 2 Product 2 Application 1 Product 2 Value-add 2 Application 3 Product 3 Application 2 Product 3 Value-add 3 Application 4 Product 4 Application 3 Product

12. Slide 12: Increasing share of wallet to grow profits in tailored business

    Increasing share of wallet to grow profits in tailored business Utilize strongholds Engineering Value adding services Faster time to market Bigger productions units 11 Exel Composites CMD 2023

13. Slide 13: For Forward Thinkers

    FOR FORWARD THINKERS

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