Slide 1: Sandvik to acquire CAM software company Cambrio
SANDVIK TO ACQUIRE CAM SOFTWARE COMPANY CAMBRIO 1
Slide 2: Safety first
SAFETY FIRST Sandvik‘s objective is zero harm to our people, the environment we work in, our customers and our suppliers. PROTECTIVE FIRST AID ALARM EQUIPMENT KIT EMERGENCY EMERGENCY ASSEMBLY NUMBER EXIT POINT PSYCHOLOGICAL SAFETY 2
Slide 3: A business geared for growth
A BUSINESS GEARED FOR GROWTH HIGH GROWTH RATES EXPECTED IN SANDVIK MANUFACTURING SOLUTIONS FORECASTED MARKET GROWTH 2019-2025, CAGR ~3% 2.5-3% ~2% >10% ≥5% Through an economic cycle organic and M&A SANDVIK MINING & SANDVIK ROCK SANDVIK MANUFACTURING & MACHINING ROCK SOLUTIONS PROCESSING SOLUTIONS SO
Slide 4: SMF in brief
DIVISIONS SEGMENTS SMF IN BRIEF BUSINESS AREA SEGMENT AUTOMOTIVE AERO/SPACE/ 30% DEFENSE Geographic location Worldwide DESIGN AND 24% PLANNING ADDITIVE AUTOMATION MANUFACTURING METROLOGY Headquarters Stockholm, Sweden BRANDS & TRADEMARKS: BRANDS & TRADEMARKS: BRANDS & TRADEMARKS: President Stefan Wi
Slide 5: Expanding our offer above and beyond
EXPANDING OUR OFFER ABOVE AND BEYOND SEPARATION OF MANUFACTURING SOLUTIONS FROM MACHINING SOLUTIONS RELEASES POTENTIAL IN BOTH BUSINESSES – Enhanced growth opportunities as separate businesses – Enhanced focus and speed in execution – Fit-for-purpose governance models and skills-sets – Execute toget
Slide 6: Sandvik Manufacturing Solutions – our three divisions
SANDVIK MANUFACTURING SOLUTIONS – OUR THREE DIVISIONS DIVISION GROWTH x5 ADDITIVE MANUFACTURING DIVISION METROLOGY 2019-2025 CAGR Addressable Serviceable Serviceable SEK market market market Design & Planning 26B 26B 7% Additive Manufacturing 46B 11B *1 20% DIVISION Industrial DESIGN & PLANNING Metr
Slide 7: Design & Planning Automation division
DESIGN & PLANNING AUTOMATION DIVISION MISSION AND STRATEGY MISSION STRATEGY • Automate the manufacturing value chain for small and mid- • The DPA strategy is to build an offering around Computer Aided sized manufacturing companies – and deliver competitive Manufacturing (CAM), Design for Manufactura
Slide 8: Why CAM?
WHY CAM? Complements premium CAM software Improve customers’ productivity 1 tooling business 2 market opportunity 3 through digital manufacturing • Tool selection and productivity • Growing into attractive software • CAM is a center piece in data improvements are made here segment with higher share
Slide 9: Cambrio
CAMBRIO SANDVIK P|
Slide 10: Cambrio in brief
CAMBRIO IN BRIEF OVERVIEW COMPANY PROFILE 2020 MAIN CUSTOMER INDUSTRIES • Cambrio is a leading company with an end-to-end Geographic location: Worldwide portfolio in CAD/CAM software for manufacturing • Automotive Headquarters: Ohio, USA industries • Transportation President: Robert Payne • Energy •
Slide 11: Cambrio value
CAMBRIO VALUE 1 Comprehensive fully integrated solution suites 5 Largest independent solution provider of agnostic solutions capable of interfacing to all major machine types and brands 2 Large and growing addressable market 6 Extensive partnerships with all major stakeholders in the 3 Loyal, blue-c
Slide 12: Cambrio: a perfect strategic fit
CAMBRIO A PERFECT STRATEGIC FIT 01 02 03 04 05 Access to high Global reach within Complements Healthy and profitable Utilize CAM position growth CAM market the market current know-how in customer base to improve offerings through single acquisition the machining process CAMBRIO IS AN ADVANCED AND WE
Slide 13: Transaction overview and financial impact
TRANSACTION OVERVIEW AND FINANCIAL IMPACT
Slide 14: Transaction overview
TRANSACTION OVERVIEW CAMBRIO TRANSACTION • Enterprise value: Not disclosed CONSIDERATIONS • Sellers: Battery Ventures • Estimated closing: Expected to close during the second half of 2021, subject to customary regulatory approvals FINANCIAL • Financial profile: Margin slightly dilutive to Sandvik Ma
Slide 15: Summary
SUMMARY SANDVIK P|
Slide 16: A strategic acquisition in CAM
A STRATEGIC ACQUISITION IN CAM PLAYING A VITAL ROLE IN THE DIGITAL MANUFACTURING PROCESS THE MANUFACTURING VALUE CHAIN: Strong strategic fit Market share in high growth CAM market COMPONENT COMPONENT PRODUCT DESIGN PRODUCTION PREPARATION MACHINING MACHINING VERIFICATION VERIFICATION DESIGN PREPARATI
Slide 17: Questions & Answers
QUESTIONS & ANSWERS SANDVIK P|