Georg Fischer Ag · SIX:GF
Georg Fischer — Investor Day (September 2019)
24 slides from Georg Fischer's investor day presentation, Sep 25, 2019
Slide 1: Welcome – Capital Market Day 2019
Georg Fischer Ltd Welcome Capital Market Day 2019 Andreas Müller, CEO
Slide 2: Agenda
Agenda 10:00 Welcome and introduction Andreas Müller, CEO 10:15 Sustainability – a part of what we do Mads Joergensen, CFO 10:30 Connected innovations making flow sustainable Joost Geginat, Head of GF Piping Systems 10:50 Solutions for the future of mobility Carlos Vasto, Head of GF Casting Solution
Slide 3: New Innovation Center – Milling Manufacturing
New Innovation Center – Milling Manufacturing The beginning … … completed 3 Capital Market Day | 25 September 2019 | Andreas Müller
Slide 4: Technology Day 2016
Technology Day 2016 Cool Fit E-Mobility Laser Applications 4 Capital Market Day | 25 September 2019 | Andreas Müller
Slide 5: Innovations for tomorrow
Innovations for tomorrow 5 Capital Market Day | 25 September 2019 | Andreas Müller
Slide 6: Contributing to everyone's life
Contributing to everyone's life 6 Capital Market Day | 25 September 2019 | Andreas Müller
Slide 7: Innovation – a value driver for >200 years
Innovation – a value driver for >200 years … Part Inspector Sensors Cool Fit HPDC SiBoDur Hycleen AM PVC / SYGEF PE HSM Tangit EDM ELGEF Plastics Molding Georg Fischer founded in Schaffhausen 1802 today 7 Capital Market Day | 25 September 2019 | Andreas Müller
Slide 8: … remaining a key pillar of our strategy
… remaining a key pillar of our strategy Widen presence in growth markets, Shift divisions’ portfolio Drive innovation excellence Objectives adapt portfolio & footprint in Europe to higher margin businesses and sales proficiency Design Thinking Customer-centered innovation +GF+ +GF+ +GF+ ROIC 20-24%
Slide 9: Global trends …
Global trends … Growing & aging population and urbanization Increasing Environmental environmental relevance 55% 68% 11 Billion 30% 2050 2018 people 1950 by 2100 More than 33% of the world’s drinking water is lost due to leakages Digitalization and miniaturization Increasing demand Increasing precis
Slide 10: … offer opportunities in our segments
… offer opportunities in our segments Safer Cleaner Smaller More complex Lighter More efficient 10 Capital Market Day | 25 September 2019 | Andreas Müller
Slide 11: Our learning culture …
Our learning culture … Agile Design Eco-System Implementation Thinking Universities Industrial Partners Customers & Suppliers Start-ups 11 Capital Market Day | 25 September 2019 | Andreas Müller
Slide 12: … paired with customer collaboration …
… paired with customer collaboration … 12 Capital Market Day | 25 September 2019 | Andreas Müller
Slide 13: … leads to digitally enhanced innovations
… leads to digitally enhanced innovations Track & Trace Operational Excellence Machines Dashboard 13 Capital Market Day | 25 September 2019 | Andreas Müller
Slide 14: Our show cases – solutions for tomorrow
Our show cases – solutions for tomorrow Hycleen Automation and Digital Line Printed aero engine parts Lightweight magnesium parts Real time monitoring solutions in EDM and Milling 14 Capital Market Day | 25 September 2019 | Andreas Müller
Slide 15: Sustainability – a part of what we do
Sustainability – a part of what we do Mads Joergensen, CFO
Slide 16: Sustainability is integrated in our strategy and part of our culture
Sustainability is integrated in our strategy and part of our culture GF Piping Systems GF Casting Solutions GF Machining Solutions UN sustainable development goals Safe & hygienic Reduction of CO2 - Energy-efficiency transport of water emission through through state-of-the lightweight design & art m
Slide 17: Urbanization drives need for piping systems
Urbanization drives need for piping systems Urban infrastructure needs Substantial water loss reduction in Brazil 55% 68% 30% 2050 2018 1950 Replacement of 760 km of networks Reduction of water loss by -17% Annual savings of 75 billion More than 33% of the world’s liters of water p.a. drinking water
Slide 18: Increased environmental regulations drive demand for lighter components
Increased environmental regulations drive demand for lighter components CO2-regulations EU Significant CO2 reduction Previous sheet Lightweight cast solution metal part 9.6 kg developed by GF 4.2 kg 130 by 2015 95 by 2021 81 by 2025 Weight reduction by 56% per vehicle: 59 Reduced CO2 -emissions over
Slide 19: Cost focus and eco regulations drive demand for micro-machined turbine components
Cost focus and eco regulations drive demand for micro-machined turbine components Demand for efficient turbines More than 30% efficiency increase Ventilation NOx micro-holes improve Noise performance and efficiency CMC Efficiency 2/3 lighter with 20% higher CMC is temperature resistance 19 Capital M
Slide 20: Sustainability investments in production facilities world-wide
Sustainability investments in production facilities world-wide … On site collection of filter Silver certification under dust – provided at GF site the LEED 2009 rating in Traisen (Austria) to the system for GF Linamar nearby cement plant for site in Mills River (USA). co-processing Energy-efficient
Slide 21: … and in our people - social responsibility is at the heart of GF
… and in our people - social responsibility is at the heart of GF Safety first! Employer attractiveness • Occupational Health and Safety carries Efforts to enable flexible Continuous work on the highest priority at GF working models and modernizing the production • Zero Risk campaign and accompanyin
Slide 22: Among the first to report on sustainability
Among the first to report on sustainability … 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 22 Capital Market Day | 25 September 2019 | Mads Joergensen
Slide 23: Thank you!
Thank you! ++ +GFt
Slide 24: Disclaimer
Disclaimer This document is for presentation purposes only and should not be construed as an offer, invitation or solicitation to subscribe for, purchase or sell any investment. Neither it nor anything it contains shall form the basis of any contract whatsoever. Opinions expressed herein reflect the