Munters Group Ab · OMXSTO:MTRS
Munters Group Ab — Investor Day (May 2019)
11 slides from Munters Group Ab's investor day presentation, May 2019
Slide 1: Capital Markets Day 2019 – Towards Full Potential
CAPITAL MARKETS DAY 2019 Towards Full Potential 1
Slide 2: Agenda – platform for today and the future
Agenda – platform for today and the future CEO – Munters Towards Full Potential • A strong company – but disappointing performance since IPO • Global player in niche markets • Full Potential Program to seize opportunities Global Operations – Building a customer-oriented and scalable platform AirTech
Slide 3: Disappointing development since the IPO in 2017
Disappointing development since the IPO in 2017 Net Sales – solid growth over period EBITA – weak performance since 2017 Share price development below peers bSEK mSEK 8.000 +9% 900 -8% 7.122 801 7.000 6.604 800 +20% +59% 6.040 700 675 676 6.000 5.399 585 600 5.000 4.216 500 4.000 400 3.000 316 300 2
Slide 4: In Munters, I saw a company with a great proposition, and potential…
In Munters, I saw a company with a great proposition, and potential… AirTech FoodTech Size of core markets (CAGR): Size of core markets (CAGR): +5% +6-7% 2018 2021 2018 2021 #1 Lithium #1 Processing (food etc.) #1 Broiler #1 Layer #1 Supermarkets #2 Pharma #1 Food chain SW #2 Swine 4
Slide 5: ...however a number of internal constraints hindered our performance
...however a number of internal constraints hindered our performance Suboptimal prioritization of Suboptimal organizational structure resources and capital Dispersed product portfolio Insufficient customer focus Unclear performance culture Overly centralized structures 5
Slide 6: Executing the Full Potential Program our top-most priority
Executing the Full Potential Program our top-most priority PHASE 1: STABILITY PHASE 2: PROFITABILITY PHASE 3: GROWTH Secure stable and profitable Improve performance Accelerate growth in platform attractive segments and geographies 6
Slide 7: Agenda – platform for today and the future
Agenda – platform for today and the future CEO – Munters Towards Full Potential • A strong company – but disappointing performance since IPO • Global player in niche markets • Full Potential Program to seize opportunities Global Operations – Building a customer-oriented and scalable platform AirTech
Slide 8: Sustainable climate solutions for demanding industrial and agricultural applications
Sustainable climate solutions for demanding industrial and agricultural applications 8
Slide 9: Sustainable climate solutions – Critical to customers' success
Sustainable climate Critical to customers’ Sustainable Climate solutions success Solutions Our goal is to provide energy-efficient, safe and Munters’ customers operate in complex, reliable climate solutions where control of moisture demanding environments. We provide the right content and temperatur
Slide 10: We make a difference for the world
We make a difference for the world “2 of every 3 stents used to relieve heart conditions are “Munters climate solutions “Munters’ climate solutions manufactured in stable contribute to more than 1 of 7 are behind half of the world’s environments enabled by meals around the world batteries for electr
Slide 11: Munters' growth opportunity is fuelled by strong megatrends for sustainability
Munters' growth opportunity is fuelled by strong megatrends for sustainability Energy and Sustainable food Clean Air resource efficiency • Electricity consumption • Food traceability • Sulphur oxides pollution Munters reduction elimination • Hygienic processing solutions • Energy recovery • Volatile