Loomis Ab · OMXSTO:LOOMIS
Loomis Ab — Investor Day (September 2017)
8 slides from Loomis Ab's investor day presentation, Sep 28, 2017
Slide 1: Adding growth through selective M&A
Adding growth through selective M&A Johannes Bäckman Head of M&A
Slide 2: Adding growth through selective M&A in a fragmented market
Adding growth through selective M&A in a fragmented market 50% of growth will come Loomis has growth potential from M&A We have a solid track record Loomis knows how to create value across the Group M&A will support and accelerate Expanding across the value chain expansion in adjacent services
Slide 3: Great opportunities to lead market consolidation
Great opportunities to lead market consolidation A fragmented market 22% and strong position 11% provides consolidation Europe opportunities 44% ~ USD 9% 5 Bn Strong growth potential in Americas 9% our core business as well 46% 23% ~ USD 7 Bn as in new services 16% Existing markets will Asia r
Slide 4: Our M&A criteria focus on existing markets and new technologies
Our M&A criteria focus on existing markets and new technologies SEK 10 Bn in acquisition pipeline New CIT/CMS CIT/CMS technologies in existing in new in mature markets markets markets Bolt-on acquisitions to Preferably higher growth Adding new services strengthen position countries - existing
Slide 5: We know how to create value – tripling EBITA in 3 years
We know how to create value – tripling EBITA in 3 years Revenue Revenue acquired USD M existing business business Switzerland is a mature market with low growth prospects and well run 50 CIT/CMS business The Loomis model of decentralisation Combined and incentivising local management EBITA (18%)
Slide 6: Market maturity: our ambition to transform the Cash Ecosystem
M&A will support our ambition to transform the Cash Ecosystem Loomis strategy is to manage cash across Increased revenue and a wider spectrum of the value chain margin New higher margin IT driven solutions will New Payment be most attractive in mature markets with Digital Systems high labor cost
Slide 7: Cash recycling as a service – Case study Intermarketing
Cash recycling as a service – Case study Intermarketing Retail/Banks >1,000 customers recycling Intermarketing Internal cashier and ERP IT solution installations already in place systems etc Intermarketing in Finland gives credentials hardware and expertise to expand Internal cash eco- system Pr
Slide 8: Adding growth through selective M&A in a fragmented market
Adding growth through selective M&A in a fragmented market 50% of growth will come Loomis has growth potential from M&A We have a solid track record Loomis knows how to create value across the Group M&A will support and accelerate Expanding across the value chain expansion in adjacent services