Georg Fischer Ag · SIX:GF
Georg Fischer — Investor Day (November 2025)
13 slides from Georg Fischer's investor day presentation, Nov 4, 2025
Slide 1: Will AI run the world dry?
Schaffhausen, 4 November 2025 Will AI run the world dry? Antoine Walter, Senior Business Development Manager © GF v3.3
Slide 2: Will AI run the world dry?
Capital Markets Day 2025 Will AI run the world dry? One bottle of water Consumed by AI for every 100-word response 622 billion liters of water will be consumed by Data Centers in 2025 Water-scarce areas are massively used for the construction of new data centers (160 in the US alone over the past 3
Slide 3: Will AI run the world dry? Facts beyond the smoke
Capital Markets Day 2025 Will AI run the world dry? You probably heard this about Data Centers and AI … ... but what are the facts, beyond that smoke? 1200 « Billions of Liters » 1000 « The equivalent of 2500 Olympic swimming pools » 800 « More water than needed for 17 million inhabitants » 600 … or
Slide 4: The main challenge is not quantity but geography
Capital Markets Day 2025 The main challenge is not quantity but geography Data centers are highly distributed The primary drivers for a data center’s localization are energy and network, not water 50% of data centers today are installed in high water stress areas (which will rise to 58% by 2050) Sim
Slide 5: Let's zoom out to the two real problems for a second
Capital Markets Day 2025 Let’s zoom out to the two real problems for a second The world’s water infrastructure We use water only once is rapidly decaying x 30 – 35% of the world’s potable water never Only 4 – 5% of the world’s wastewater reaches any user is reused We’re losing high-end water to We’r
Slide 6: A rapidly decaying water infrastructure
Capital Markets Day 2025 A rapidly decaying water infrastructure Infrastructure is on its edge U.S. Water Infrastructure Crisis: Drinking water, wastewater, and stormwater systems score poorly (C-, D+, D), with a USD 3.7 trillion funding gap projected by 2044.1 Europe’s Investment Need: EUR 300 bill
Slide 7: Is a 12% investment increase enough to solve water infrastructure?
Capital Markets Day 2025 Is a 12% investment increase enough to solve water infrastructure? No Yes If you want to fully revamp the infrastructure and build it new If you go for clever approaches instead © GF v3.3 7 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 8: Is a 12% investment increase enough to solve water infrastructure?
Capital Markets Day 2025 Is a 12% investment increase enough to solve water infrastructure? The infrastructure funding gap is always calculated on the hypothesis to NeoFlow « rebuild the same & new » but the World voted with its wallets against this Pressure managing valve option. Managing the press
Slide 9: New sources of Funding: Amazon, Google, Meta, Microsoft
Capital Markets Day 2025 New sources of Funding: Amazon, Google, Meta, Micosoft … Every major data Center operator has a water stewardship target: ▪ Google - 120% water replenishment Funds water restoration projects and partners on watershed initiatives. ▪ Meta - water-positive by 2030 Has funded 40
Slide 10: The second tap: unlocking the potential in wastewater reuse
Capital Markets Day 2025 The second tap: unlocking the potential in wastewater reuse Up to 98% water recycled in semiconductor 65% less energy* manufacturing already 4x less expensive* Increasing driven by permitting Smart & Automated 3x Investment to bring the water use in balance * Compared to sea
Slide 11: GF's specialized options for wastewater reuse
Capital Markets Day 2025 GF’s specialized options for wastewater reuse Reverse Osmosis and Ultrafiltration Ion Exchange Chemical Dosing © GF v3.3 11 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 12: So, is AI thirsty? Yes.
So, is AI thirsty? Yes. But it matters much less than one would fear, granted we approach it right – which requires a flow solutions expert! © GF v3.3 12 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 13: Q&A
Q&A © GF v3.3 13 Schaffhausen, 4 November 2025 | Capital Markets Day