Abengoa Sa · OTC:AGOAF
Abengoa Sa — Investor Day (April 2015)
21 slides from Abengoa Sa's investor day presentation, Apr 7, 2015
Slide 1: Vertical Integration to Outperform Competition
Vertical Integration to Outperform Competition ABENGOA New York City & London, April 7 & 9, 2015 Gonzalo Gómez EVP E&C Infrastructure Management Completing Transformation 9th Annual Analyst and Investor Day
Slide 2: Forward-looking Statement
2 Forward-looking Statement This presentation contains forward-looking statements (within the meaning of the U.S. Private Securities Litigation Reform Act of 1995) and information relating to Abengoa that are based on the beliefs of its management as well as assumptions made and information currentl
Slide 3: Agenda: Benefits of vertical integration
4 Agenda Benefits of vertical integration
Slide 4: Benefits of Vertical Integration
5 Development Financing Construction O&M Integration Engineering Procurement/manufact. Risk management Fully integrated value chain to develop competitive advantage and deliver premium returns Own resources for critical activities Solid engineering capacities Procurement global network Manufacturing
Slide 5: Benefits of Vertical Integration
6 Benefits of Vertical Integration Competitiveness Vertical integration allows us to capture margins due to: Economies of scale + insourcing Standardization of components. Beneficial cycle: design – manufacturing – installation decreases price State-of-the-art technology in: Optical components for s
Slide 6: Worldwide manufacturing centers fulfilling the main quality & environmental standards
7 Worldwide manufacturing centers fulfilling the main quality & environmental standards Metal structures Solar plant components Ancillary manufacturing 7 Manufacturing centers ISO 9001, 14001, OHSAS NQA-1 PECAL- 2120
Slide 7: Power structures
ABENGOA 2) ~ Power structures
Slide 8: Power structures: three strategically positioned plants
9 More than 40 years of experience. Three strategically positioned plants 182,000 m2 Facilities >150,000 t Steel production/year ~1.300 Employees Power structures Power transmission towers Structures for substations Telecommunications towers Support structures for solar thermal and photovoltaic plan
Slide 9: Integrated service from engineering to manufacturing, including structure testing
10 We offer an integrated service, from engineering to manufacturing, including structure testing Power structures Engineering Four design centers located in the USA, Spain, India and Mexico, covering all time zones Specialization allows us to give technical advice and adapt our products to clients
Slide 10: Power structures: innovation is an essential part of the business
11 Power structures Innovation is an essential part of the business. In that way we can offer high-tech structures to our clients Abengoa Research is involved in the development of high-tech structures. As a consequence, we can offer the latest technology to develop the most innovative structures in
Slide 11: Agenda: Solar plant components
12 Agenda Solar plant components
Slide 12: Solar plant components: local production and products
Improvement of local economy Job creation Social service Decrease of transportation costs Competitive prices Local production 13 Abengoa is fully able to set up factories to produce solar components in the regions where the projects are being carried out Solar plant components Parabolic trough mirro
Slide 13: Vertical integration in solar thermal projects
14 Solar plant components Vertical integration in solar thermal projects Engineering Extensive engineering capabilities enable us to support our plants with engineering challenges as well as custom designed solutions. Production processes internally developed with key production equipment designed i
Slide 14: Solar plant components: international clients and project experience
15 Solar plant components More than 30 international clients and a large experience in projects Solana 280 MW Mirrors: 899,360 Mirrors: 631,680 Mojave 280 MW USA Khi 50 MW Solaben 4 x 50 MW Heliostat facets: 134,212 Mirrors: 483,840
Slide 15: Agenda: Ancillary manufacturing
16 Agenda Ancillary manufacturing
Slide 16: Ancillary manufacturing: Abengoa's traditional business
17 Abengoa’s traditional business. We have supplied equipment for the auxiliary electrical industry since 1963. Ancillary manufacturing Motor control centers and low voltage power and distribution boards Medium voltage electrical cabinets Measurement, control and protection panels. Electrical rooms
Slide 17: Solutions tailored to each need
18 Solutions tailored to each need Ancillary manufacturing All equipment has a proprietary design which meets the applicable standards and has undergone the necessary testing. Based on the specific project and client, this design is adapted in the internal electrical and mechanical engineering depar
Slide 18: International recognition both within and outside Abengoa
International recognition both within and outside Abengoa Ancillary manufacturing Acknowledgements Best on time Delivery Award 2014-2015, granted by Alstom General Electric Award for Excellence in Efficiency Best New Supplier Award, from General Electric
Slide 19: Agenda: Conclusions
20 Agenda 5 Conclusions
Slide 20: Main Takeaways
21 Main Takeways Differentiation: access to state-of-the-art in technological solutions Competitiveness: superior margins over peers Flexibility: Fast adaptation to changes in environment Security: Independence from third parties in key components Vertical integration generates an important competit
Slide 21: Thank you
Thank you ABENGOA April 7 & 9, 2015