Valmet Corp · OMXHEX:VALMT
Valmet — Investor Day (September 2018)
10 slides from Valmet's investor day presentation, Sep 18, 2018
Slide 1: Market leader focusing on improved customer performance
Market leader focusing on improved customer performance Jari Vähäpesola President, Paper Business Line Capital Markets Day 2018
Slide 2: Paper business line offering
Paper business line offering Board and paper Tissue Board and paper production lines Tissue production lines – Recycled fiber lines – Advantage DCT – Tailor-made OptiConcept machines – Advantage NTT/QRT/eTAD – OptiConcept M modularized machines – Advantage Thru Air (TAD) Rebuilds Rebuilds –
Slide 3: Paper key figures at a glance
Paper key figures at a glance Orders received Net sales Net sales by area Net sales by business unit (EUR million) (EUR million) (last 12 months) (last 12 months) 6% 1,101 25% 22% 1,035 33% 935 784 37% 718 1% 671 673 674 659 647 528 467 31% 45% North America South America EMEA China Tissue Board Pap
Slide 4: Recent development and new products and applications
Recent development Recent development New products and applications • #1 position in tissue, board and paper • 2/3-layer headbox with possibility to feed Customer • Good growth in orders received functional additives • Forming with shoe and blade technology for energy efficient and flexible board pr
Slide 5: Outlook
Outlook Containerboard and tissue are the fastest growing products Consumption ktons p.a. • World demand for paper and board is forecasted to grow 1.3% p.a. in the long term, reaching 250,000 486 million tons in 2030. 200,000 • Consumption growth per paper grade 2016A-2030F: 150,000 - Containerboard
Slide 6: Business opportunities
Business opportunities eCommerce Replacing plastic Emerging markets Global sales in 2017 reached 2017 - Total size of packaging Expected to drive the global USD 2.3 trillion business EUR 600 billion p.a. tissue growth, accounting for Forecasted to grow 141% Fiber based 36% 83% of incremental demand
Slide 7: Actions to improve flexibility, profitability and market share
Actions to improve flexibility, profitability and market share Actions to improve flexibility, profitability and market share • Increase business in low market share countries Customer • Focus on products with low market share • Ensure customer satisfaction Technology • Continue to increase margin b
Slide 8: Customer loyalty with repeat orders
Customer loyalty with repeat orders Case Nine Dragons: Six containerboard making lines in China Six containerboard making lines with modern industrial design. In addition to increasing safety and usability, the board machines are also very energy and resource efficient and suitable for high-speed pr
Slide 9: Improving together
Improving together Case Hayat Kimya: Growing fast in the Middle East Six Advantage DCT 200TS tissue making lines and one major rebuild in four countries within nine years. Cost and energy efficient production with high capacity and tissue product quality. 9 September 18, 2018 © Valmet | Capital Mark
Slide 10: FORWARD
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