Chart Industries, Inc. · NYSE:GTLS
Chart Industries — Investor Presentation (November 2010)
16 slides from Chart Industries's investor presentation, Nov 15, 2010
Slide 1: Chart 2010 Investment Highlights
Exhibit 99.1 Chart 2010 Investment Highlights
Slide 2: Disclosure
Disclosure Forward-Looking Statements: This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. The use of words such as “may”, “might”, “should”, “will”, “expect”, “plan”, “anticipate”, “believe”, “estimate”, “project”, “for
Slide 3: Company Overview
Company Overview Chart Industries is a leading provider of highly engineered cryogenic equipment for the hydrocarbon, industrial gas, and biomedical markets. Technology leader - energy industry is the largest end-user of Chart’s products Leading position - #1 or #2 in all primary markets served Glob
Slide 4: Strong Track Record of Successful Execution
Strong Track Record of Successful Execution 800 160 Last Growth Cycle CAGR (2004-2008) During last growth cycle Company leveraged 700 140 Sales 25% its flexible manufacturing platform resulting in operating income growth that outpaced sales Oper. Inc. 38% 600 120 Flexible cost structure and good exe
Slide 5: Energy & Chemicals (E&C) Segment Overview
Energy & Chemicals (E&C) Segment Overview Selected Products Sales by Product / Region * RoW Production Cold Boxes and 20% LNG VIP U.S. 32% 36% Americas (Non-US) 5% Heat Exchanger Heat Europe Exchangers Asia 1% 68% 38% * Based on 2009 data Highlights Technology leader - providing heat exchangers and
Slide 6: Distribution & Storage (D&S) Segment Overview
Distribution & Storage (D&S) Segment Overview Selected Products Sales by Product / Region * LNG Terminals Distribution Beverage Liquid and Vehicle Fuel CO Systems Americas RoW 2 Systems 7% 8% (Non-US) 5% 7% Parts, Repair and On- Site Service Asia 11% 13% U.S. VIP, Systems 49% and Components 6% Packa
Slide 7: BioMedical Segment Overview
BioMedical Segment Overview Selected Products Sales by Product / Region * Other Americas End-Use Consumption Respiratory 5% (Non-US) Therapy 9% Systems 46% Asia 10% U.S. 34% Stainless Steel Freezer Biological Storage Systems Europe 49% 47% * Based on 2009 data Highlights Portable Oxygen Strong growt
Slide 8: Global Natural Gas Production and Demand
Global Natural Gas Production and Demand Source: ExxonMobil – Outlook for Energy, A View to 2030 Growing industry - natural gas demand is expected to continue to grow at a pace faster than coal and oil, and will be heavily weighted towards emerging economies, which is expected to drive demand for Ch
Slide 9: China LNG Demand Outlook
China LNG Demand Outlook Source: Company Estimates Source: ExxonMobil – Outlook for Energy, A View to 2030 Dramatic increase in imported LNG in China has already begun and is expected to accelerate, with China aggressively investing in LNG infrastructure, including LNG transportation and storage equ
Slide 10: LNG “Virtual Pipeline” and Transportation Fuel
LNG “Virtual Pipeline” and Transportation Fuel Natural gas penetration – increasing as a viable energy source and transportation fuel due to its high energy density, lower costs and low emissions Broad product offering - Chart provides products and solutions for the full LNG value chain: LNG liquefi
Slide 11: Organic Growth Opportunities – E&C
Organic Growth Opportunities – E&C Significant exposure to expected global energy demand growth, especially in emerging economies North American Natural Gas processing Small-mid and base load LNG global projects Environmental legislation and alternative energy opportunities Source: Gasification Tech
Slide 12: Organic Growth Opportunities – D&S
Organic Growth Opportunities – D&S Global relationships with major industrial gas companies and distributors World demand for industrial gases is forecast to increase 8% annually to over $52 billion in 2014 * Supply of equipment for LNG virtual pipeline, and fuel tanks for heavy duty vehicles and ma
Slide 13: Organic Growth Opportunities– BioMedical
Organic Growth Opportunities– BioMedical Oxygen respiratory therapy growth with aging demographics, especially in emerging markets Expansion of product portfolio to non-delivery modalities Increasing biological research expenditures New product development 12
Slide 14: M&A Growth Initiatives
M&A Growth Initiatives Invested $78 million in seven acquisitions completed over the past five years adding over $150 million in sales with all acquisitions being accretive to earnings Current economic environment continues to provide acquisition opportunities for Chart, especially with its strong b
Slide 15: Global Manufacturing and Distribution Platform
Global Manufacturing and Distribution Platform Manufacturing facilities are strategically located in lower-cost countries and near centers of demand Operating leverage provides the flexibility to expand and reduce capacity as needed with minimal capital expenditures North America Europe Asia-Pacific
Slide 16: Summary of Investment Highlights
Summary of Investment Highlights Chart represents a unique investment opportunity to capitalize on the return of strong growth in the markets it serves Positioned for continued significant growth as markets continue to recover – Substantial organic growth expected, especially in China and across Asi
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