Elkem Asa · OSL:ELK
Elkem Asa — Nordea - Opportunities in automotive (January 2020)
13 slides from Elkem Asa's conference presentation, Jan 17, 2020
Slide 1: Opportunities in automotive
Elkem ASA Opportunities in automotive CFO Morten Viga 17 January 2020
Slide 2: More than 110 years of history as a technology provider
Elkem More than 110 years of history as a technology provider Founded in 1904 by Sam Eyde Listed on Oslo stock exchange since March 2018 Total operating income EBITDA EBITDA margin Head office in Norway Employees worldwide R&D centres in Norway, France and China NOK 25.9 bn. NOK 5.8 bn. 22% 29 plant
Slide 3: Four strong business areas all with attractive positions towards automotive
Four strong business areas all with attractive positions towards automotive Silicones Silicon Materials Foundry Products Carbon BNOK 13.1 BNOK 6.6 BNOK 5.1 BNOK 1.9 50% of 23% of 20% of 7% of group sales group sales group sales group sales End-markets End-markets End-markets End-markets Paper & Fi
Slide 4: Strong position based on competitive strengths
Strong position based on competitive strengths Broad product portfolio with strong positions Silicones to airbags, gaskets, cables and battery insulation Silicon metal to aluminium used in body structure and other parts Specialty foundry alloys used in engine blocks, brake discs gear boxes e
Slide 5: Ceramic brake discs to high-end segments
Ceramic brake discs to high-end segments High quality product with higher performance Lower weight Higher thermal stability Higher friction coefficient stability Silgrain used for production of ceramic discs due to excellent properties Reduced brake dust Use by luxury brands such as Pors
Slide 6: Well positioned to benefit from market trends
Well positioned to benefit from market trends Growth in EV market Increased demand for batteries and components for electrical powertrains Light weighting Demand for light weight materials and composites to improve fuel efficiency Sensor and electronics Vehicle guidance/support systems (
Slide 7: Growth in EV driving demand for Elkem's products
Projected global production of electric vehicles (passenger and commercial, in millions)1 Growth in EV 300 driving demand for 250 200 Elkem’s products 150 100 Elkem is well positioned to benefit from growth in EVs 50 Silicone solutions to thermal management for battery packs and cables - 2017 20
Slide 8: Growing battery demand gives attractive opportunities
Growing battery demand gives attractive opportunities Exploring market opportunities for graphite and silicon materials in battery cells Graphite is the dominating anode material today Silicon-graphite composite could be the next generation anode materials Pilot plant in Kristiansand to deve
Slide 9: Light weighting increases demand for silicon and ferrosilicon
Light weighting increases demand for silicon and ferrosilicon Silicon to aluminium alloys Aluminium replacing steel in chassis, engine blocks, drivetrain components, lowering the total vehicle weight Strong relationships to key producers Ferrosilicon-based alloys enable use of light cast iro
Slide 10: Sensors and electronics
Sensors and electronics Increased use of sensors and electronics as OEMs respond to consumer demands for a connected and digital experience Silicones used as protective materials Elkem offers a full range of silicone HCR rubber compounds and elastomers Protection of electrical wires and cabl
Slide 11: Sustainability low carbon footprint and life cycle assessment
Sustainability low carbon footprint and life cycle assessment Increased focus from automobile industry on greenhouse gas emissions throughout the value chain, from production, to use and recycling of vehicles Driven by consumer demands for sustainable products Elkem’s production of ferrosilico
Slide 12: Summary
Summary Elkem has a strong position towards automotive Well positioned to benefit from growth in EV market Promising opportunities for battery solutions Strong R&D capabilities to take part in technology development Sustainability in production becoming increasingly more important 12 Oppor
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