Thyssenkrupp Ag · XETR:TKA
Thyssenkrupp — Investor Day (December 2013)
22 slides from Thyssenkrupp's investor day presentation, Dec 6, 2013
Slide 1: ThyssenKrupp Elevator Technology: Elevating R&D!
ThyssenKrupp Elevator Technology Elevating R&D! ThyssenKrupp Capital Market Day Patrick Bass December 6th, 2013 ThyssenKrupp Capital Market Day | Elevator Technology Patrick Bass | London | 2013-12-06 1 Developing the future.
Slide 2: Elevator Technology is one growth pillar of ThyssenKrupp
Elevator Technology is one growth pillar of ThyssenKrupp Urbanization Globalization Demography ThyssenKrupp Capital Market Day | Elevator Technology Patrick Bass | London | 2013-12-06 2 Developing the future.
Slide 3: Technology is our engine
Technology is our engine One World Trade Center, New York ThyssenKrupp Capital Market Day | Elevator Technology Patrick Bass | London | 2013-12-06 3 Developing the future.
Slide 4: Customer needs are our motivation
Customer needs are our motivation Max load: 40 t Panoramic outdoor cabins Max speed: 13.5 m/s SiL rated safety systems Max shaft height: 750 m ThyssenKrupp Capital Market Day | Elevator Technology Diverse interior design Patrick Bass | London | 2013-12-06 4 Developing the future.
Slide 5: Innovation is what drives us
Innovation is what drives us 17 TWINS 11 Double-decker Layout Layout without TWIN with TWIN ThyssenKrupp Capital Market Day | Elevator Technology Patrick Bass | London | 2013-12-06 5 CMA Tower Riyadh, Saudi Arabia Developing the future.
Slide 6: Elevating R&D!
Elevating R&D! 1 Think global, develop local Develop high performing multinational, 2 global workforce 3 Focus on lines of business product ownership Invest in innovation and sustainability 4 to drive performance ThyssenKrupp Capital Market Day | Elevator Technology Patrick Bass | London | 2013-12-0
Slide 7: Think global, develop local
1 Think global, develop local Americas EMEA Asia-Pacific R&D & Product Lifecycle Mgt. Manufacturing Field Processes ThyssenKrupp Capital Market Day | Elevator Technology Patrick Bass | London | 2013-12-06 7 Developing the future.
Slide 8: Large market potential in mid-range & value end elevator market
1 Large market potential in mid-range & value end elevator market New Installation Units / p.a. Russia Turkey Saudi Arabia Italy >7,500 India Brazil Argentina Portugal Jordan Colombia ThyssenKrupp Capital Market Day | Elevator Technology Patrick Bass | London | 2013-12-06 8 Developing the future.
Slide 9: Adapting to local market needs
1 Adapting to local market needs Development of own local products Regional influences of market drivers captured Tap into regional resources to expand knowledge base Global expansion of idea cross fertilization ThyssenKrupp Capital Market Day | Elevator Technology Patrick Bass | London | 2013-12-06
Slide 10: Customized products for emerging markets
1 Customized products for emerging markets Source Machine drive Controller Cabin incl. frame Shaft + cabin doors Safety components Guiderails Counterweight frame + fillers Machine frame & brackets ThyssenKrupp Capital Market Day | Elevator Technology Patrick Bass | London | 2013-12-06 10 Developing
Slide 11: Develop high performing multinational, global workforce
2 Develop high performing multinational, global workforce Everybody counts – everybody is involved! WE! ThyssenKrupp Capital Market Day | Elevator Technology Patrick Bass | London | 2013-12-06 11 Developing the future.
Slide 12: Global R&D footprint
2 Global R&D footprint Hamburg Krimpen Toronto Angers Neuhausen RIC Pliezhausen RIC Atlanta Gijon RIC Cheonan Memphis RIC Mieres Horn Lake Pisa Delhi Shanghai Forth Worth Madrid Mumbai Zhongshan Elevators Escalators Access Solutions Porto Alegre RIC Research & Innovation Americas EMEA Asia-Pacific T
Slide 13: Linking the lines of business to the R&D organization
3 Linking the lines of business to the R&D organization Manufacturing New Installation Maintenance Global Product Modernization Research & Development Stronger focus on customer needs along the life cycle ThyssenKrupp Capital Market Day | Elevator Technology Patrick Bass | London | 2013-12-06 13 Dev
Slide 14: Market shift from geared to gearless machines with MR
3 Market shift from geared to gearless machines with MR Elevator market development (only NI) Product shift to gearless machine Shares [%] Machine Room Geared Gearless Machine (MR-GRD) 100% 100% 100% 100% 100% 100% 05/06 07/08 09/10 11/12 13/14 15/16 Substitution of geared machines by gearless mac
Slide 15: Innovation radar to screen long-term business opportunities
4 Innovation radar to screen long-term business Opportunities Systems Technology Service Component Innovation Technology 10 years 5 years 2 year Market entry Potentially disruptive TK focus – Active Products TK focus – Active Technologies TK focus – Future Technologies Technology ThyssenKrupp Capita
Slide 16: Introduction of “ideas to products” pipeline
4 Introduction of “ideas to products” pipeline Ideas Innovations Roadmap Products Idea A Project A x Product Idea B development x A x development Product Product Project C1 C Idea D C x Gate 4 IP Project C Gate 3 A Idea C Gate 2 Gate 5 Gate 1 Research Development ThyssenKrupp Capital Market Day | El
Slide 17: Clear trend towards tall mixed-use buildings
4 Clear trend towards tall mixed-use buildings St. Botolph’s House, London, GB BMW HQ Munich, Germany Federation Tower, Moscow, Russia SWFC Mercedes Benz Museum, Shanghai, China Stuttgart, Germany One World Trade Posco Center, Center, New York, USA Seoul, Korea CMA Tower, Riyadh, Saudi Arabia Latifa
Slide 18: Performance improvement by optimum product range
4 Performance improvement by optimum product range Market coverage Americas EMEA Asia-Pacific High rise >4m/s <1% of market Mid/high rise >2.5 ≤ 4m/s Mid range >1.8 ≤ 2.5m/s ~18% of market Low/mid range >1 ≤ 1.8m/s Value end ≤ 1m/s ~82% of market ThyssenKrupp Capital Market Day | Elevator Technology
Slide 19: Strong demand for low cost escalator in emerging countries
4 Strong demand for low cost escalator in emerging countries New Installation Units / p.a. Esc Market >50,000 LCCE Market >30,000 China >20,000 India Russia Brazil LATAM S. Arabia Korea RUESA UAE Spain Kuwait ThyssenKrupp Capital Market Day | Elevator Technology Patrick Bass | London | 2013-12-06 19
Slide 20: Low cost commercial escalator for emerging countries
Low cost commercial escalator for emerging countries Harmonized design Increased number of shared components ThyssenKrupp Capital Market Day | Elevator Technology | London Patrick Bass Significant | 2013-12-06 cost savings 20 Developing the future.
Slide 21: R&D is key to market and customer driven business approach
R&D is key to market and customer driven business approach High visibility on future market trends by innovation radar Complete and harmonized product portfolio leverages performance Better and more flexible positioning for future demand patterns Stronger competitive position going forward ThyssenKr
Slide 22: Disclaimer ThyssenKrupp AG
Disclaimer ThyssenKrupp AG “The information set forth and included in this presentation is not provided in connection with an offer or solicitation for the purchase or sale of a security and is intended for informational purposes only. This presentation contains forward-looking statements that are s