Schaeffler Ag · XETR:SHA0
Schaeffler — Non-Deal Roadshow (September 2021)
15 slides from Schaeffler's roadshow presentation, Sep 30, 2021
Slide 1: Schaeffler Group Industrial Roadshow
Schaeffler Group Industrial Roadshow Dr. Stefan Spindler, CEO Industrial Division September 30th, 2021
Slide 2: Schaeffler Group at a glance – We are an Automotive and Industrial supplier
Overview Schaeffler Group at a glance – We are an Automotive and Industrial supplier 3 Divisions Schaeffler Group 4 Regions In % of H1 2021 In % of H1 2021 • Leading position in technology and Asia Pacific innovation 14% Industrial 25% • Diversified customer base serving 10 customer sectors Europe •
Slide 3: Industrial Division at Schaeffler – Leading global component and system supplier
Overview Industrial Division at Schaeffler – Leading global component and system supplier Revenue in EUR mn Europe Greater China 1,738 1,560 40% of sales in H1 2021 29% of sales in H1 2021 Linear Bearings Technology H1 2020 H1 2021 Broad range of products EBIT1 in EUR mn Mechanical Mechatronic Syste
Slide 4: Industrial H1 2021 results – Significant recovery in almost all sector clusters, strong EBIT margin
Overview Industrial H1 2021 results – Significant recovery in almost all sector clusters, strong EBIT margin2 Sales by region [EUR mn] | yoy growth [%] EBIT2 H1 2020 vs. H1 2021 | in EUR mn H1 2020 H1 2021 ∆1 Europe 678 699 +3.5% Americas 269 285 +14.1% -3 Greater China 407 507 +26.8% +26 -11 -8 Asi
Slide 5: Growing the OEM and MRO service business across sectors
How we win Growing the OEM and MRO service business across sectors Orderbook 3-month Innovative solutions yoy growth % 2 Trendsetting direct drive Order book 3M + Sales 1 mechatronic solution for leading 40 textile machinery OEM Industrial Automation 30 20 Digitally traceable wheelset bearings for m
Slide 6: Driving the recovery with core products and innovations
How we win Driving the recovery with core products and innovations Offroad Industrial Automation Power Transmission Tillage Linear Standard bearing motor drive ball bearing Supporting and optimizing Testing of electronic chips Bearings used in a wide variety of the preparation of soil for in semicon
Slide 7: Driving circular economy with 100 percent return service for railway bearings
How we win Driving circular economy with 100 percent return service for railway bearings • Replacement service combines ecological and economic savings of reconditioned rolling bearings • Circular approach reduces CO2 emissions by more than 95 percent, energy consumption by 94 percent, and water con
Slide 8: Balanced sector mix with strong product portfolio
How we win Balanced sector mix with strong product portfolio Creating VALUE Energy & Infrastructure Transportation Mobile Machines & Equipment Industrial Automation Power Industrial Wind Raw Materials Aerospace Rail Offroad Two-Wheelers Transmission Automation Machinery / Distribution partners Servi
Slide 9: Strong customer and technology focus supported by operational excellence & leaner structures
How we win Strong customer and technology focus supported by operational excellence & leaner structures Strengthen technology leadership for bearings and FIT – Drive operational excellence program new technologies • Maintaining and expanding leading position for • Holistic program across all 4 regio
Slide 10: Industrial – Our Mid-term Targets
How we win Industrial – Our Mid-term Targets Industrial FX-adj. sales growth Top line > Industrial Production growth on average 2021 to 20251 Profitability 12 14% to EBIT margin before special items latest in 2023 1 Oxford Economics September 2021 10
Slide 11: Our Outlook going forward – Updated market assumptions after August 2021
Outlook 2021 Our Outlook going forward – Updated market assumptions after August 2021 Automotive Technologies – Global LVP1 2021 Automotive Aftermarket – GDP2 Industrial – Industrial production3 14% ~ 81 8% World 74.6 12% Around -1.0 6% World 10% mn discount 8% 44.1 39.4 ~ 41.6 vs. IHS estimates 4%
Slide 12: FY 2021 Guidance – Both Industrial growth and EBIT margin upgraded after H1
Outlook 2021 FY 2021 Guidance – Both, Industrial growth and EBIT margin upgraded with after H1 Group Guidance Divisional Guidance Automotive Automotive Industrial Previous Guidance4 New Guidance Technologies Aftermarket FY 2021 FY 2021 Previous4 New Previous4 New Previous4 New Sales growth1 > 10% >
Slide 13: We further build on our profitability track record, while entering promising new technologies
Conclusion We further build on our profitability track record, while entering in promising new technologies Market declined by ~5% in 2020 due to the Covid-19 pandemic, expected to recover and 1 grow by 3.5% p.a. between 2021 and 2026 Industrial Division sales1 to grow above industrial production mi
Slide 14: Equity Story – Positioning Schaeffler for long-term value creation
Conclusion Equity Story – Positioning Schaeffler for long-term value creation 1 Roadmap 2025 in execution – Focus on capital allocation, portfolio management and FCF generation Automotive Technologies – Conquer leadership positions in New Business for electrified 2 Powertrains and Chassis applicatio
Slide 15: Current trading slide as shown at Auto Conference on 28/09
Backup Current trading slide as shown at Auto Conference on 28/09 September 2021 15
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