Akzo Nobel N.V. · EURONEXT:AKZA
Akzo Nobel — Investor Day
22 slides from Akzo Nobel's investor day presentation
Slide 1: Marine & Protective Coatings
Marine & Protective Coatings Bill McPherson
Slide 2: Marine and Protective Coatings
Marine and Protective Coatings Sales 975 mln 4,400 employees Worldwide market leaders in International International International Akzo Nobel Marine Coatings Protective Coatings Yacht Paints Aerospace Coatings Market > 2.5 billion EUR >2 billion EUR >300 million EUR 220 million EUR value Annual 5% >
Slide 3: Market & Products: Marine Coatings
Market & Products: Marine Coatings We lead the markets in antifoulings and ballast tank coatings. Superstructure and Topsides High performance cosmetics Decks Hard wearing Impact & Cargo Holds Chemical Resistance Abrasion resistance Ballast Tanks Corrosion Resistance Cargo Tanks Chemical resistance
Slide 4: Market & Products: Protective Coatings
Market & Products: Protective Coatings We protect assets from aggressive conditions. Fire Protection Steelwork Cosmetic Finishes Storage Tanks Chartek passive Anticorrosive High performance cosmetics Tank Lining Systems fire protection products Underwater Structures High Temperature Non-toxic Antifo
Slide 5: PC - Oil and Gas
£ ae 7 med AKZO NOBEL
Slide 6: PC - High Value Infrastructure focus
PC - High Value Infrastructure focus
Slide 7: PC - Oil & Gas
AKZO NOBEL PC-Oil&Gas
Slide 8: Market & Products: Aerospace Coatings
Market & Products: Aerospace Coatings Civil and general aviation, military Specification driven Just-in-time delivery Customers: Airbus, Boeing, Lockheed, Air France, Delta Airlines 8 8
Slide 9: Market & Products: Yacht Coatings
Market & Products: Yacht Coatings Antifoulings Topsides Fillers Interiors Customers: West Marine, Lürssen, plus a number of unique, prestigious projects 9
Slide 10: Markets & Products: Yacht Coatings Superyacht Pelorus
Markets & Products: Yacht Coatings Superyacht Pelorus
Slide 11: Marine & Protective Coatings: Market position
Marine & Protective Coatings: Market position Global No 1. in Marine, Protective, Yacht Coatings Share the lead position in Aerospace Coatings with PPG Combined markets share in Marine, Protective and Yacht: 20 15 % 10 5 0 M CC n G on l a ai el u s pe gm tu PP RP ok m s b pp K an em Jo No ia g S
Slide 12: Marine & Protective Coatings - Strategy
Marine & Protective Coatings - Strategy “Creating Growth through Leadership” Organic growth – Focus on Asia, Central/Eastern Europe, Americas Innovation – Developing products which add value to customers and ourselves Acquisitions – Using opportunities for consolidation especially in Protectiv
Slide 13: Marine & Protective Coatings – Operational Excellence
Marine & Protective Coatings – Operational Excellence We want to achieve operational excellence. We track every ship we paint. Intersleek won WWF recognition for environmental protection. We have recently won awards for Airbus, Cessna, US Military.
Slide 14: Growth opportunities: Organic Growth
Growth opportunities Organic Growth Protective Coatings – High oil and gas prices boost investments in offshore and onshore facilities – Big expansions in high value infrastructure – Wind turbines market at 30% growth p.a. Yacht Coatings – Strong brand recognition allows for expansion into new p
Slide 15: Growth opportunities: customers across segments
Growth opportunities Some customers buy from us in more than one market segment.
Slide 16: Growth opportunities: Successful innovations
Growth opportunities Successful innovations Interchar: Protective fire coating for steel constructions SRS: Our easily removable system minimizes maintenance downtime
Slide 17: Growth opportunities: Acquisition
Growth opportunities Acquisition Complementary to organic growth Focused approach – Strategic fit – Reasonable price Example: U.S. Paint / NOF (2002) – Yacht paint in the U.S. – Aerospace coatings for corporate jet segment – Strong brand
Slide 18: Growth opportunities: other growth opportunities
Growth opportunities We have other growth opportunities Still room for consolidation Environmental legislation favors large global players Some customers want a “cradle-to-grave” service
Slide 19: Outlook: How we see the future
Outlook How we see the future We serve growing markets. We have loyal and profitable customers. We have some great innovations. This is an exciting business!
Slide 20: Fit For the Future
Fit For the Future
Slide 21: Back-up slides
—+~— AKZO NOBEL Back-up slides
Slide 22: Copper/Zinc Cost Development (USD per tonne)
Copper/Zinc Cost Development (USD per tonne) 8000 7000 6000 5000 4000 3000 2000 1000 0 5 06 5 05 06 5 5 6 05 -0 l -0 -0 -0 -0 r t- n- n- v- rt ei ei p ju ja ja no se m m m m Zinc Copper