Hunting Plc · LSE:HTG
Hunting — Investor Day (September 2023)
14 slides from Hunting's investor day presentation, Sep 13, 2023
Slide 1: Advanced Manufacturing in a Changing World
ADVANCED MANUFACTURING IN A CHANGING WORLD Hunting PLC Capital Markets Day, 13 September, 2023 48
Slide 2: Advanced Manufacturing – unique engineering capabilities to lead non-oil and gas expansion
Advanced Manufacturing – unique engineering capabilities to lead non-oil and gas expansion Advanced Manufacturing revenue 2020 – 2023e Four differentiated businesses to drive non-oil 100 and gas diversification 90 80 70 74.3 75.1 60 50 59.6 Unique engineering capabilities to drive 40 new market entr
Slide 3: Businesses which deliver revenue diversification
Businesses which deliver revenue diversification Current market New market Hunting PLC Capital Markets Day, 13 September, 2023 50
Slide 4: Non-oil and gas markets seeing impressive growth providing visibility of diversification opportunities
Non-oil and gas markets seeing impressive growth providing visibility of diversification opportunities for Advanced Manufacturing US defence budget Medical devices Commercial space market 900 1,200 The medical electronics market 850 was estimated at $81.6 billion 842 1,000 in 2020 and is expected to
Slide 5: Key certifications leveraging commercial and government contract work
Key certifications leveraging commercial and government contract work Certification Title or Scope ISO9001:2015 / AS9100:2016 Quality Management System ISO13485:2016 Medical devices — Quality management systems ISO9001:2015 / AS9100D Quality Management System Conventional Machining as a Special Proc
Slide 6: Compelling energy and non-oil and gas client base
Compelling energy and non-oil and gas client base Hunting PLC Capital Markets Day, 13 September, 2023 53
Slide 7: Electronics – a world leader in exotic alloy printed circuit boards
Electronics – a world leader in exotic alloy printed circuit boards processing and high temperature circuit manufacture Hunting PLC Capital Markets Day, 13 September, 2023 54
Slide 8: Electronics – driving new medical and defence high performance printed circuit boards
Electronics – driving new medical and defence high performance printed circuit boards Electronics revenue 2020 – 2023e 60 Momentum building since H2 2022 as chip supply chain constraints ease 50 40 $m 30 35.5 35.9 31.1 20 Medical and defence sales building as 10 drive into new markets accelerates 0
Slide 9: Dearborn – unique engineering capabilities for critical end-use applications
Dearborn – unique engineering capabilities for critical end-use applications Spline milling Deep hole drilling Bottle boring Gun drilling Robotic shot peening Hunting PLC Capital Markets Day, 13 September, 2023 56
Slide 10: Dearborn – leading aviation, commercial space, and defence revenue growth
Dearborn – leading aviation, commercial space, and defence revenue growth Dearborn revenue 2020 – 2023e 45 Specialist manufacturing demands retention 40 40.5 of skilled engineers and fixed asset base, 35 35.8 capability retained through COVID 30 31.9 25 $m 20 15 10 5 ITAR compliance secured in 2017,
Slide 11: SHP – mission critical capabilities for end-use applications
SHP – mission critical capabilities for end-use applications • Precision machining of high alloy complex parts for the subsea industry • Deep hole, drilling capabilities • Plunge and wire EDM • Multi axis milling machines • Expert machining for extended turning and deep hole boring Hunting PLC Capit
Slide 12: Cumberland Additive Capabilities – accessing 3D manufacturing opportunities
Cumberland Additive Capabilities – accessing 3D manufacturing opportunities across multiple sectors 3D printing markets 80 70 69.5 60 50 $bn 40 • Metal Powder Bed Fusion • Plastic selective laser sintering 30 29.2 • CNC machining • Metal finishing 20 • Design engineering support 17.4 10 • Series pro
Slide 13: Advanced Manufacturing – unique engineering capabilities to lead non-oil and gas revenue expansion
Advanced Manufacturing – unique engineering capabilities to lead non-oil and gas revenue expansion 01 Precision engineering for mission 02 Unique manufacturing capabilities 03 High growth end-markets, critical products where failure is attracting blue chip customers particularly in North America not
Slide 14: Glossary
Maneane 2030 PRE ENGINEERING GLOSSARY 3D Three-dimensional LNG Liquefied Natural Gas AGS Advanced Geothermal System m Million AOR Attic Oil Recovery M&A Mergers and Acquisitions APAC Asia Pacific MEA Middle East and Africa bn Billion mmbopd Millions Barrels Of Oil Per Day bopd Barrels of Oil per Day