Georg Fischer Ag · SIX:GF
Georg Fischer — Investor Presentation (November 2020)
36 slides from Georg Fischer's investor presentation, November 2020
Slide 1: Investors Presentation
Georg Fischer Ltd Investors Presentation November 2020
Slide 2: Pioneering industrial technology for more than 200 years
GF Corporation Pioneering industrial technology for more than 200 years GF Corporate GF Piping Systems GF Casting Solutions GF Machining Solutions 1802 1864 1897 1921 GF founded First piping First automotive First in Schaffhausen systems product part machinery Johann Conrad Fischer Malleable iron fi
Slide 3: Today GF stays at the forefront of new technologies
GF Corporation Today GF stays at the forefront of new technologies Sales 2019 CHF 3.7 billion, EBIT before one- offs CHF 281 million and 14'678 employees 48% Our core strength lies in applying GF Piping state-of-the-art industrial technologies Systems We specialize in developing tailored solut
Slide 4: A global footprint with local services
GF Corporation A global footprint with local services Present in 39 countries 77 production sites 114 sales sites 10 R&D centers Europe Americas 31 Asia Pacific 10 43 14 36 6 2 57 2 4 Investors Presentation | November 2020
Slide 5: We have an impact on every day life
GF Corporation We have an impact on every day life 6 am 7 am 9 am 2 pm 8 pm 5 Investors Presentation | November 2020
Slide 6: GF with respectable results amid market headwinds and strategic transformation of GF Casting Solutions
GF Corporation GF with respectable results amid market headwinds and strategic transformation of GF Casting Solutions 6 Investors Presentation | November 2020
Slide 7: Key financial figures – 3 year overview
GF Corporation Key financial figures – 3 year overview Sales Organic growth EBIT EBIT margin in CHF million in% before one-offs before one-offs in CHF million in % 3'720 9.8 6.5 -4,1 281 7.6 4’150 4’572 382 8.5 8.4 3’720 352 281 7.6 -4.1 2017 2018 2019 2017 2018 2019 2017 2018 2019 2017 2018 2019 RO
Slide 8: Strategy 2020 – Pursue profitable expansion
GF Corporation Strategy 2020 – Pursue profitable expansion Objectives Widen presence in growth markets, adapt portfolio & footprint in Europe ROIC 20 - 24% Shift divisions’ portfolio to higher margin businesses EBIT margin 9 - 10% Anchor Design Thinking / Value Selling Annual in GF’s culture Growth
Slide 9: Implementation of strategy on track
GF Corporation Implementation of strategy on track Widen presence Higher margin businesses Innovation GF Linamar Mills River (USA) Cooling Hycleen 2.0 Body and structure lightweight Joint Venture in Egypt components Cross Car Beam GFMS Changzhou (China) Medtech Dashboard 9 Investors Presentation | N
Slide 10: Markets are intact and fueled by sustainability trends
Markets are intact and fueled by sustainability trends 10 Investors Presentation | November 2020
Slide 11: Sustainability is fully integrated in our strategy and part of our culture
GF Corporation Sustainability is fully integrated in our strategy and part of our culture We support our customers' success with innovative, energy-saving solutions to make the collective global footprint more sustainable In our 218 years of history, we have continuously pioneered quality and st
Slide 12: Sustainability investments in production facilities world-wide …
GF Corporation Sustainability investments in production facilities world-wide … On site collection of filter Silver certification under dust – provided at GF site in the LEED rating system Traisen (Austria) to the awarded in 2018 for GF nearby cement plant for Linamar site in Mills River co-processi
Slide 13: … and social responsibility is at the heart of GF
GF Corporation … and social responsibility is at the heart of GF Safety first! Employer attractiveness Employees Efforts to enable flexible working models and support per region employees in balancing family & work 6% Continuous work on modernizing the production and 24% Europa Americas working
Slide 14: Our ESG efforts are clearly recognized by leading agencies
GF Corporation Our ESG efforts are clearly recognized by leading agencies Rating Agency Rating Scale External recognition AAA 25% 20% 21% GF is rated as 11% 11% *) 7% 5% number 9 most sustainably CCC B BB BBB A AA AAA managed companies 29 out of 331 (9th percentile) 2020 by WSJ As of January 2020, G
Slide 15: GF Piping Systems
GF Piping Systems 15 Investors Presentation | November 2020
Slide 16: Sustainability drives business
GF Piping Systems Sustainability drives business Today, the global energy consumption of data centers stands for roughly 3% of all electricity generated on our planet New COOL-FIT 4.0 40% of this energy is used for cooling This cooling energy can be reduced by -1/3 a third when using our products Da
Slide 17: Groundbreaking customer solutions
GF Piping Systems Groundbreaking customer solutions We are a leading supplier of piping systems made of plastics and metal We focus on system solutions and high-quality components for the safe transport of water, chemicals and gases Our product portfolio of fittings, valves, pipes, automation
Slide 18: Our customers
GF Piping Systems Our customers Industry Utility Building Technology 18 Investors Presentation | November 2020
Slide 19: Sustainability is at the core of what we do …
GF Piping Systems Sustainability is at the core of what we do … Hycleen Automation System Butterfly valve 19 Investors Presentation | November 2020
Slide 20: … and providing quality to our customers through safe and secure piping systems
GF Piping Systems … and providing quality to our customers through safe and secure piping systems WBI Weld Bead Inspection (WBI) Tool FlowtraMag Meter 20 Investors Presentation | November 2020
Slide 21: GF Casting Solutions
GF Casting Solutions 21 Investors Presentation | November 2020 Source: mercedes-benz.com
Slide 22: Increased environmental regulations drive demand for lighter components
GF Casting Solutions Increased environmental regulations drive demand for lighter components CO2 regulations EU Lightweight cast solutions for passenger cars Weight reduction by 32% or 3.8 kg per vehicle: Reduced CO2 emissions over 11.8 kg vehicle lifetime of all produced vehicles: 648´000 t1) or Cr
Slide 23: Driving future technologies
GF Casting Solutions Driving future technologies Bearing support "Airbus Helicopter" We are a technologically pioneering development engine partner and manufacturer of cast and additive components for the global automotive industry, aerospace and energy markets, off-highway vehicles and for indust
Slide 24: Partnering with leading manufacturers worldwide …
GF Casting Solutions Partnering with leading manufacturers worldwide … Passenger Cars Industrial Applications Aerospace / Industrial Gas Turbines 24 Investors Presentation | November 2020
Slide 25: … and sustaining renewable energy solutions …
GF Casting Solutions … and sustaining renewable energy solutions … Iron casting part Iron casting part Crank Mirror Bracket Torque plate arm plate Solar park: “Noor III” project: 30 square kilometers solar power plant providing power for 1.2 Windparks: Global windpark projects – on- and off-shore mi
Slide 26: … and innovative castings for e-mobility
GF Casting Solutions … and innovative castings for e-mobility Front Rear torque box torque box Successful partnership with emerging carmaker Aiways (startup in the Chinese market) Its Electric SUV (called U5) is able to run up to 503 kilometers with one charge It's equipped with six lightweigh
Slide 27: GF Machining Solutions
GF Machining Solutions 27 Investors Presentation | November 2020
Slide 28: Digitalization and miniaturization increase need for precision
GF Machining Solutions Digitalization and miniaturization increase need for precision The GEnx is delivering up to 15% better specific fuel consumption than the engine it replaces ML-10 Nozzle ablation The GEnx’s emissions are up to 95% below current regulatory limits, ensuring clean compliance for
Slide 29: Focus on digitalization
GF Machining Solutions Focus on digitalization We are one of the world’s leading providers of complete solutions to the tool and mold making industry and to manufacturers of precision components Our portfolio includes Milling, wire-cutting and die-sinking EDM machines We offer spindles, Laser
Slide 30: We offer our customers …
GF Machining Solutions We offer our customers … ICT Medical Aerospace 30 Investors Presentation | November 2020
Slide 31: … advanced digital solutions based on innovations …
GF Machining Solutions … advanced digital solutions based on innovations … Spark Track Innovation 5G Sensoring Technology Part Inspector (EDM) Real-Time Monitoring (Milling) 31 Investors Presentation | November 2020
Slide 32: … and focus on new attractive market segments
GF Machining Solutions … and focus on new attractive market segments Marker band manufacturing 32 Investors Presentation | November 2020
Slide 33: GF at a glance
GF at a glance
Slide 34: GF's investment proposition
GF Corporation GF's investment proposition Strategy focused on higher value businesses widening presence in growth markets and adaption of portfolio in Europe supported by addressing new market segments Products and services addressing demand of global mega trends global mega trends with direct busi
Slide 35: Thank you!
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Slide 36: Disclaimer
Disclaimer This document is for presentation purposes only and should not be construed as an offer, invitation or solicitation to subscribe for, purchase or sell any investment. Neither it nor anything it contains shall form the basis of any contract whatsoever. Opinions expressed herein reflect the
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