Andritz Ag · VIE:ANDR
Andritz — Investor Presentation (July 2021)
15 slides from Andritz's investor presentation, July 2021
Slide 1: Company Presentation July 2021
ANDRITZ GROUP INNOVATIVE TECHNOLOGIES COMPANY PRESENTATION FOR ENGLISH THE PLANET A GLOBAL PARTNER FOR KEY INDUSTRIES THAT SHAPE THE WORLD JULY 2021
Slide 2: The ANDRITZ Group
THE ANDRITZ GROUP ANDRITZ is a globally leading supplier of plants, equipment, systems, and services for the pulp and paper industry, the metalworking and steel industries, hydropower stations, pumps, solid/liquid separation in the municipal and industrial sectors as well as for animal feed and biom
Slide 3: A World Market Leader with Four Business Areas
A WORLD MARKET LEADER WITH FOUR BUSINESS AREAS PULP & PAPER HYDRO METALS SEPARATION 48 22 19 11 % order intake* % order intake* % order intake* % order intake* PRODUCT OFFERING PRODUCT OFFERING PRODUCT OFFERING PRODUCT OFFERING Equipment for production of all Electromechanical equipment Presses/pres
Slide 4: Long-Term Growth Based on Acquisitions and Organic Expansion
LONG-TERM GROWTH BASED ON ACQUISITIONS AND ORGANIC EXPANSION Compound Annual Growth Rate (CAGR) of Group revenue 2010-2020: +6.5% p.a. (thereof approximately half from organic growth) 6,674 6,700 6,377 5,859 6,039 5,889 6,032 5,711 5,177 4,596 3,554 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Slide 5: Strengthening of Market Position by Acquisitions
STRENGTHENING OF MARKET POSITION BY ACQUISITIONS Acquisitions by business area since 2000 PULP & PAPER METALS HYDRO SEPARATION 2000 Ahlstrom Machinery 2010 DMT/Biax 2000 Kohler 2006 VA TECH HYDRO 2000 UMT 2000 Lamb Baling Line 2011 AE&E Austria 2002 SELAS SAS Furnace Div. 2007 Tigép 2002 3SYS 2000 V
Slide 6: Group Strategy and Long-Term Goals
GROUP STRATEGY AND LONG-TERM GOALS LONG-TERM PROFITABLE GROWTH EXTEND MARKET POSITION • Focus on markets with high growth rates • Serving markets with long-term and sustained growth potential • Expansion of product portfolio through organic growth (R&D) and acquisitions • Extending existing position
Slide 7: ANDRITZ Share Performance H1 2021
ANDRITZ SHARE PERFORMANCE H1 2021: +26.4% (ATX: +22.4%) Performance since IPO (June 2001): +1,702% (ATX: +175%) SHAREHOLDER STRUCTURE Market capitalization (as of June 30, 2021): 4.9 billion EUR AS OF 30.06.2021 IN % 2500% C 2000% B ANDRITZ 1500% A 1000% A Free float 68.51% 500% Custos 30.72% B ATX
Slide 8: Broad Product Offerings in Digitalization
BROAD PRODUCT OFFERINGS IN DIGITALIZATION • With the technology brand Metris, ANDRITZ offers a broad portfolio of intelligent, digital solutions and products • Metris technologies are fully tailored to individual customer needs and optimize industrial procedures and processes The results for the cus
Slide 9: We Care - The ANDRITZ ESG Program
„WE CARE“ - THE ANDRITZ ESG PROGRAM Sustainability has always been an integrated part of ANDRITZ’s corporate policy Sustainability is a decisive factor in order to be successful in the long term. It is an important element of the company’s corporate policy and strategy. OUR ESG VISION We are amongst
Slide 10: Our Approach to Sustainability
OUR APPROACH TO SUSTAINABILITY Multi dimensional, comprehensive, and practice-oriented Our vision We are leader in sustainability in our chosen markets ENVIRONMENTAL SOCIAL GOVERNANCE Focus • Sustainable solutions • Attractive employer • Fair and ethical business practices • Climate protection • Occ
Slide 11: Sustainable Solutions and Products
SUSTAINABLE SOLUTIONS AND PRODUCTS ANDRITZ already realizes around 45% of its revenue from sustainable solutions and products ANDRITZ’s green products help to protect the environment and contribute towards decarbonization or carbon neutrality PULP & PAPER METALS HYDRO SEPARATION AUTOMATION • Recover
Slide 12: ESG Goals at a Glance
ESG GOALS AT A GLANCE Reduce lost time Reduce GHG emission Reduce waste volume accident frequency rate by 50% until 2025 by 10% until 2025 (>1 day absence) by 30% every year Reduce water consumption 50% of revenue from Cover 85% of supply by 10% until 2025 sustainable solutions and volume with audit
Slide 13: Safety at ANDRITZ
SAFETY AT ANDRITZ Take good care of yourself! • At ANDRITZ, we strive for ZERO accidents. Over the past few years, we have reduced the accident frequency rate (AFR*) by approximately 30% every year • For 2021, our target is to reduce the AFR by a further 30% compared to 2020 • We are constantly impr
Slide 14: Our Mission, Vision and Values
OUR MISSION, VISION AND VALUES Our MISSION Our VISION We drive the success of our customers through innovative and In our chosen markets, we are global leaders with a quality engineering and services, and we form strong and passion for innovative engineering solutions. As technology sustainable rela
Slide 15: Legal Disclaimer
LEGAL DISCLAIMER © ANDRITZ AG 2021 This presentation contains valuable, proprietary property belonging to ANDRITZ AG or its affiliates (“the ANDRITZ GROUP”), an d no licenses or other intellectual property rights are granted herein, nor shall the contents of this presentation form part of any sales