Orege Sa · EURONEXT:OREGE
Orege Sa — Investor Presentation (June 2020)
21 slides from Orege Sa's investor presentation, Jun 16, 2020
Slide 1: Now your sludge is valuable
Now your sludge is valuable Presentation slides 16 June 2020 © Orège - Strictly confidential – June 2020
Slide 2: Positioning of SLG solutions in WWTPs
Positioning of SLG solutions in WWTPs Small sewage plant Land application Mobile SLG F for thickening Compost Hauling Medium size sewage plant WWTP Stationary SLG Thickening or Flosep + and/or Landfill Dewatering Large sewage plant Anaerobic Stationary SLG or SLGF digester Stationary SLG or SLGF Sta
Slide 3: Orège has developped SLG solutions rather than equipment
Orège has developped SLG solutions rather than equipment Orège adapts the polymer feed to respond optimally to SLG the SLG modified sludge Dewatering Device SLG Sludge modified sludge Polymer Feed The SLG uses compressed Orège adapts the dewatering air to energize and modify device to respond optima
Slide 4: Benefits of SLG solutions
Benefits of SLG solutions Main advantages of Additional benefits of Sludge valorisation axes the SLG solutions the SLG solutions (applications being developed) Improve the agricultural recovery Reduce the volume of thickened Improve the quality of the of sludge: land and/or dewatered sludge treatmen
Slide 5: Bizdev strategy on targeted countries
Bizdev strategy on targeted countries North America Europe Asia Great Britain Asie Canada Benelux Germany France USA Japan Italy Spain Greece Israel Strategic countries Priority countries Upcoming commercial/marketing action 5
Slide 6: Activity in Great-Britain
Activity in Great-Britain • An overall context in Great Britain clearer compared to H2 2019 • Boris Johnson re-elected as Prime Minister with a majority • Government's unambiguous position vis-à-vis Brexit • Most of the Water Utilities (7 out of 10 in England and Wales) have now found an agreement o
Slide 7: Activity in the USA
Activity in the USA • The Covid/health crisis has penalized the execution of several strategic projects (including Orlando). • Projects in Florida and Texas to re-start from mid June 2020. • But still wait-and-see in the North East of the USA. • Uncertainties at this stage concerning the commitment
Slide 8: Strategy 2020 - 2021
Strategy 2020 - 2021 To highlight undeniable successes demonstrating that Orge becomes a world reference in the treatment and recovery of sludge, with considerable growth potential ⇒ in the following territories: • USA & Canada • UK & Germany & Spain & Italy • Japan ⇒ For the following applications:
Slide 9: Some key developments
Some key developments • 1/ Development of SLG solutions aimed at “boosting” methane / biogas production from WWTPs. • Two patents filed in 2019. • First promising R&D trials, qualifying and quantifying the impact of a boost in biogas production. • A first fullscale project to validate the effects on
Slide 10: Some key developments
Some key developments • 3/ Qualification and quantification studies of the contribution of Orege solutions for improving the environmental and climate footprint for our customers are initiated with a specialized firm. • Approach for our international clients, both municipal and industrial • Approach
Slide 11: Three business divisions
Three business divisions Energy This area covers a wide range of industries such as HVAC, oil & gas, chemicals, biofuels – with a special focus on energy efficiency. Food & Water Offers products, solutions and systems in the areas of food processing and water treatment. Marine The company has suppli
Slide 12: Key figures 2019
Key figures 2019 − MEUR (1 EUR = 10.563868) INVOICING ROCE 4 403 4 176 ORDER INTAKE 23% 17 387 17.2% 756 AVERAGE NO OF ADJUSTED EBITA EMPLOYEES AS % OF SALES ADJUSTED EBITA 16/06/2020 | © Alfa Laval 12 |
Slide 13: A global company
A global company • 39 production units* • More than 100 service centres • Sales companies in 55 countries • Other sales representation in 45 countries * Plus a number of minor production and assembling units 16/0 6/20 | © Alfa Laval 13 | 20
Slide 14: Competitive strengths
Competitive strengths • A global company • Highly engineered products • Global market leadership • Large customer and geographical diversification • Large base of installed products • Strong brand recognition 16/06/2020 | © Alfa Laval 14 |
Slide 15: Focus on R&D
Focus on R&D • Launching more than 35 new products every year • Develop products in cooperation with customers and partners • More than 3,700 patents • R&D investments (2019): MEUR 103 = 2.3% of total net sales 16/06/2020 | © Alfa Laval 15 |
Slide 16: Food & Water Division
Food & Water Division - An introduction
Slide 17: Water and Waste treatment
Water and Waste treatment Market drivers and trends Water and waste treatment equipment market Billion Euro, 2015 CAGR %, 2015-2020 Water Environmental Urbanization Ageing Scarcity Legislation infrastructure 56 60 42% 40 9,9% 9,1% 8,0% 20 58% 0 Total Industrial Industrial Source: Frost & Sullivan Mu
Slide 18: Water & Waste treatment
Water & Waste treatment Alfa Laval offers you one of the widest product portfolios for municipal and industrial wastewater treatment. Our wastewater treatment experts are able to advice on how to optimize operations, adopt a circular approach and maximize recovery of valuable resources, regardless o
Slide 19: Water & waste treatment
Water & waste treatment Filtration Dewatering Thickening Heat transfer MBR Cloth media filter for Decanters Spiral heat membranes tertiary treatment Drum thickeners exchangers Tube in tube Membrane systems Belt presses Decanters heat exchangers Biologic treatment plants Sequencing Plate presses Grav
Slide 20: Commercial Partnership with Alfa Laval
Commercial Partnership with Alfa Laval • A global agreement with the world leader in the sale of wastewater and sludge treatment solutions (around 25% of market share). • Alfa Laval is a brand known and recognized for over a century -> recognition / validation of Orege solutions. • In a first instan
Slide 21: Commercial Partnership with Alfa Laval
Commercial Partnership with Alfa Laval • Main " cornerstones" of collaboration with the Alfa Laval Group: • exclusive collaboration on construction or rehabilitation projects • A non-exclusive collaboration on existing WWTPs optimization projects • Integration of SLG solutions sold ensured by Orège