AUR Portfolio III SE & Co. KGaA · HAM:AR4
AUR Portfolio III SE & Co. KGaA — Aurelius — Corporate Update (August 2014)
13 slides from AUR Portfolio III SE & Co. KGaA's corporate update, Aug 5, 2014
Slide 1: Aurelius Group Conference Call
AURELIUS GROUP CONFERENCE CALL August 5, 2014 |1
Slide 2: Aurelius sells to SPIE Group
AURELIUS SELLS TO SPIE GROUP |2
Slide 3: Connectis: Successful Historic Development
CONNECTIS: SUCCESSFUL HISTORIC DEVELOPMENT June 2008, AURELIUS acquires 1983 2009 2011 2012 2013 connectis • Establishment of at a price of • connectis takes • Takeover of • Acquisition and integration of • connectis acquires connectis pre- over employees Grouptec by Getronics Switzerland, closing d
Slide 4: Connectis Financial Performance
CONNECTIS FINANCIAL PERFORMANCE Since buying Connectis in 2008, AURELIUS systematically enhanced the company’s market position and improved its standing from fifth-biggest to second-biggest ICT provider 144,5 in Switzerland 160 143,4 12 132,4 140 9,1 10 120 7,6 This period of significant historical
Slide 5: Connectis and now: the sale
CONNECTIS AND NOW: THE SALE The buyer: SPIE August 2014 SPIE is a French multi-service provider in the fields of electronics and AURELIUS Group sold information technology, mechanical engineering and building services, headquartered in Paris with revenues of EUR 4,6 billion in 2013 and a global work
Slide 6: Aurelius sells RAM@CHEM to YanDeMark
AURELIUS sells RAM@CHEM to YanDeMark __ fed AURELIUS
Slide 7: Aurelius developed ISOCHEMS' Hungarian production unit into a highly profitable business
AURELIUS developed ISOCHEMS’ Hungarian production unit into a highly profitable stand-alone business Framochem was the Hungarian subsidiary of Since the acquisition in 2010, AURELIUS’ carve- French ISOCHEM, which we bougth from state- out specialists and task force team focused on owned SNPE Group t
Slide 8: Framochem today: a highly profitable business
Framochem today: a highly profitable business supplying specialised intermediates to blue chip customers AURELIUS operational improvements and product Revenue and EBTIDA development since acquisition strategy were highly successful: revenues grew by 25% and EBITDA by 30% to a margin level of 21% 29,
Slide 9: Aurelius realized a multiple of 24.5x money invested
AURELIUS realized a multiple of 24.5x money invested Exit proceeds in EURm July 2014 Strategic rationale 40 for AURELIUS 35 AURELIUS Group has sold Sales proceeds 30 25 EUR 37.5 m (enterprise 20 value) 15 Multiple 10 to 24.5x on money invested 5 Closing 0 August 1, 2014 -5 Purchase price 2010 Divide
Slide 10: Aurelius acquires Scholl Footwear
AURELIUS acquires Scholl Footwear from | 10
Slide 11: Aurelius' fourth investment in 2014
AURELIUS’ FOURTH INVESTMENT IN 2014 July 2014 Scholl Footwear has high level of brand awareness and positioning across Europe and many Asian markets; Scholl Footwear products offer a high AURELIUS Group level of comfort and support the natural functions of the foot has acquired Deal Rationale: Growt
Slide 12: Thank you for your attention
Thank you for your attention | 12
Slide 13: Contact
CONTACT Office Munich Office London AURELIUS AG AURELIUS Investments Ltd. Anger Palais 3rd Floor, 1 Savile Row Unterer Anger 3 London W1S 3JR/United Kingdom 80331 Munich/Germany Telephone +44 (20) 74400480 Telephone +49 (89) 544 799-0 E-Mail info@aureliusinvest.co.uk Telefax +49 (89) 544 799-55 www.