Munters Group Ab · OMXSTO:MTRS
Munters Group Ab — Investor Day (May 2019)
14 slides from Munters Group Ab's investor day presentation, May 2019
Slide 1: Agenda – platform for today and the future
Agenda – platform for today and the future CEO – Munters Towards Full Potential • A strong company – but disappointing performance since IPO • Global player in niche markets • Full Potential Program to seize opportunities Global Operations – Building a customer-oriented and scalable platform AirTech
Slide 2: Munters
® Munters
Slide 3: FoodTech – We help to feed the world by changing the way we farm
FoodTech – We help to feed the world by changing the way we farm 3
Slide 4: Leading industry player with a solid growth over last years
Leading industry player with a solid growth over last years Business Area overview Selected customers The only global supplier offering a full suite of climate control solutions for poultry, greenhouse, dairy and swine industry Global leader in markets that accounted for almost 2/3 of Net Sales in F
Slide 5: Supporting our customers with climate and data-based optimization
Supporting our customers with climate and data-based optimization A Create the perfect Offer equipment and solutions to create the optimal climate for climate livestock and greenhouse production, including both hardware and know-how/design B Guide customers Offer services and software to support foo
Slide 6: We create the perfect climate with the help of a broad product portfolio
A We create the perfect climate with the help of a broad product portfolio 6
Slide 7: We guide our customers with the help of world leading software
B We guide our customers with the help of world leading software Software for managing the supply chain of food producers • Software for integrators covering the whole supply chain including e.g., production of feed, genetics, processing, and logistics • Software modules include e.g., functionality
Slide 8: Global trends supporting the growth in the FoodTech market
Global trends supporting the growth in the FoodTech market Key end Market Growth CAGR in 2018-2021 Key end market Outlook Munters position • Underlying megatrends drive demand • A growing world population #1 Broiler 6-7% • Increasing GDP (richer people eat more meat and vegetables) • Land scarcity –
Slide 9: Business portfolio overview – FoodTech with several strong positions
Business portfolio overview – FoodTech with several strong positions Business Size in Our Market Opportunities Munters performance attractiveness Poultry • Leverage strong position in layer segment (broiler and layer) L where there is an ongoing shift to cage-free egg production requiring investment
Slide 10: Negative impact from African Swine Fever – but it can create opportunities
Negative impact from African Swine Fever – but it can create opportunities for Munters long-term New cases of ASF still being discovered The impact is difficult to predict, but not only negative • The outbreak of African Swine Fever (ASF) in China officially • Due to the reduced production in China,
Slide 11: FoodTech growth enabled through enlargement of the portfolio, expansion and acquisitions
FoodTech growth enabled through enlargement of the portfolio, expansion into new geographies and by acquisitions Key achievements over last five years • Increased the share of sales from Asia from 14% to 25%, primarily in China Geographic expansion • Added new product lines, e.g., inlets, direct dri
Slide 12: Strategic priorities for the future
Strategic priorities for the future 1 Create the perfect climate for our customers 2 Develop our distribution partner network 3 Guide our customers through data - Connect their whole supply chain 12
Slide 13: SonarEcho is fundamental for connecting the whole supply chain for food producers
Guide our customers through data – 3 SonarEcho is fundamental for connecting (real- Connect their whole supply chain time) the whole supply chain for food producers effectively • Our existing software offering enables food producers to connect, control and manage their supply chain, e.g., manage inv
Slide 14: We are confident about the future for FoodTech
We are confident about the future for FoodTech • Active in markets with solid growth driven by the need for increased productivity, food safety, animal welfare and sustainable food production • Over the last years, we have successfully expanded geographically and expanded our offering • We are now i