Chart Industries, Inc. · NYSE:GTLS
Chart Industries — Investor Presentation (July 2019)
15 slides from Chart Industries's investor presentation, Jul 26, 2019
Slide 1: Chart Industries, Inc. July 26, 2019
Chart Industries, Inc. July 26, 2019 Exhibit 99.1
Slide 2: Forward Looking Statements
Forward Looking Statements Certain statements made in this presentation are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning the Company’s business plans, including statements regarding com
Slide 3: Chart at a Glance
Leading diversified global manufacturer of highly-engineered equipment, gas storage solutions and value-add services used in industrial gas and energy applications Over 5,200 global employees across facilities in North America, Europe and Asia Four operating segments: Energy and Chemicals Cryogenics
Slide 4: Staying Focused on Our Strategy
Staying Focused on Our Strategy Acquisition of Hudson Products Acquisition of Skaff Resegmentation and Leadership Changes Acquisition of VRV Sale of CAIRE Medical September 2017 January 2018 September 2018 November 2018 December 2018 July 1, 2019 Acquired Harsco’s Air-X-Changers Business Staying Foc
Slide 5: Taking Advantage of Tailwinds
Navy blue = 32.64.110 Light blue = 51.163.221 Green = 157.195.53 Orange = 253.164.30 Taking Advantage of Tailwinds Drivers of Results Correlation to Chart Q2 / FY Source: US Energy Information Administration, ADI Analytics, McKinsey, management Demand for LNG Market Growth Markets Regulatory Require
Slide 6: Value Proposition / Application across the gas value chain
E&C D&S Exploration, Production & Pipeline Processing/ Liquefaction Treatment Transportation Storage Lifecycle Services Value Proposition/ Application Re- gasification New with Air-X-Changers acquisition Engineered Tanks Engineered Tanks VJ Pipe Engineered Tanks VJ Pipe Trailers Shop Repair/Refub Ra
Slide 7: Chart Solutions & Products
Chart Solutions & Products Cold Boxes Specialty Pressure & Heat Transfer Equipment Brazed Aluminum Heat Exchangers Air Cooled Heat Exchangers Cryogenic Distribution & Storage Lifecycle Services LNG Virtual Pipeline Solutions Integrated Energy Systems
Slide 8: Where We Play in Global Infrastructure
Navy blue = 32.64.110 Light blue = 51.163.221 Green = 157.195.53 Orange = 253.164.30 Where We Play in Global Infrastructure *Source: Scotia Howard Weil Chart’s IPSMR®+ process provides as much as 8% increased efficiency over IPSMR® Requires approximately 25% less plot space than conventional pre-coo
Slide 9: Big LNG Order Opportunities
Big LNG Order Opportunities Number Project Chart Customer Operator Size Chart Content Expected Timing of Chart orders 1 - BOOKED Calcasieu Pass BHGE Venture Global 10 MTPA 18 cold boxes, BAHX Q1 2019 2 – BOOKED Gimi (Tortue) Black & Veatch Golar 3.75 MTPA 4x Cold boxes, BAHX 1H 2019 3 Driftwood Bech
Slide 10: Global LNG Opportunities
Global LNG Opportunities Regasification capacity and 2025 forecast* Regasification capacity is projected to increase 55% by 2025 *Source: Bloomberg **Source: IGU World LNG Report – 2019 Edition, IHS Markit, Company Announcements Note: Terminal numbers correspond to Appendix Global receiving terminal
Slide 11: Small and Utility-Scale LNG
Small and Utility-Scale LNG Navy blue = 157.195.53 Light blue = 51.163.221 Green = 157.195.53 Orange = 253.164.30 Road transportation Refueling infrastructure Industrial fuel supply China Road transportation Refueling infrastructure, including LNG, CNG and LCNG India Mining Gas/fuel for off-pipeline
Slide 12: Specialty Markets
Specialty Markets Up to 24 Extractors are able to be supplied by a CO2 Trifecta tied to our current CO2 Bulk Tanks Overview Our Products Food & Beverage Use of CO2 in grow houses Sub and super-critical CO2 in extraction Nitrogen dosing for packaging CO2 supply for extractor applications require pres
Slide 13: Specialty Markets (continued)
Specialty Markets (continued) Overview Our Products Lasers Four key uses Standard industrial applications such as fuel cell powered zero emissions trucks Liquefaction storage at H2 production sites H2 vehicle fueling stations H2 mobile equipment for delivery and hauling California opportunity driven
Slide 14: Leveraging Our Global Operations
Leveraging Our Global Operations Europe D&S West D&S East D&S East Asia-Pacific Americas Corporate Headquarters Ball Ground, GA E&C E&C Navy blue = 157.195.53 Light blue = 51.163.221 Green = 157.195.53 Orange = 253.164.30 Ferox – Decin, CR GOFA –Germany Flow – Germany VCT Vogel – Germany Germany (Cr
Slide 15: 2019 Guidance
2019 Guidance Full Year 2019 FY 2018 Results Sales $1.08B 28.6% growth 13.4% organic growth Adjusted EPS $2.02 Capital Expenditures $36M Sales $1.41B - $1.46B Inclusive of 2019 portion of Calcasieu Pass and Golar Gimi And 2H 19 AXC Adjusted EPS (1) $2.85 - $3.20 Assumes 21% full year tax rate Incldu