Bekaert Sa · EURONEXT:BEKB
Bekaert Sa — Investor Presentation (2023)
26 slides from Bekaert Sa's investor presentation, 2023
Slide 1: Bekaert in Brief
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Slide 2: Table of Contents
Table of Contents Bekaert Our strategy: Core and Beyond − Who we are − Strategy: a reminder − Our purpose − Beyond markets − Our core competencies − Transversal update − Our history − Bekaert technological leadership − Our team − Where innovation meets sustainability: green hydrogen − Long-term sust
Slide 3: Who we are
Who we are 3
Slide 4: Who are we
Who are we Global market and technology leader in material science of steel wire transformation and coating technologies Bekaert at a glance What sets us apart ▪ Preferred partner serving customers ▪ Unmatched products and solutions for customers in 130 countries across a wide range of industries ▪
Slide 5: Our Purpose
Our Purpose We establish the new possible – safe, smart, sustainable PURPOSE Establishing the new possible We will continue to strengthen our core in steel wire applications, and we will pioneer with creativity beyond steel into new materials, new markets, services, and solutions. AMBITION Be the le
Slide 6: Our core competencies
Our core competencies Bekaert is a global market and technology leader in material science of steel wire transformation and coating technologies, and beyond Steel Wire Transformation Coating Technologies From wire rod 6.5mm... from traditional coatings... to drawing, bunching, to adhesion, corrosion
Slide 7: 140+ years of innovation, growth and value creation
140+ years of innovation, growth and value creation Leveraging our strong roots to build a successful future PIONEERING INNOVATING GROWING PERFORMING PURSUING Established in Belgium in First patent application in Global expansion Performance Partnerships and 1880 as a small barbed wire June 1881 thr
Slide 8: Our Bekaert Group Executive (BGE) team
Our Bekaert Group Executive (BGE) team The BGE is composed of members representing the global Business Units and the global functions Oswald Schmid CEO Oswald Schmid Yves Kerstens François Desné Annie Xu-Huhmann Divisional CEO Divisional CEO Divisional CEO Divisional CEO ad interim Specialty Busines
Slide 9: Key Figures
Key Figures 9
Slide 10: Bekaert key figures
Bekaert key figures Bekaert reported €6.9bn in combined sales and an EBITu of €459m in 2022 Bekaert... In 2022... serves customers in €6.9bn 8.3% carbon emission reduction 130 countries combined sales in Scope 1 & 2 (vs. 2019) manufactures in €459m +2 100 75 production plants EBITu patents employs 0
Slide 11: Balanced, Global Presence
Balanced, Global Presence 11
Slide 12: Balanced business
Balanced business Building a balanced business by end-market and by region (2022 consolidated sales: €5.7bn) Bekaert in brief, 2023 12
Slide 13: Four Business Units
Four Business Units Consolidated sales by business unit (2022: €5.7bn) Rubber Reinforcement Steel Wire Solutions Specialty Businesses Bridon-Bekaert Ropes (RR) (SWS) (SpB) Group (BBRG) Tire cord, bead wire, hose Steel wire products and solutions Building products, fiber Ropes and advanced cords rein
Slide 14: Bekaert global presence
Bekaert global presence Bekaert operates 75 manufacturing plants in 25 countries globally 23 production plants 9 production plants 21 production plants 10 production plants 12 Bekaert production plants production plants Bekaert offices Bekaert Technology Centers Bekaert in brief, 2023 14
Slide 15: Product portfolio and sector focus
Product portfolio and sector focus Starting from our roots, we strengthen our core and invest in beyond steel solutions First patent application 22 June 1881 Roots Core Beyond Innovative from the Strong positions in Growth potential driven by beginning traditional markets megatrends & beyond steel B
Slide 16: Our Strategy: Core & Beyond
Our Strategy: Core & Beyond 16
Slide 17: Strategy: a reminder
Strategy: a reminder Our Core and Beyond approach aims to future proof our portfolio Bekaert in brief, 2023 17
Slide 18: Beyond markets
Beyond markets In addition to ‘Strengthening the Core’ and ‘Optimizing our Portfolio’ as part of BU strategy Enabling the Embracing the Developing the Accelerate with Energy Transition Future of Mobility Future of Construction Smart Solutions Bekaert to become a leader in Bekaert to leverage current
Slide 19: Transversal update
Transversal update New corporate purpose established, driving further strategic progress Innovation Sustainability Digital Recognized as a leader in energy transition Leading in our industry. delivering on Driving efficient processes through the and tire reinforcement markets strong validated commit
Slide 20: Bekaert technological leadership
Bekaert technological leadership We continue to innovate and transform ▪ Co-creation with customers and suppliers €70m* +2 100 ▪ Outward orientation R&D in 2022 Patents and patent rights ▪ international team of technologists ▪ cooperation with internationally renowned research centers & Global R&D u
Slide 21: Where innovation meets sustainability: green hydrogen
Where innovation meets sustainability: green hydrogen Our key growth segment: clean hydrogen solutions Green hydrogen Bekaert has been active in electrolysis technologies for 20 years and has built a strong position in the market of PEM electrolysis for hydrogen power. ▪ We invest intensively to mee
Slide 22: Where digital meets sustainability: new mobility
Where digital meets sustainability: new mobility Multiple solutions across new mobility New mobility Bekaert invested in Cargo Sous Terrain and is technology advisor on the CST Board Cargo Sous Terrain will bring all cargo transport underground for Switzerland’s main logistic axes: the e-cargo units
Slide 23: Long-term sustainability targets
Long-term sustainability targets Bekaert’s sustainability targets cover three pillars: environmental, social and governance Bekaert in brief, 2023 23
Slide 24: ESG credentials
ESG credentials Ongoing recognition from ESG rating agencies Rating agency Latest rating Bekaert’s GHG emission reduction targets were validated by the SBTi B Bekaert received a Gold EcoVadis 75 score for its performance in 2021 A Second consecutive annual improvement of the CDP rating by 47 2 steps
Slide 25: Learn More About Bekaert
Learn More About Bekaert More information on our solutions available on our website 25
Slide 26: Bekaert
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