Georg Fischer Ag · SIX:GF

Georg Fischer — Investor Presentation (September 2024)

22 slides from Georg Fischer's investor presentation, Sep 19, 2024

1. Slide 1: Investora 2024

   September 19, 2024 Investora 2024 Nadine Gruber, Investor Relations © GF v3.0

2. Slide 2: Pioneering industrial technology

   Investor presentation Pioneering industrial technology GF Corporate GF Piping Systems GF Casting Solutions GF Machining Solutions GF Building Flow Solutions 1802 1864 1897 1921 2023 GF founded First piping First automotive First A fourth division in Schaffhausen systems product part machinery Johann

3. Slide 3: A diversified business model structured in four divisions

   Investor presentation A diversified business model structured in four divisions GF Piping Systems GF Building Flow Solutions GF Casting Solutions GF Machining Solutions Enabling safe and Unlocking the potential of Empowering sustainable Advancing energy efficient sustainable transport of water to pr

4. Slide 4: Establishing leadership in Water and Flow Solutions through a comprehensive global portfolio

   Investor presentation Establishing leadership in Water and Flow Solutions through a comprehensive global portfolio Sales per business* (in CHF million) Sales per region* (in %) Water & Flow Solutions Rest of World GF Machining Solutions 4% 18% Asia 23% Europe GF Piping 41% 18% 5.1 Systems Industry &

5. Slide 5: GFs growth opportunities are supported by global long-term trends

   Investor presentation GFs growth opportunities are supported by global long-term trends Energy efficiency in buildings Urbanization & immigration Digitalization & AI Labor shortage & automation Water scarcity Energy transition © GF v3.0 5 Zürich, September 19, 2024 | Nadine Gruber, Investor Relation

6. Slide 6: Global presence with local excellence

   Investor presentation Global presence with local excellence Present in 45 countries with 19’824 employees 25% 52% 23% Americas EMEA Asia Pacific 3 14 2 3,113 12,607 4,104 105 production sites 146 sales sites 19 R&D centers GFPS GFBFS Share of GFCS Sales* GFMS *2023 sales pro-forma R&D centers: May i

7. Slide 7: Key financial figures – Three years view

   Investor presentation Key financial figures – Three years view Sales Organic growth EBITDA-Margin Employees CHF million % before one-offs in CHF million FTE 3’722 3’998 4’026 12.7 12.7* 19’824 15.9 15’111 15’207 13.5 11.1 3.7 2021 2022 2023 2021 2022 2023 2021 2022 2023 2021 2022 2023 *comparable (w

8. Slide 8: Leading the way in corporate sustainability

   Investor presentation Leading the way in corporate sustainability Rating agency Rating Sustainability achievements across divisions and regions A (transparency and performance on climate change) Gold for GF Piping Systems, GF Building Flow Solutions, GF Casting Solutions; Silver for GF Machining Sol

9. Slide 9: GF Piping Systems – leading flow solutions provider

   Investor presentation GF Piping Systems – leading flow solutions provider Key Figures 2023 Segments Sales: 2’066 million CHF EBIT margin: 13.3% ROIC: 31.1% 8’798 employees Industrial water Semiconductor Chemical Water Gas Marine Waste & treatment process industry distribution distribution storm wate

10. Slide 10: Lacid case

    Lacid case © GF v3.0 10 Zürich, September 19, 2024 | Nadine Gruber, Investor Relations

11. Slide 11: Optimizing lactic acid production for bioplastics

    Investor presentation Optimizing lactic acid production for bioplastics ▪ Challenge Boosting production while conserving natural resources. ▪ Strategic Customer Partnership OMZ in Tianjin, China, produces process equipment used in lactic acid production, which is essential for bioplastics. ▪ Advance

12. Slide 12: GF Building Flow Solutions – moving water

    Investor presentation GF Building Flow Solutions – moving water Key Figures 20231 Segments Sales: 1’221 million EUR EBIT margin (comparable): 12.3% 3’687 employees H&C Heating & Cooling H&C Wastewater Special applications Water Supply Water Controls systems Sales by segment1,2 Sales by region1 1% Ro

13. Slide 13: © GF v3.0

    © GF v3.0 13 Zürich, September 19, 2024 | Nadine Gruber, Investor Relations

14. Slide 14: Energy efficiency & comfort for high-rise buildings

    Investor presentation Energy efficiency & comfort for high-rise buildings ▪ Challenge Addressing diverse heating and cooling needs in high-rise buildings. ▪ Strategic Customer Partnership Bild Collaboration with gsp Städtebau Berlin and Magnus Kaminiarz & Cie. Architektur for building automation. Up

15. Slide 15: GF Casting Solutions – driving sustainable mobility

    Investor presentation GF Casting Solutions – driving sustainable mobility Key Figures 2023 Segments Sales: 910 million CHF EBIT margin: 7.0% ROIC: 17.6% 3’792 employees Light vehicle Off Highway & Trucks Industrial Applications Aerospace Energy Sales by segment Sales by region 11% Aerospace / Energy

16. Slide 16: © GF v3.0

    © GF v3.0 16 Zürich, September 19, 2024 | Nadine Gruber, Investor Relations

17. Slide 17: Paradigm shift in automotive manufacturing

    Investor presentation Paradigm shift in automotive manufacturing ▪ Challenge Reducing vehicle weight and optimizing aerodynamics are critical for energy efficiency. ▪ Advanced Solution Integrated big castings replace up to 1,800 welding dots and 72 single components, boosting part performance. ▪ Str

18. Slide 18: GF Machining Solutions – precision and efficiency

    Investor presentation GF Machining Solutions – precision and efficiency Key Figures 2023 Segments Sales: 907 million CHF EBIT margin: 6.8% ROIC: 22.9% 3’377 employees ICT Aerospace Medical Consumer Packaging New Energy Automotive Goods Vehicles Sales by segment Sales by region 4% RoW Customers 30% C

19. Slide 19: © GF v3.0

    © GF v3.0

20. Slide 20: High performance solutions for aerospace and energy industry

    Investor presentation High performance solutions for aerospace and energy industry ▪ Challenge Achieving net zero by 2050 demands investments in energy-efficient engine and fuel technologies. ▪ Advanced Solution GF’s CUT S 400 tackles fir-tree disk manufacturing with new superalloys. ▪ Strategic Par

21. Slide 21: Becoming better every day – since 1802

    Investor presentation Becoming better every day – since 1802 © GF v3.0 21 Zürich, September 19, 2024 | Nadine Gruber, Investor Relations

22. Slide 22: Disclaimer

    Investor presentation Disclaimer This publication constitutes neither an offer to sell nor a solicitation to buy securities of Georg Fischer AG or of any other company and it does not constitute a prospectus or similar notice within the meaning of articles 35 et seqq. or 69 of the Swiss Financial Se

Georg Fischer — Investor Presentation (September 2024) on 6ix