Chart Industries, Inc. · NYSE:GTLS
Chart Industries — Stifel Industrials Conference 2014
12 slides from Chart Industries's conference presentation, Feb 26, 2014
Slide 1: Stifel Industrials Conference, February 27, 2014
STIFEL INDUSTRIALS CONFERENCE FEBRUARY 27, 2014 CHART INDUSTRIES, INC. Exhibit 99.1
Slide 2: Disclosure: Forward-Looking Statements
Disclosure Forward-Looking Statements: This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. The use of words such as “may”, “might”, “should”, “will”, “expect”, “plan”, “anticipate”, “believe”, “estimate”, “project”, “for
Slide 3: Company Overview
GTLS: GAS TO LIQUID SYSTEMS Technology leader that provides high-end equipment to the energy industry, which is the largest end-user of Chart’s products One of the leading suppliers in all primary markets served Global footprint for our operations on four continents with approximately 5,100 em
Slide 4: Energy & Chemicals (E&C) Overview
GTLS: GAS TO LIQUID SYSTEMS Middle East 6% Energy & Chemicals (E&C) Overview Natural Gas Processing 51% Air Separation 9% FY 2013 Sales by Industry Segment / Region Highlights Technology leader – providing heat exchangers and cold boxes critical to LNG, Olefin petrochemicals, natural gas processin
Slide 5: Distribution & Storage (D&S) Overview
GTLS: GAS TO LIQUID SYSTEMS Distribution & Storage (D&S) Overview FY 2013 Sales by Industry Segment / Region Highlights Balanced customer base – 51% of segment sales derived from products used in energy applications, including LNG Strategic footprint – manufacturing located near growing end mark
Slide 6: BioMedical Overview
GTLS: GAS TO LIQUID SYSTEMS BioMedical Overview FY 2013 Sales by Industry Segment / Region Highlights Increase in oxygen respiratory therapy expected, once impact of Medicare competitive bidding process on U.S. market consolidation is complete Life science based research expected to increase, le
Slide 7: Global Manufacturing & Distribution Platform
GTLS: GAS TO LIQUID SYSTEMS Global Manufacturing & Distribution Platform Operating leverage provides the flexibility to expand and reduce capacity as needed Major manufacturing locations include: North America - Georgia and Minnesota for D&S and BioMedical; also New York for BioMedical; Wiscon
Slide 8: Benefits of Using Natural Gas
GTLS: GAS TO LIQUID SYSTEMS Benefits of Using Natural Gas ECONOMICS EMISSIONS ENERGY INDEPENDENCE Crude oil / natural gas spread continues to be significant in U.S. Lower expected power costs for gas fired combined cycle plants The cleanest fossil fuel About ½ of CO2 emissions vs. coal Pow
Slide 9: LNG Value Chain
GTLS: GAS TO LIQUID SYSTEMS LNG Value Chain Uniquely positioned to address the entire LNG Value Chain – liquefaction, distribution, storage and end-use – Chart brings many years of experience in LNG solutions to our customers, facilitating the use of a clean-burning, safe fuel alternative to diesel
Slide 10: Historical Revenue Trends
GTLS: GAS TO LIQUID SYSTEMS Historical Revenue Trends 9 138 205 324 319 +28% 2013 $1,177 266 593 2012 $1,014 215 476 2011 $795 199 390 2010 $555 148 269 +115% 2013 $307 2012 $162 2011 $54 2010 $31 BioMed D&S E&C LNG Sales ($MM) Consolidated Sales ($MM) Chart continues to see overall revenue growth i
Slide 11: Historical Orders and Backlog
GTLS: GAS TO LIQUID SYSTEMS Historical Orders and Backlog Quarter-end Backlog ($MM) 10 Quarterly Orders ($MM) 0 50 100 150 200 250 300 350 400 450 500 550 600 650 700 750 Q1 10 Q1 12 Q3 10 Q1 11 Q3 11 Q3 12 Q3 13 Q1 13 E&C D&S BioMed 0 50 100 150 200 250 300 350 400 450 500 550 600 650 700 750 Q1 11
Slide 12: Summary of Investment Highlights
GTLS: GAS TO LIQUID SYSTEMS Very Stable Business Model • Attractive industry with long-term customer relationships • Solid platform with worldwide presence and leading industry positions in all segments Summary of Investment Highlights 11 Strong Balance Sheet • Strong organic earnings should provide
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