Deutz Ag · XETR:DEZ
Deutz — Investor Day (November 2021)
17 slides from Deutz's investor day presentation, Nov 17, 2021
Slide 1: Strategy Update
Strategy Update Dr. Frank Hiller, CEO November 17, 2021 | Coreum
Slide 2: Disclaimer
Disclaimer Unless stated otherwise, all the figures given in this presentation refer to continuing operations. The details given in this document are based on the information available at the time it was prepared. This presents the risk that actual figures may differ from forward-looking statements.
Slide 3: Global warming: a carbon dioxide problem
Global warming: a carbon dioxide problem 100 ▪ The 2015 Paris Agreement demands immediate action: 80 Our CO2 budget is limited! Actions have to start now! ▪ It needs global action now – 60 Gt CO2 / a otherwise the budget will be dried up in the mid 30s 40 20 CO2 Budget CO2 Budget 0 -20 2000 2010 202
Slide 4: Our answer: an open-minded approach to technology
Our answer: an open-minded approach to technology Biodiesel Multi-fuel Hydrogen Synthetic fuels Sustainable fuels H 48V 360V Modular battery Fuel cell Green electricity systems systems systems DEUTZ is tackling the challenges in off-highway applications by ensuring compatibility with different techn
Slide 5: Our goal: the optimal technology for each application
Our goal: the optimal technology for each application Piston engines Freeways, (diesel, LPG, CNG, e-fuel, H2) fields, construction sites Operating range / energy supply Distance to Hybrid powertrains Factory sites, Electric cattle sheds powertrains low Energy demand / cycle high Competitive powertra
Slide 6: DEUTZ 360V system components for electric drivetrains
DEUTZ 360V system components for electric drivetrains Inverter Systemcontroller for full hybrid Charger Hybrid-Powerpack: Power distribution unit DC/DC-converter High voltage battery Traction motor and inverter 6 DEUTZ | Capital Markets Day 2021
Slide 7: DEUTZ electric systems for off-highway machinery
DEUTZ electric systems for off-highway machinery Electrip telehandler 360V E-Drive hybrid axle 48V E-DEUTZ Mini-excavator 360V E-DEUTZ Ground support vehicle PowerTree 360V E-DEUTZ Crawler crane Next Gen modular mobile charging station E-DEUTZ battery Powertrains as well as charging infrastructure a
Slide 8: Hydrogen engine ready for the market
Hydrogen engine ready for the market ▪ TCG 7.8 H2 engine meets eligibility criteria set by the EU for zero CO2 emission ▪ Designed for use in stationary equipment, generators and rolling stock ▪ Pilot application (stationary equipment for power generation) with a regional utility partner – scheduled
Slide 9: Fuel cell partnership with Blue World Technologies
Fuel cell partnership with Blue World Technologies ▪ Strategic partnership with fuel cell manufacturer Blue World Technologies ▪ Based on Methanol as primary energy source ▪ Exclusive agreement for the distribution of stationary fuel cell gensets ▪ Acquisition of 10 percent stake planned 9 DEUTZ | C
Slide 10: Combustion engine technology still with a long-life expectancy
Combustion engine technology still with a long-life expectancy Outlook: Global passenger car volume Units (millions) 150 ▪ Global production of internal combustion 14 2.0% 10 engines for passenger cars will not peak until 5 2025 29 40 100 8 17 ▪ In 2030, the internal combustion engine will still 32
Slide 11: New segment structure from January 1, 2022
New segment structure from January 1, 2022 GREEN CLASSIC ▪ Electric drivetrains, Torqeedo and Futavis, ▪ Diesel, LPG and CNG, Bifuel hydrogen engines, Blue World Technologies1 ▪ Related services ▪ Related services ▪ GREEN still comparatively small but strong growing ▪ CLASSIC as “cashcow” but still
Slide 12: Rational for the new segment structure
Rational for the new segment structure ▪ DEUTZ is innovation leader in its industry, it has invested in sustainable drive trains already since 2017 ▪ New segment structure underlines our ambition to drive a new era of engine technologies ▪ GREEN stands for technologies and solutions that contribute
Slide 13: Strategic partnerships
Strategic partnerships ▪ Technology transformation impacts customer behavior – door has opened up for talks with customers ▪ Willingness to outsource engine business is increasing ▪ Long-term partnerships becoming more important for both CLASSIC and GREEN ▪ Many discussions ongoing Long-term partner
Slide 14: Sustainability Update
Sustainability Update
Slide 15: Taking Responsibility – DEUTZ's sustainability strategy
Taking Responsibility – DEUTZ’s sustainability strategy Fields of action Social responsibility Corporate responsibility Environmental responsibility Our prioritized Sustainable Development Goals 15 DEUTZ | Capital Markets Day 2021
Slide 16: Continuously improvement of ESG ratings
Continuously improvement of ESG ratings C+ (06/2021) 49 (05/2021) 39 (02/2021) BBB (11/2020) Sustainability efforts are paying off 16 DEUTZ | Capital Markets Day 2021
Slide 17: Thank you!
Thank you! DEUTZ AG Investor Relations Ottostr. 1 Phone: +49 221 822 3600 51149 Cologne, Germany E-mail: ir@deutz.com Phone: +49 (0) 221 822-0 E-mail: info@deutz.com www.deutz.com