Andritz Ag · VIE:ANDR

Andritz — Investor Presentation (December 2022)

53 slides from Andritz's investor presentation, December 2022

Slide 1: Nonwoven: Growing Your Business Opportunities for Years to Come
NONWOVEN GROWING YOUR BUSINESS OPPORTUNITIES FOR YEARS TO COME DECEMBER 2022
Slide 3: The ANDRITZ Group
THE ANDRITZ GROUP REVENUE BY REGION 2021 AN D R I T Z i s a g l o b a l l y l e a d i n g s u p p l i e r of plants, equipment, systems, and services for the pulp and paper industry, the metalworking and steel industries, Europe & North America: 6,463 Emerging markets: hydropower stations, pumps, so
Slide 4: A World Market Leader with Four Business Areas
A WORLD MARKET LEADER WITH FOUR BUSINESS AREAS • Equipment for production of all types of pulp, paper, tissue, and board 48%* • Boilers for power generation • Flue gas cleaning systems • Plants and equipments for the production of nonwovens and absorbent hygiene products (AHP) P U L P & PA P E R • R
Slide 5: "We Care" - The ANDRITZ ESG Program
„WE CARE“ - THE ANDRITZ ESG PROGRAM Sustainability has always been an integral part of ANDRITZ’s corporate policy It is a decisive factor in order to be successful in the long-term and is an important element of the company's corporate policy and strategy OUR ESG VISION We are amongst the best in cl
Slide 6: Our ESG Goals at a Glance
WHAT WE WANT TO ACHIEVE: OUR ESG GOALS AT A GLANCE • Reduce green house gas • Reduce annual accident • Audited suppliers by 2025* SOCIAL GOVERNANCE ENVIRONMENTAL emissions by 50% until frequency rate (>1 day‘s 85% of procurement volume end of 2025 absence) by 30% compared to the preceding year • Imp
Slide 7: Safety at ANDRITZ
SAFETY AT ANDRITZ We strive for Z E R O AC C I D E N T S TAKE GOOD O V E R T H E PAS T Y E AR S TAR G E T 2 0 2 2 CARE OF AFR* reduced Reduce the AFR* YOURSELF! B Y AP P R O X . 3 0 % BY FURTHER 30% (every year) (AFR 2021: 3.1) We are constantly improving and monitoring our safety performance M E D
Slide 9: Our Mission, Vision, and Values
OUR MISSION, VISION, AND VALUES „We love what we do and we do everything to make sure that our customers succeed“ OUR MISSION OUR VISION OUR VALUES We drive the success of our customers through In our nonwoven (disposable and durable) and We at ANDRITZ all share the same core values innovative and q
Slide 10: Our Core Behaviors
OUR CORE BEHAVIORS C U S TO M E R F O C U S OWNERSHIP FOR P E R F O R M AN C E S H AR E D COMMITMENT OPENNESS „The core behaviors are the visible expression of our values“ ANDRITZ Nonwoven management team 10 / ANDRITZ NONWOVEN / DECEMBER 2022 / © COPYRIGHT
Slide 11: ANDRITZ Nonwoven
ANDRITZ NONWOVEN “We are one division fully committed to the nonwovens industry – from the raw material up to converting.” Andreas Lukas, Senior Vice President and Division manager at ANDRITZ Nonwoven 11 / ANDRITZ NONWOVEN / DECEMBER 2022 / © COPYRIGHT
Slide 12: Nonwoven Industry Value Chain and ANDRITZ Involvement
ANDRITZ NONWOVEN Nonwoven industry value chain and ANDRITZ involvement 1 2 3 4 5 RAW MATERIAL COMPONENTS NONWOVENS CONVERTING PRODUCTION KEY APPLICATIONS END-USER & & MACHINERY RETAILERS RAW MATERIALS COMPONENTS NONWOVENS PRODUCTI CONVERTERS Man-made staple fibers Film Membrane ON KEY APPLICATIONS M
Slide 13: ANDRITZ Nonwoven: >120 Years of Experience
ANDRITZ NONWOVEN “One division fully committed to the nonwovens industry – from the raw material up to converting” ONE OF THE WORLD‘S WIDE RANGE OF leading nonwoven and textile 4 TECHNICAL CENTERS machinery and line supplier TECHNOLOGIES within ANDRITZ for Spunbond, Spunlace, Needlepunch, continuous
Slide 14: ANDRITZ Nonwoven Midterm Goals at a Glance
ANDRITZ NONWOVEN MIDTERM GOALS AT A GLANCE LIFE-CYCLE SUPPORT WITH C U S T O M E R S AT I S F A C T I O N A STRONG GLOBAL SERVICE AND CLO S E PARTNE RS HI P O R G AN I Z AT I O N S TAB L E G R O W T H W I T H A INCREASE REVENUE FROM STRONG FOCUS ON S U S TAI N AB L E S O L U T I O N S I N N O VAT I
Slide 15: Technology Highlights of the Last 10 Years
TECHNOLOGY HIGHLIGHTS OF THE LAST 10 YEARS 2012 2012 2013 2014 2014 First high-speed Complete airlay line Opening of needlepunch Introduction of Introduction of TT card in operation at CETI facilities technical center WetlaceTM line high-speed crosslapper 2021 2020 2020 2019 2015 New Wetlace CP Face
Slide 16: Our Story - Committed to the Nonwovens Industry
OUR STORY - COMMITTED TO THE NONWOVENS INDUSTRY The way to complete nonwoven processes and a global service network ANDRITZ Küsters, Germany ANDRITZ Brasil Curibita, 2006 Competence and technical center 2013 ANDRITZ China, Wuxi, China Sales, manufacturing Brazil Spunbond and Wetlaid/Wetlace and serv
Slide 18: Macro Drivers in Nonwovens Industry
MACRO DRIVERS IN NONWOVENS INDUSTRY A constant growing market • China’s growth and ambitious goals MIC25 (decoupling process) ECONOMIC • Trade protections and policy uncertainty in some regions FORECAST • The rising level of GDP per capita globally • Global political uncertainties • Global populatio
Slide 19: ANDRITZ Nonwoven
ANDRITZ NONWOVEN One division fully committed to the nonwovens industry – from the raw material up to converting “We’re here to give you support in every aspect of your nonwovens production from low to high capacities. You benefit from the most advanced expertise and complete solutions for disposabl
Slide 20: ANDRITZ Nonwoven Technologies Overview
ANDRITZ NONWOVEN One division fully committed to the nonwovens industry – from the raw material up to converting We’re here to give you support in every aspect of your nonwovens production from low to high capacities. You benefit from the most advanced expertise and complete solutions for: AIR-THROU
Slide 21: Exceed Market Speed with Spunlace
EXCEED MARKET SPEED WITH SPUNLACE ANDRITZ neXline spunlace • Complete production lines incl. opening/blending, carding, crosslapper (for technical products), hydroentanglement, dewatering, drying, winding and slitting/re-winding • Leading and experienced supplier for complete spunlace production lin
Slide 22: Let Your Investment Flow Back with Wetlace
LET YOUR INVESTMENT FLOW BACK WITH WETLACE ANDRITZ neXline wetlace • Complete production lines incl. stock preparation, forming, hydroentanglement, drying • The original ANDRITZ Wetlace™ technology combines wet forming/laying and hydroentanglement for the production of sustainable wipes • All types
Slide 23: Sustainable Future with Wetlace CP
SUSTAINABLE FUTURE WITH WETLACE CP ANDRITZ neXline wetlace CP (carded-pulp) for the production of bio-based wipes • Complete production lines incl. stock preparation, wetlaid forming, opening/blending, carding, hydroentanglement, drying • Cost-efficient, flexible and reliable process, which combines
Slide 24: Get into Care Business with Air-Through Bonding
GET INTO CARE BUSINESS WITH AIR-THROUGH BONDING ANDRITZ neXline air-through bonding • Complete production lines incl. opening/blending, carding, bonding, winding and slitting/re-winding • Vast expertise in a wide range of hygiene nonwovens technologies for web forming and finishing • Bi-component fi
Slide 25: Be on Top of the Spunlaid Race
BE ON TOP OF THE SPUNLAID RACE ANDRITZ neXline finish - from bonding to finishing • Complete lines from bonding to finishing incl. calenders, spunjet, low-add on and dryers • Highest capabilities, reproducibility, reliability and efficiency • Over 60 years of experience and more than 600 nonwovens c
Slide 26: Adding Value to Nonwoven with Finishing Lines
ADDING VALUE TO NONWOVEN WITH FINISHING LINES ANDRITZ finishing solutions • Low add-on for hygiene applications with the neXkiss kiss-roll applicator and perfect impregnation with the neXchem padder • Improved product properties, manifold functionalities, and significant added value • Finishes: hydr
Slide 27: Convert Ideas into Profit
CONVERT IDEAS INTO PROFIT ANDRITZ converting lines • Complete converting lines for hygiene, food pads, lamination and face masks • Our machines ranges from market entry to high capacities and are built with a modular frame concept that allows customized configurations • Wide range of end-products –
Slide 28: Increase Your Success with Needlepunch
INCREASE YOUR SUCCESS WITH NEEDLEPUNCH ANDRITZ neXline needlepunch - state-of-the-art needlepunch lines for durable end-uses • Complete production lines incl. opening/blending, carding, crosslapping, drafting, needling, thermobonding/calendering and end of line equipment • Our needlepunch portfolio
Slide 29: Let Your Investment Flow Back with Wetlaid
LET YOUR INVESTMENT FLOW BACK WITH WETLAID ANDRITZ neXline wetlaid • Complete production lines incl. stock preparation, forming, drying, winding and slitting/re-winding • Years of development competence in the wetlaid sector and special expertise in the processing of glass fibers • We provide you wi
Slide 30: One Step Ahead with Airlay Technology
ONE STEP AHEAD WITH AIRLAY TECHNOLOGY ANDRITZ airlay technology • Complete production lines incl. blending line, pre- and fine opening, mat forming, mat consolidation with needling and/or thermobonding • With close to a century of experience in the fine art of textile processes, we offer high qualit
Slide 31: Added-Value with Decortication / Cottonizing
ADDED-VALUE WITH DECORTICATION / COTTONIZING ANDRITZ decortication/cottonizing technology • Complete processes for bast fibers opening and cleaning (hemp, flax, coco, jute...) preparing them for spinning as well as for nonwovens • 60 years of experience in processing bast fibers • Technical center t
Slide 32: Recycle Textile Waste into Profit
RECYCLE TEXTILE WASTE INTO PROFIT ANDRITZ recycling technology • Complete soft and hard waste recycling processes for re-spinning and nonwovens production • Leading supplier in textile recycling with almost 100 years of experience in this field • Wide range of end-products – woven and knitted produc
Slide 33: Keep Your Profits Rolling with Textile Calenders
KEEP YOUR PROFITS ROLLING WITH TEXTILE CALENDERS ANDRITZ teXcal calender range – more than 150 years experience • Our textile calender portfolio ranges from two-roll calenders to three-roll calenders to special configurations designed precisely to meet your needs • State-of-the-art deflection-contro
Slide 35: ANDRITZ Nonwoven
ANDRITZ NONWOVEN One division fully committed to the nonwovens industry – from the raw material up to converting “Continuous research and development targeting customer needs is key in an increasing demanding market. Ensure a fast, profitable and sustained ROI based on decades of experience and expe
Slide 36: Full Range of Capabilities: Technology
FULL RANGE OF CAPABILITIES Technology INNOVATION IS PART OF OUR DNA Benefit from: • Developments that optimize nonwoven processes, cut energy costs, and add value to your production • More than 100 granted patents • Close collaboration with international institutes, professional associations and uni
Slide 37: Technology - State-of-the-Art Technical Center
FULL RANGE OF CAPABILITIES Technology - Innovation is a part of our DNA STATE-OF-THE-ART TECHNICAL CENTER • Covering the main nonwoven technologies and nonwoven processes • Forming technologies: Drylaid, wetlaid, composites • Bonding technologies: Spunlacing, needlepunching, calender bonding, air-th
Slide 39: ANDRITZ Nonwoven
ANDRITZ NONWOVEN One division fully committed to the nonwovens industry – from the raw material up to converting “Our mission in operations is to deliver on time and on budget to satisfied customers, through a collaborative approach that maximizes the success of our customers while having safety as
Slide 40: Operational Excellence
FULL RANGE OF CAPABILITIES Operational excellence Project management Operations Mission • Deliver on time and on budget • Lean principles employed in all process steps of our value chain Engineering Logistics • Maximum safety for our people and customers Automation and digital Assembly solutions Pur
Slide 41: Project and Site Management
FULL RANGE OF CAPABILITIES Project and site management ON-SITE TEAMWORK LEADS TO SUCCESS Benefit from: • Highly competitive solutions in terms of costs, quality and lead time. • A worldwide network and global experience • Great leadership abilities of our project & site managers • Customer focused p
Slide 42: Engineering & Manufacturing
FULL RANGE OF CAPABILITIES Engineering & Manufacturing ENGINEERING & MANUFACTURING AS A BASIS FOR TECHNOLOGY LEADERSHIP Benefit from: • Highly skilled and proficient competencies in engineering, design and planning • Continuous technological development, joint developments between the engineering an
Slide 43: Automation and Digital Solutions with Metris
FULL RANGE OF CAPABILITIES Automation and digital solutions with Metris BROAD PORTFOLIO OF INTELLIGENT; DIGITAL SOLUTIONS AND PRODUCTS WITH THE BRAND METRIS Benefit from: • Fully tailored solutions • Improving safety • Enhancing plant efficiency and profitability • Optimizing the use of resources •
Slide 45: ANDRITZ Nonwoven
ANDRITZ NONWOVEN One division fully committed to the nonwovens industry – from the raw material up to converting “Our mission is to make sure that our customers can continuously meet their targets in terms of machine uptime, quality of the manufactured product as well as waste levels and energy cons
Slide 46: Service
FULL RANGE OF CAPABILITIES Service BROAD SERVICE PORTFOLIO KEEPS YOUR MACHINES AT PEAK PERFORMANCE Benefit from: • Outstanding service product portfolio – from spare parts to complete solution provider • Close cooperation with the customer operation and maintenance personnel • Committed to improved
Slide 47: Leverage Your Competitive Edge with Our Spot-On Service
FULL RANGE OF CAPABILITIES Leverage your competitive edge with our spot-on service SERVICE POSITION STATEMENT Digital service solutions Among the nonwoven machinery service, ANDRITZ Nonwoven is the total solution provider that gives Service Remote best up-time and predictability because we stock agr
Slide 48: Service Centers Around the Globe
SERVICE CENTERS AROUND THE GLOBE Global supplier – local presence ANDRITZ Asselin- ANDRITZ Laroche, ANDRITZ Küsters, ANDRITZ Perfojet, ANDRITZ Diatec, Thibeau, Elbeuf, France Cours, France Krefeld, Germany Montbonnot, France Collecorvino, Italy Service offerings Service offerings Service offerings S
Slide 49: Service Centers Around the Globe
SERVICE CENTERS AROUND THE GLOBE Global supplier – local presence ANDRITZ Küsters ANDRITZ SHW ANDRITZ (China) Ltd. , ANDRITZ Technologies Spartanburg, USA Torrington, USA Wuxi branch Pvt. Ltd., Chennai, India Service offerings Service offerings Service offerings Service offerings • roll service cent
Slide 50: Roll Service Centers Around the Globe
ROLL SERVICE CENTERS AROUND THE GLOBE Global supplier – local presence ANDRITZ Küsters ANDRITZ SHW ANDRITZ (China) Ltd., ANDRITZ Küsters, Spartanburg, USA Torrington, USA Wuxi branch Krefeld, Germany The service center The service center The service center The service center encompasses: encompasses
Slide 52: Strategic Approach
STRATEGIC APPROACH One division fully committed to the nonwovens industry – from the raw material up to converting • Customer satisfaction and close partnership • Industrial IoT solutions: METRIS • Continuous development of technical and service products • Emphasized focus on renewable energy and su
Slide 53: Legal Disclaimer
LEGAL DISCLAIMER © ANDRITZ AG 2022 This presentation contains valuable, proprietary property belonging to ANDRITZ AG or its affiliates (“the ANDRITZ GROUP”), an d no licenses or other intellectual property rights are granted herein, nor shall the contents of this presentation form part of any sales

Andritz — Investor Presentation (December 2022) on 6ix

Andritz — Investor Presentation (December 2022)

Slide 1: Nonwoven: Growing Your Business Opportunities for Years to Come

Slide 2: Chapter Overview

Slide 3: The ANDRITZ Group

Slide 4: A World Market Leader with Four Business Areas

Slide 5: "We Care" - The ANDRITZ ESG Program

Slide 6: Our ESG Goals at a Glance

Slide 7: Safety at ANDRITZ

Slide 8: ANDRITZ Nonwoven

Slide 9: Our Mission, Vision, and Values

Slide 10: Our Core Behaviors

Slide 11: ANDRITZ Nonwoven

Slide 12: Nonwoven Industry Value Chain and ANDRITZ Involvement

Slide 13: ANDRITZ Nonwoven: >120 Years of Experience

Slide 14: ANDRITZ Nonwoven Midterm Goals at a Glance

Slide 15: Technology Highlights of the Last 10 Years

Slide 16: Our Story - Committed to the Nonwovens Industry

Slide 17: Full Range of Capabilities: Technologies and Production Lines

Slide 18: Macro Drivers in Nonwovens Industry

Slide 19: ANDRITZ Nonwoven

Slide 20: ANDRITZ Nonwoven Technologies Overview

Slide 21: Exceed Market Speed with Spunlace

Slide 22: Let Your Investment Flow Back with Wetlace

Slide 23: Sustainable Future with Wetlace CP

Slide 24: Get into Care Business with Air-Through Bonding

Slide 25: Be on Top of the Spunlaid Race

Slide 26: Adding Value to Nonwoven with Finishing Lines

Slide 27: Convert Ideas into Profit

Slide 28: Increase Your Success with Needlepunch

Slide 29: Let Your Investment Flow Back with Wetlaid

Slide 30: One Step Ahead with Airlay Technology

Slide 31: Added-Value with Decortication / Cottonizing

Slide 32: Recycle Textile Waste into Profit

Slide 33: Keep Your Profits Rolling with Textile Calenders

Slide 34: Full Range of Capabilities: Research and Development

Slide 35: ANDRITZ Nonwoven

Slide 36: Full Range of Capabilities: Technology

Slide 37: Technology - State-of-the-Art Technical Center

Slide 38: Full Range of Capabilities: Operations

Slide 39: ANDRITZ Nonwoven

Slide 40: Operational Excellence

Slide 41: Project and Site Management

Slide 42: Engineering & Manufacturing

Slide 43: Automation and Digital Solutions with Metris

Slide 44: Full Range of Capabilities: Service

Slide 45: ANDRITZ Nonwoven

Slide 46: Service

Slide 47: Leverage Your Competitive Edge with Our Spot-On Service

Slide 48: Service Centers Around the Globe

Slide 49: Service Centers Around the Globe

Slide 50: Roll Service Centers Around the Globe

Slide 51: Strategic Approach

Slide 52: Strategic Approach

Slide 53: Legal Disclaimer