Andritz Ag · VIE:ANDR
Andritz — Investor Day (September 2021)
19 slides from Andritz's investor day presentation, Sep 15, 2021
Slide 1: Capital Market Day 2021: Metals
ANDRITZ CAPITAL MARKET DAY 2021 METALS JOACHIM SCHÖNBECK SEPTEMBER 15, 2021
Slide 2: Review CMD 2019: Roadmap 2020-2022
REVIEW CMD 2019: ROADMAP 2020 -2022 TARGET STATUS • Focus on light-weight materials for automotive applications: • AHSS (Advanced High-Strength Steel): Galvanizing lines • AHSS market leader • Aluminum: Continuous annealing and processing lines • Market down Achieved • Tailor welded blanks: laser we
Slide 3: ANDRITZ provides leading solutions for the current megatrends
ANDRITZ PROVIDES LEADING SOLUTIONS FOR THE CURRENT MEGATRENDS Decarbonization Circular Economy Digitalization • E-Mobility • ZEMAP • Asset Performance Management • Laser Welded Blanks • ZEHAP • Autonomous Operation • 3rd Generation High Strength Steel • … • Industrial Cyber Security • Silicon Steel
Slide 4: ANDRITZ provides key technologies to enable decarbonization in automotive
ANDRITZ PROVIDES KEY TECHNOLOGIES TO ENABLE DECARBONIZATION IN AUTOMOTIVE Decarbonization Circular Economy Digitalization • E-Mobility • ZEMAP • Asset Performance Management • Laser Welded Blanks • ZEHAP • Autonomous Operation • 3rd Generation High Strength Steel • … • Industrial Cyber Security • Si
Slide 5: ANDRITZ furnace technology drives development of new generation steel
ANDRITZ FURNACE TECHNOLOGY DRIVES DEVELOPMENT OF NEW GENERATION STEEL Galva + Hot stamping 1st sellable strip of this new + quenching Biggest worldwide capacity for generation steel grade this product & coating achieved done on ANDRITZ furnace - with ANDRITZ furnace 2018 Best gas jet cooling efficie
Slide 6: Latest innovations for continuous galvanizing lines
LATEST INNOVATIONS FOR CONTINUOUS GALVANIZING LINES Market leading solution for annealing and galvanizing of AHSS grades • High-quality solution to achieve homogeneous material properties. • The direct-fired furnace allows exact control of the atmospheric conditions and pre-oxidation of AHSS grades
Slide 7: ANDRITZ supplies key technologies for latest generation tailored blanks
ANDRITZ SUPPLIES KEY TECHNOLOGIES FOR LATEST GENERATION TAILORED BLANKS Cold and hot stamped Tailored Blanks in NAFTA 2016 average: 4.5 cold stamped welded blanks per vehicle in NAFTA • Cold stamped parts/vehicle are forecasted to increase to 8 applications per vehicle by 2021 • While the number of
Slide 8: 3rd Gen AHSS are exclusively produced on ANDRITZ furnaces and LWB lines
3RD GEN AHSS ARE EXCLUSIVELY PRODUCED ON ANDRITZ FURNACES AND ANDRITZ LWB LINES branded products branded products Fortiform® Made at Gent ANDRITZ furnace start-up in 2018 Made at Linz ANDRITZ furnace start-up 1998 revamp 2019 Ductibor® 1000 Usibor® 2000 Made at Florange Source: Arcelor Mittal ANDRIT
Slide 9: Increasing geometrical complexity and material strength drive LWB
INCREASING GEOMETRICAL COMPLEXITY AND MATERIAL STRENGTH DRIVE LWB LWB Rear Frame for PHEV Source: Arcelor Mittal Source: Arcelor Mittal 9 / ANDRITZ CMD 2021 - METALS, SEPTEMBER 15, 2021
Slide 10: LWB is a key driver to reduce GHG emissions in vehicle production and use
LWB IS A KEY DRIVER TO REDUCE GHG EMISSIONS IN VEHICLE PRODUCTION AND USE Hot Stamped LWB Rear H-Frame for PHEV – Weight Comparison Source: Arcelor Mittal 10 / ANDRITZ CMD 2021 - METALS, SEPTEMBER 15, 2021
Slide 11: ANDRITZ Soutec equipment for laser welded blanks (LWB)
ANDRITZ SOUTEC EQUIPMENT FOR LASER WELDED BLANKS (LWB) Market and Technology Leadership Coils Blanks Tailored Blanks Blanking Laser Cutting Welding Soulas Soutrac Welding systems for all kind of linear seams Welding systems for non-linear seams for mass production of complex design for mass producti
Slide 12: ANDRITZ solutions for cold rolling mills
ANDRITZ SOLUTIONS FOR COLD ROLLING MILLS ANDRITZ‘s proprietary S6-High Rolling Mill perfectly addresses the upcoming challenges of E-Mobility 12 / ANDRITZ CMD 2021 - METALS, SEPTEMBER 15, 2021
Slide 13: Latest innovations in cold rolling mill
LATEST INNOVATIONS IN COLD ROLLING MILL S6-High Next Generation for rolling new AHSS with higher tensile strength and lower strip gauges • High pass reduction and low number of passes • Increasing of the work roll diameter range by more than 65% by using of a second smaller work roll set • Two diffe
Slide 14: ANDRITZ provides leading solutions for the current megatrends
ANDRITZ PROVIDES LEADING SOLUTIONS FOR THE CURRENT MEGATRENDS Decarbonization Circular Economy Digitalization • E-Mobility • ZEMAP • Asset Performance Management • Laser Welded Blanks • ZEHAP • Autonomous Operation • 3rd Generation High Strength Steel • … • Industrial Cyber Security • Silicon Steel
Slide 15: CircleToZero in stainless steel processing
CircleToZero IN STAINLESS STEEL PROCESSING PYROMARS + ZEMAP – Zero Effluent Mixed Acid Pickling of stainless steel Two ZEMAP plants in operation in Republic of China. 15 / ANDRITZ CMD 2021 - METALS, SEPTEMBER 15, 2021
Slide 16: ANDRITZ provides leading solutions for the current megatrends
ANDRITZ PROVIDES LEADING SOLUTIONS FOR THE CURRENT MEGATRENDS Decarbonization Circular Economy Digitalization • E-Mobility • ZEMAP • Asset Performance Management • Laser Welded Blanks • ZEHAP • Autonomous Operation • 3rd Generation High Strength Steel • … • Industrial Cyber Security • Silicon Steel
Slide 17: Intelligent flat product processing
INTELLIGENT FLAT PRODUCT PROCESSING Target customers: world-class, flat products producer who delivers the product exactly as requested, on time and with consistent quality Increase Increase Improve Secure asset value product quality production performance sustainable production • Risk-based mainten
Slide 18: Roadmap 2022-2024
ROADMAP 2022-2024 Improve profitability and grow business volume • Finish turnaround and grow with healthy profit levels • Revenue towards 700 MEUR • EBITA > 6% • Increase share of service business to > 35% • Strengthen project management capabilities • Leverage niche market position into regional e
Slide 19: Many thanks!
ANDRITZ CAPITAL MARKET DAY 2021 MANY THANKS! SEPTEMBER 15, 2021