Comet Holding Ag · SIX:COTN

Comet — Investor Day (November 2017)

24 slides from Comet's investor day presentation, Nov 22, 2017

Slide 1: Leveraging our Leading Technology with Industry 4.0
Leveraging our Leading Technology with Industry 4.0 Detlef Steck, President Industrial X-ray Systems, November 22, 2017 Technology with Passion
Slide 2: We make the invisible visible
We make the invisible visible Our x-ray and computed tomography solutions allow our industrial customers to optimize their production processes, to create innovative offers and ensure the quality and safety of their products in an efficient way. IXS | Investor Day 2017 | 22.11.2017 2
Slide 3: Diversified in terms of industries and applications
Diversified in terms of industries and applications Electronics Automotive Sources: GTMA Apple Tesla Aerospace Science & New Materials Yxlon IXS | Investor Day 2017 | 22.11.2017 3
Slide 4: Electronics
Electronics IXS | Investor Day 2017 | 22.11.2017 4
Slide 5: Automotive
Automotive IXS | Investor Day 2017 | 22.11.2017 5
Slide 6: Aerospace
Aerospace Picture sources: GE Aviation IXS | Investor Day 2017 | 22.11.2017 6
Slide 7: Science & New Materials
Science & New Materials e.g. Additive manufacturing of medical implants Prof. Abbas Azari IXS | Investor Day 2017 | 22.11.2017 7
Slide 8: Global reach: representatives in > 50 countries
Global reach: representatives in > 50 countries More than 420 employees world-wide ensure we are close to our customers IXS | Investor Day 2017 | 22.11.2017 8
Slide 9: Profitable business with dynamic growth
Profitable business with dynamic growth Sales 2016: 121 MCHF 3% 12% Automotive Electronics 38% 18% Aerospace Science & New Materials Other 29% Growth: 12% CAGR (2015-2017) IXS | Investor Day 2017 | 22.11.2017 9
Slide 10: Digitalization – a huge opportunity leveraging the three technologies of Comet Group
Digitalization – a huge opportunity leveraging the three technologies of Comet Group IXS | Investor Day 2017 | 22.11.2017 10
Slide 11: Digitalization – a key driver of customer needs
Digitalization – a key driver of customer needs Low cost High speed 100% quality IXS | Investor Day 2017 | 22.11.2017 11
Slide 12: IXS well positioned to create additional customer value
IXS well positioned to create additional customer value Process control Manufacturing yield Connectivity IXS | Investor Day 2017 | 22.11.2017 12
Slide 13: Market volume expected to nearly double by 2021
Market volume expected to nearly double by 2021 2016 2021 5% 25% 12% 655 Mio. EUR 1.270 Mio. EUR 56% 19% 83% Addressable market by Current products New Products New Applications IXS | Investor Day 2017 | 22.11.2017 13
Slide 14: Strategy sharpened to seize these opportunities
Strategy sharpened to seize these opportunities We will  enhance our software knowledge  apply a modular approach to reduce complexity  partner with end users, OEMs and system integrators  invest in new technology, portfolio renewal, processes and developing our culture  continue to grow dynami
Slide 15: Strategy with 7 workstreams to drive growth
Strategy with 7 workstreams to drive growth A. Additional Growth B. Market Penetration Metrology C. Service 4.0 Inline CT (X-ray 4.0) E. Operational Excellence Complexity Electronics 4.0 F. Management D. Business Development G. Great place to work IXS | Investor Day 2017 | 22.11.2017 15
Slide 16: Metrology – from evaluating to measuring
Metrology – from evaluating to measuring  The invisible becomes measurable  Multiple advantages over other methods  Complex components like in additive manufacturing (bionic design)  Highly precise reverse engineering  Increases overall value of CT IXS | Investor Day 2017 | 22.11.2017 16
Slide 17: Metrology – market reaction confirms growth potential
Metrology – market reaction confirms growth potential  Dedicated metrology systems launched at Control 2017  Growing number of projects from 1,8% of total OI in 2016 to 8,7% in 2017  Proven accuracy (4 µm, classified according to VDI/VDE 2630)  Target markets; electronics, automotive, medtech, c
Slide 18: Inline CT – computed tomography moves from the lab to the production line
Inline CT – computed tomography moves from the lab to the production line  Fast sensor  100% sensor  Fully automated  Real-time information  Enables manufacturing process control IXS | Investor Day 2017 | 22.11.2017 18
Slide 19: Inline CT – strong customer pull to produce quality rather than inspect quality
Inline CT – strong customer pull to produce quality rather than inspect quality  Prototype under construction  Evaluation of pilot projects with customers  Building on our experience from inline solutions with ADR in tire and wheel  Microvista SW acquisition accelerates market entry IXS | Invest
Slide 20: Electronics 4.0 – enabling connectivity for Industry 4.0
Electronics 4.0 – enabling connectivity for Industry 4.0  Communication between machines  Independent from any software ERP MIS  Bi-directional data exchange to control processes Conveyor IXS | Investor Day 2017 | 22.11.2017 20
Slide 21: Electronics 4.0 – first solutions successfully implemented
Electronics 4.0 – first solutions successfully implemented  Successful proof of concept with Smart Loop solution  Participating in industry initiatives to define and implement standard protocols, e.g. Hermes, OML, V-One  Hermes ready products Cougar EVO and Cheetah EVO launched at Productronica 2
Slide 22: Creating value in an Industry 4.0 environment
Creating value in an Industry 4.0 environment Process optimization Data analysis + Sensor IXS Design verification IXS | Investor Day 2017 | 22.11.2017 22
Slide 23: Leveraging our Leading Technology with Industry 4.0
Leveraging our Leading Technology with Industry 4.0  Based on our leading technology we have a profitable business with a strong market position.  Digitalization and its related trends create substantial growth opportunities.  We have sharpened our strategy and invest in new products to strongly

Comet Holding — Investor Day (November 2017) on 6ix

Comet — Investor Day (November 2017)

Slide 1: Leveraging our Leading Technology with Industry 4.0

Slide 2: We make the invisible visible

Slide 3: Diversified in terms of industries and applications

Slide 4: Electronics

Slide 5: Automotive

Slide 6: Aerospace

Slide 7: Science & New Materials

Slide 8: Global reach: representatives in > 50 countries

Slide 9: Profitable business with dynamic growth

Slide 10: Digitalization – a huge opportunity leveraging the three technologies of Comet Group

Slide 11: Digitalization – a key driver of customer needs

Slide 12: IXS well positioned to create additional customer value

Slide 13: Market volume expected to nearly double by 2021

Slide 14: Strategy sharpened to seize these opportunities

Slide 15: Strategy with 7 workstreams to drive growth

Slide 16: Metrology – from evaluating to measuring

Slide 17: Metrology – market reaction confirms growth potential

Slide 18: Inline CT – computed tomography moves from the lab to the production line

Slide 19: Inline CT – strong customer pull to produce quality rather than inspect quality

Slide 20: Electronics 4.0 – enabling connectivity for Industry 4.0

Slide 21: Electronics 4.0 – first solutions successfully implemented

Slide 22: Creating value in an Industry 4.0 environment

Slide 23: Leveraging our Leading Technology with Industry 4.0

Slide 24: Thank you for your attention.