Glaston Oyj · OMXHEX:GLA1V
Glaston Oyj — Investor Day (August 2021)
18 slides from Glaston Oyj's investor day presentation, Aug 26, 2021
Slide 1: Glaston Corporation Capital Markets Day 2021
Glaston Corporation Capital Markets Day 2021 CMD 2021 26 August 2021
Slide 2: Automotive & Display Technologies highlights
Automotive & Display Technologies highlights
Slide 3: Meet Robert Prange
Meet Robert Prange SVP, Automotive and Display Technologies
Slide 4: Automotive & Display Technologies
CMD only Automotive & Display Technologies Leading supplier for pre-processing solutions for automotive glass with >40% market share Standardized and tailor-made solutions for the processing of automotive and display glass from the raw glass to the final product In the automotive industry, the use o
Slide 5: Automotive
Automotive glaston
Slide 6: Key trends in Automotive glass market 1/2
Key trends in Automotive glass market 1/2 Coated and switchable glazing for temperature control Cameras for advanced driver Large glass areas assistant systems Laminated sidelites Large and formed displays Focus on lounge feeling, natural light, transparency 6
Slide 7: Key trends in Automotive market 2/2
Key trends in Automotive market 2/2 Across the regions Complex & larger sun roofs and windshields Smart functionality (switchable glazing) and driver assistance tools (cameras) in glazing Coatings to control heat gain (and improve fuel efficiency) and more silk prints Laminated sidelites for improve
Slide 8: Addressable Automotive equipment market: size and growth
Addressable Automotive equipment market: size and growth* Total >50M€ 9% CAGR 8 Capital Markets Day 2021 26 August 2021 *Glaston estimate
Slide 9: Display
Display glaston
Slide 10: Display Focus Areas
Display Focus Areas Automotive interior displays Display glass for new applications • Glaston has already sold several Pre-Processing lines • Display glass is starting to find applications in for automotive interior display glass that often have architectural segment for laminating thin display glas
Slide 11: Automotive Interior Displays Trend to complex formed Glass Displays
Automotive Interior Displays Trend to complex formed Glass Displays Picture source Mercedes-Benz.com 11 Capital Markets Day 2021 26 August 2021
Slide 12: Addressable Display equipment market: size and growth
Addressable Display equipment market: size and growth* 18% CAGR Total >20M€ 12 Capital Markets Day 2021 26 August 2021 *Glaston estimate
Slide 13: Technologies order intake & A&D segment net sales and EBITA
Technologies order intake & A&D segment net sales and EBITA Machine order intake A&D Technologies, rolling 12 months [M€] Net sales A&D segment* [M€] 44,0 24,6 12,4 40,1 41,0 2019 2020 1-6/2021 31,5 25,6 21,7 23,0 EBITA A&D segment* [M€, %] 16,1 14,1 12,3 12,6 6,7% 5,9% 6,6 7,4 6,7 7,3 7,9 Q417 Q118
Slide 14: Growth plan actions into 2025
Automotive & Display Growth plan actions into 2025 1. Automotive industry is a relatively mature market with constant price pressure Continues improvement of cost / performance ratio 2. Display market is still rapidly evolving Add resources to gain market share and benefit from market growth in
Slide 15: Automotive & Display technologies & innovations
Automotive & Display technologies & innovations 15 Capital Markets Day 2021 26 August 2021
Slide 16: Formed Automotive Display Made with 100% Glaston Technology
Formed Automotive Display Made with 100% Glaston Technology • 1.1 mm glass • Cut and ground with chamfered edges • Hot formed • Laminated to create demonstrator part 16 Capital Markets Day 2021 26 August 2021
Slide 17: Why to buy Glaston Automotive & Display equipment?
Why to buy Glaston Automotive & Display equipment? • Since more than 50 years we are a reliable partner for our customers • Our excellent worldwide service network offering lifecycle service solutions is the basis for a sustainable and long-term relationship • Our customers appreciate the high avail
Slide 18: Thank you!
> www.glaston.net Thank you!