Sgl Carbon Se · XETR:SGL
Sgl Carbon — Investor Day (September 2008)
24 slides from Sgl Carbon's investor day presentation, Sep 29, 2008
Slide 1: Capital Markets Day Graphite Specialties
Capital Markets Day Graphite Specialties Dr. Gerd Wingefeld Chairman of Business Unit Graphite Materials & Systems Member of Management Board Meitingen, 29 September 2008
Slide 2: Renewable Energies - Solar
Renewable Energies - Solar Molds Dies Hot zone Furnace Product/ Appl. Engineering Assembly Value add Coating Purification Machining Material Extruded Isostatic Die Vibro CFRC* Soft felt Rigid felt PTS** *Carbon Fiber Reinforced Carbon **Press to size -2-
Slide 3: Renewable Energies - Solar
Renewable Energies - Solar Molds Dies Hot zone Furnace Product/ Appl. Engineering Assembly Value add Coating Purification Machining Material Extruded Isostatic Die Vibro CFRC* Soft felt Rigid felt PTS* *Carbon Fiber Reinforced Carbon **Press to size -3-
Slide 4: Renewable Energies - Solar
Renewable Energies - Solar Molds Dies Hot zone Furnace Product/ Appl. Engineering Assembly Value add Coating Purification Machining Material Extruded Isostatic Die Vibro CFRC* Soft felt Rigid felt PTS* *Carbon Fiber Reinforced Carbon **Press to size -4-
Slide 5: Renewable Energies - Solar
Renewable Energies - Solar Molds Dies Hot zone Furnace Product/ Appl. Engineering Assembly Value add Coating Purification Machining Material Extruded Isostatic Die Vibro CFRC* Soft felt Rigid felt PTS* *Carbon Fiber Reinforced Carbon **Press to size -5-
Slide 6: Renewable Energies - Solar
Renewable Energies - Solar Molds Dies Hot zone Furnace Product/ Appl. Engineering Assembly Value add Coating Purification Machining Material Extruded Isostatic Die Vibro CFRC* Soft felt Rigid felt PTS* *Carbon Fiber Reinforced Carbon **Press to size -6-
Slide 7: Energy
Energy Li-Ion Batteries Redox flow Batteries HTR Reactors Product/ Appl. Engineering Assembly Value add Coating Purification Machining Material Extruded Isostatic Die Vibro CFRC* Soft felt Rigid felt PTS* *Carbon Fiber Reinforced Carbon **Press to size -7-
Slide 8: Energy
Energy Li-Ion Batteries Redox flow Batteries HTR Reactors Product/ Appl. Engineering Assembly Value add Coating Purification Machining Material Extruded Isostatic Die Vibro CFRC* Soft felt Rigid felt PTS* *Carbon Fiber Reinforced Carbon **Press to size -8-
Slide 9: Energy
Energy Li-Ion Batteries Redox flow Batteries HTR Reactors Product/ Appl. Engineering Assembly Value add Coating Purification Machining Material Extruded Isostatic Die Vibro CFRC* Soft felt Rigid felt PTS* *Carbon Fiber Reinforced Carbon **Press to size -9-
Slide 10: Energy
Energy Li-Ion Batteries Redox flow Batteries HTR Reactors Product/ Appl. Engineering Assembly Value add Coating Purification Machining Material Extruded Isostatic Die Vibro CFRC* Soft felt Rigid felt PTS* *Carbon Fiber Reinforced Carbon **Press to size - 10 -
Slide 11: Semiconductor
Semiconductor Crystal pulling Epitaxi (Wafer processing) Product/ Appl. Engineering Assembly Value add Coating Purification Machining Material Extruded Isostatic Die Vibro CFRC* Soft felt Rigid felt PTS* *Carbon Fiber Reinforced Carbon **Press to size - 11 -
Slide 12: Semiconductor
Semiconductor Crystal pulling Epitaxi (Wafer processing) Product/ Appl. Engineering Assembly Value add Coating Purification Machining Material Extruded Isostatic Die Vibro CFRC* Soft felt Rigid felt PTS* *Carbon Fiber Reinforced Carbon **Press to size - 12 -
Slide 13: Semiconductor
Semiconductor Crystal pulling Epitaxi (Wafer processing) Product/ Appl. Engineering Assembly Value add Coating Purification Machining Material Extruded Isostatic Die Vibro CFRC* Soft felt Rigid felt PTS* *Carbon Fiber Reinforced Carbon **Press to size - 13 -
Slide 14: Broad Base. Best Solutions.
Broad Base. Best Solutions. GIL Extruded Isostatic Die Vibro CFRC Soft felt Rigid felt PTS Tokai Extruded Isostatic Die Vibro CFRC Soft felt Rigid felt PTS Toyo Tanso Extruded Isostatic Die Vibro CFRC Soft felt Rigid felt PTS GTI Extruded Isostatic Die Vibro CFRC Soft felt Rigid felt PTS Morganite E
Slide 15: Broad Base. Best Solutions. - Why we see it as a strategic advantage
Broad Base. Best Solutions. - Why we see it as a strategic advantage 1000 1000 Log Stiffness in GPa Log Strength in MPa 100 100 10 10 1 Expanded Synthetic Carbon/ 1 Expanded Synthetic Carbon/ Carbon Steel Plastic Graphite Graphite Carbon Steel Plastic Graphite Graphite 250 Therm. Expansion 10-6/K Th
Slide 16: Broad Base. Best Solutions.
BROAD BASE. BEST SOLUTIONS. SGL Extruded Isostatic Die Vibro CFRC* Soft felt Rigid felt PTS* *Carbon Fiber Reinforced Carbon **Press to size - 16 -
Slide 17: BU Graphite Materials & Systems - Target Markets
BU Graphite Materials & Systems - Target Markets We deliver Materials and Solutíons into... Electronics Solar Energy Chemical Industrial Automotive y Crystal Pulling y Polysilicon y Energy Storage y Heat Exchanger y Glass y Sealings y Wafer Processing y Li-Ion Batteries y Graphite Pumps y Non-ferrou
Slide 18: BU Graphite Materials & Systems - Market Place
BU Graphite Materials & Systems Market Place Electronics Solar Energy Chemical Industrial Automotive y Crystal Pulling y Polysilicon y Energy Storage y Heat Exchanger y Glass y Sealings y Li-Ion Batteries y y Regional Sales Organization y Wafer Processing y Wafer Production Graphite Pumps Non-ferrou
Slide 19: BU Graphite Materials & Systems - Market Place
BU Graphite Materials & Systems Market Place Electronics Solar Energy Chemical Industrial Automotive y Crystal Pulling y Polysilicon y Energy Storage y Heat Exchanger y Glass y Sealings y Li-Ion Batteries y y Regional Sales Organization y Wafer Processing y Wafer Production Graphite Pumps Non-ferrou
Slide 20: BU Graphite Materials & Systems - Market Place
BU Graphite Materials & Systems Market Place Electronics Solar Energy Chemical Industrial Automotive y Crystall Pulling Crystal Pulling y Polysilicon y Energy Storage y Heat Exchanger y Glass y Sealings y LIB Batteries Li-Ion y y Regional Sales Organization y Wafer Processing y Wafer Production Grap
Slide 21: BU Graphite Materials & Systems - Cost Structure
BU Graphite Materials & Systems Cost Structure Market Place 18% Others Electronics Solar Energy Chemical Industrial Automotive 4% Depreciation y y y Energy Storage y Heat y Glass y Crystal Pulling Polysilicon Exchanger Sealin 6% Maintenance y Li-Ion Batteries y Non- gs Regional Sales Organization y
Slide 22: BU Graphite Materials & Systems - SGL Excellence
BU Graphite Materials & Systems - SGL Excellence Market Place FSS Electronics Solar Energy - D Chemical Industrial Automotive a y Crystal Pulling y Polysilicon S igm y Energy Storage y Heat Exchanger y Glass y Sealings y ix LIB y y Regional Sales Organization y y Graphite Pumps Non-ferrous Wafer Pro
Slide 23: Value-add: Participation in the value chain
Value-add: Participation in the value chain [€/ kg] 1600 60 Technology Technology & & Innovation Innovation 800 50 40 400 30 200 20 100 10 10 0 0 Feedstock Machined Mach. & Mach. & Felt CFRC purif. Purified Coated & coated - 23 -
Slide 24: Strategic Intent of BL Graphite Specialties
Strategic Intent of BL Graphite Specialties ¾ ¾ Attractive Attractive niche niche markets: markets: Products Products that that are are critical critical for for the the success success of of our our customers customers ¾ ¾ Global Global key key account account concept: concept: Cooperations Coopera