Logitech International S.a. · SIX:LOGN
Logitech International — Investor Day (March 2021)
13 slides from Logitech International's investor day presentation, March 2021
Slide 1: Operations
OPERATIONS PRAKASH ARUNKUNDRUM MARCH 2021
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation includes forward-looking statements within the meaning of the U.S. federal securities laws, including, without limitation, statements regarding: our ability to achieve sustainable and profitable growth, our leverage, the effect of sustainability on our bu
Slide 3: Our Operations Are Diverse, Global, and Resilient
OUR OPERATIONS ARE DIVERSE, GLOBAL, AND RESILIENT DELIVERING SUSTAINED PROFITABLE GROWTH Diverse Portfolio High Quality High Leverage $ $ Enabling growth cost optimized Global Global Global Customers & Suppliers Manufacturing Distribution Channels Thousands of parts Owned & outsourced Reaching 80+ c
Slide 4: We Have Managed Through Challenging Headwinds
WE HAVE MANAGED THROUGH CHALLENGING HEADWINDS Market Trends Disruptions Rapid shift to eTail COVID shutdowns in retail, factory, and ports Major + + Demand Enterprise customers Semi shortages Faster product launches Deglobalization Freight capacity Surge US/China tariffs
Slide 5: We Delivered Incredible Results Despite COVID
WE DELIVERED INCREDIBLE RESULTS DESPITE COVID ● 80% (CC) growth in net sales in Q3’21, ramp ● Increased manufacturing capacity rapidly from a full shutdown in Mar 2020 to meet demand surge ● Shipped 2X peak volume ● 30% of production automated ● Increased air, rail, fast boat, sea modes by 2X ● Deli
Slide 6: Operational Capabilities Are a Competitive Advantage
OPERATIONAL CAPABILITIES ARE A COMPETITIVE ADVANTAGE Speed & Analytics Manufacturing Know Supply Chain DNA Horsepower How & Flexibility ● Rapid state-of-the-art ● Owned factory ● Track record handling supply demand analytics diversified product category ● Factory automation experience complexity ● E
Slide 7: Sustainability
SUSTAINABILIT: i: logitech
Slide 8: Our Energy & Climate Actions
OUR ENERGY & CLIMATE ACTIONS Reduce Renew Restore Use Design for Sustainability Achieve 100% Renewable Protect forests and climate principles to reduce our Carbon Electricity by 2030 impacted areas using net-zero footprint to support a 1.5oC world certified carbon offsets Science Based Target Initia
Slide 9: FY'21 Progress: Our Roadmap Supporting 1.5°C
FY’21 PROGRESS Our Roadmap Supporting 1.5°C 2020 2030 2050 Design for Design for Design for Sustainability Sustainability 100% Sustainability ● Removed 64,000 tonnes carbon Science-based Renewable carbon reduction (6% of 2019 baseline) Electricity (RE100) targets (net zero) Equivalent to 156 million
Slide 10: Post Consumer Recycled (PCR) Plastic
POST CONSUMER RECYCLED (PCR) PLASTIC 50 million devices made with PCR by CY’21 50%+ of our mice & keyboards in C&P portfolio will be made with PCR 7,100 tons of virgin plastic eliminated 11,000 tonnes of carbon per year eliminated
Slide 11: Acknowledgments
ACKNOWLEDGMENTS Sustainalytics Environment #2 96% of 145 tech Percentile Score: companies overall On SDG2000 list as one of the top 2,000 most influential companies to shape our future
Slide 12: Carbon Transparency
CARBON TRANSPARENCY First consumer electronics company to provide detailed carbon impact labeling on product packaging across the entire portfolio Carbon is the new calorie We are empowering consumers with more information on their purchasing choices Galvanize an industry-wide shift to lower the imp
Slide 13: Why Does Sustainability Matter to You?
WHY DOES SUSTAINABILITY MATTER TO YOU? Brands that are uniquely positioned to demonstrate the business value of sustainability will thrive. SUSTAINABLE BRANDS GROW CONSUMERS CLIMATE RISK FASTER; VOTING WITH THEIR IS INVESTMENT PROVIDE HIGHER DOLLARS RISK SHAREHOLDER RETURNS