Rhi Magnesita Nv · LSE:RHIM
Rhi Magnesita Nv — Investor Presentation (March 2023)
13 slides from Rhi Magnesita Nv's investor presentation, March 2023
Slide 1: The driving force of the refractory industry
The driving force of the refractory industry company presentation
Slide 2: The global leader in refractories
The global leader in refractories There for you, wherever you need us 33 Main production sites (incl. raw material sites) 13,500 Employees +100 € 3.3bn Countries shipped to worldwide 2022 revenue € 77m Investment in R&D and Technical Marketing 5 including low-CO2 R&D hubs and emission products centr
Slide 3: Refractories: the building blocks of modern life
Refractories: the building blocks of modern life Concrete Copper Steel Glass Aluminium 1,500°C 1,350°C 1,760° 1,650° 1,250°C C C 1 tonne of 1 tonne of 1 tonne of 1 tonne of 1 tonne of STEEL CEMENT GLASS ALUMINIUM COPPER demands ~10-15 kg demands ~1 kg demands ~4 kg demands ~6 kg demands ~3 kg of ref
Slide 4: The refractory world of RHI Magnesita
The refractory world of RHI Magnesita Our value chain: from raw material to refractory product 4
Slide 5: Covering a wide area of applications
Covering a wide area of applications Applications Refractories as investment goods Longer replacement cycles Customised solutions based on the specific requirements of various industrial production Rotary Kiln Copper-converter Glass furnace processes Complete lining concepts including refractory eng
Slide 6: A complex range of tailored refractory products and solutions
A complex range of tailored refractory products and solutions Tile system - Bricks Didotherm Fix 1 Permanent lining 2 Non-basic, ex. Alumina 3 Basic, ex. Mag-Carbon Digital Monolothics Solutions & pre cast 4 Mixes 5 Pre Castables Functional Systems & products Machinery 6 Slide Gates 7 Nozzles 8 Purg
Slide 7: The industries we serve
The industries we serve Cement & Environmental Lime Non-Ferrous Chemical & Iron & Steel Metals Petrochemical Waste to Glass Chimney Energy 7
Slide 8: Financial highlights 2022
Financial highlights 2022 Revenue 1 Adjusted EBITA 1 Adjusted EBITA margin1 Adjusted Earnings per share €3.3bn €384m 11.6% €4.82ps 30% 37% 60bps 7% Capex Working Capital Net debt to adjusted Dividend declared intensity 2 EBITDA 3 €157m 25.4% 2.3x €1.60ps 38% 2.1ppt 0.3x 7% 1. Denoted on a reported b
Slide 9: Our strategic priorities
Our strategic priorities Competitiveness Execute cost reductions Cost-competitive global producer of technologically advanced refractory materials with safe production People and Culture network and a focus on sustainable value generation. Enablers of our strategy A culture that celebrates innovatio
Slide 10: Decarbonisation pathway
Decarbonisation pathway Our commitment: ▪ Decarbonise our operations as fast as sustainably possible. ▪ Invest in the development of new technologies to avoid CO2 emissions. ▪ Offer our customers enabling technologies with full carbon footprint transparency. ▪ Work with industry partners sector to d
Slide 11: Our 2025 Sustainability targets
Our 2025 Sustainability targets Diversity CO2 emissions Increase women on our Board and in senior Reduce by 15% per tonne1 leadership to 33% Energy Safety Reduce by 5% per tonne Strong safety culture with goal of zero accidents Recycling NOx and SOx emissions Increase use of secondary raw materials
Slide 12: Technological leadership
Technological leadership 5 +540 R&D Hubs & Centers Experts1 across 90 countries (Austria, Brazil, USA, to consult, develop and China, India) deliver innovative solutions directly to our customers +1,674 2.3% 19% Active patents R&D and Technical Revenue from new Marketing expenditure products2 as % o
Slide 13: Get in touch – stay in touch
Get in touch – stay in touch Copyright notice RHI Magnesita The texts, photographs and graphic design contained in this Kranichberggasse 6, 1120 Vienna, Austria publication are protected by copyright. Unless indicated +43 50213 0 otherwise, the related rights of use, especially the rights of headqua