Gerresheimer Ag · XETR:GXI
Gerresheimer — Investor Day (September 2010)
17 slides from Gerresheimer's investor day presentation, Sep 1, 2010
Slide 1: Capital Markets Day 2010: Our Strategy in the Pharma & Healthcare Industry
Gerresheimer CAPITAL MARKETS DAY 2010 Our Strategy in the Pharma & Healthcare Industry September 1, 2010 Uwe Röhrhoff, CEO
Slide 2: Corporate Responsibility
Corporate Responsibility We feel responsible towards all stakeholders We comply with statutory requirements We want to meet challenges comprehensively and sustainably 2
Slide 3: Profitable growth
Profitable growth We have a clear focus on pharma & healthcare We focus on profitable niche markets We always aim for #1 or #2 positions We deliver first class products and solutions We live innovation and partnership 3
Slide 4: Highly attractive end market trends drive Gerresheimer
Highly attractive end market trends drive Gerresheimer Aging of world population Development of healthcare systems in emerging countries Growing number of acute and chronic diseases Accelerating pace in drug development Growth in biotech drugs and generics Outsourcing trend of drug deliv
Slide 5: Gerresheimer's strategy
Gerresheimer’s strategy Base growth: existing customers and regions Organic New products for existing growth customers New regions and customers Pharma & Healthcare Global market Extension of product leadership Growth offerings/technology positions through Extension of geographic acqui
Slide 6: Components of organic growth (examples)
Components of organic growth (examples) Component Exemplary product Region Growth drivers Base growth Vials North America Increasing demand, market growth New products for COP vials North America, Biotech growth existing customers Europe New regions and Syringes Russia, China Growing vaccine custome
Slide 7: Leading competitive position is the key to our growth
Leading competitive position is the key to our growth Sustainable competitive advantage Product quality People Service level Processes Price Costs Product innovation Technology Higher barriers to entry 7
Slide 8: Continuous improvements in technology and skills
Continuous improvements in technology and skills Transs port Glas formBelt ing: vold s. vs. Manual w ork v s . Pick&Place GMS audit and training new technology autom ation 8
Slide 9: Continuous improvement through the Gerresheimer Management System
Continuous improvement through the Gerresheimer Management System is essential for our profitable growth GMS Operational Goal Employee Systems Motivated and highly (e.g. Teamwork) skilled employees Quality Systems Customer focus and (e.g. Q. Feedback Loops) "Quality built in" Material Systems "On ti
Slide 10: Globalization
Globalization We have a truly global footprint: 40 plants in Europe, the Americas and Asia We want to further expand our footprint into growth markets 10
Slide 11: Strong revenue growth in emerging countries
Strong revenue growth in emerging countries In % of total Gerres heim er rev enues CAGR 2007- H1 2010: +16% 10% 7% 2007 LTM May 2010 11
Slide 12: Why we are globally successful
Why we are globally successful Excellent local management Clear goals Decentralized decision making Structured follow-up (reporting, regular reviews) Transfer of technology and know-how Clear, standardized governance 100-day program for integration of acquisitions 12
Slide 13: Our acquisition strategy
Our acquisition strategy Tubular Glass: New regions: emerging countries Plastic Systems: New regions: North America and emerging countries New products: extension of product offering/technology 13
Slide 14: Criteria for acquisitions
Criteria for acquisitions Clear focus on Pharma & Healthcare Critical size Preferably market-leading position Profitable Strong management Good technology 14
Slide 15: Attractive investment
Attractive investment We want to be an attractive company for equity and debt investors We strive to translate business outperformance into financial outperformance 15
Slide 16: Attractive business characteristics
Attractive business characteristics Bus ines s characteris tics : Attractive market growth rates Strong market position Stable business model Long-lasting relationships with Translates into strong financial blue-chip customers performance Low dependence on single customers High entry bar
Slide 17: Our strategy is built to deliver
Our strategy is built to deliver Profitable growth Leading Attractiveness for competitive the financial position markets 17