Andritz Ag · VIE:ANDR

Andritz — Investor Day (2010)

18 slides from Andritz's investor day presentation, 2010

  1. Slide 1: ANDRITZ Environment & Process – Capital Market Day 2010

    ANDRITZ ENVIRONMENT & PROCESS Capital Market Day 2010, Austria

  2. Slide 2: Contents

    Contents  Business profile and historic development of the business area  Acquisitions and growth strategy  Market ▲ Belt dryer for Heggenstaller, Germany 2 ANDRITZ ENVIRONMENT & PROCESS – Franz Hofmann – Capital Market Day 2010, Austria

  3. Slide 3: Business profile

    Business profile Solid/liquid separation:  Municipal: water, waste water, and sewage sludge.  Industrial: chemicals, plastic, coal, ores, minerals, salt, food and feed, biomass, pharmaceutics. Drying:  Municipal: sewage sludge.  Industrial: chemicals, plastic, salts, biomass, coal, pharmaceutics

  4. Slide 4: Long-term order intake development

    Long-term order intake development Limited impact from global economic crisis Order intake 2000-H1 2010 (MEUR) Order intake 2009 by region (%) 361 340 344 347 305 201 182 141 148 119 110 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 H1 2010 4 ANDRITZ ENVIRONMENT & PROCESS – Franz Hofmann – Capit

  5. Slide 5: Long-term sales and earnings development

    Long-term sales and earnings development Stable growth of profitability CAGR Sales 2000-2009: 10% 400 10.0 367 364 367 9.0 350 323 7.4 7.5 8.0 289 7.1 300 7.6 7.0 6.1 250 5.7 5.3 218 6.0 200 4.5 5.0 145 4.0 150 133 135 123 110 3.0 100 3.0 1.4 2.0 0.8 50 1.0 0 0.0 2000 2001 2002 2003 2004 2005 2006 2

  6. Slide 6: Development in face of the crisis

    Development in face of the crisis Solid development during the global economic downturn 99 100 93 87 89 84 79 75 74 69 Q1 2008 Q2 2008 Q3 2008 Q4 2008 Q1 2009 Q2 2009 Q3 2009 Q4 2009 Q1 2010 Q2 2010 Order intake (MEUR) 6 ANDRITZ ENVIRONMENT & PROCESS – Franz Hofmann – Capital Market Day 2010, Austri

  7. Slide 7: Major strategic achievements during last three years

    Major strategic achievements during last three years  Entrance in power business with fluidized bed dryers.  Change of product/entity driven organization to market driven organization.  Entrance in biomass drying.  Entrance in separator business by acquiring Frautech.  Enlargement of product po

  8. Slide 8: Important references – Solid/liquid separation

    Important references Solid/liquid separation ▲ Municipal sludge ▲ Minerals 74 belt filters for Guangdong Guangye Environmental Screen bowl centrifuge for dewatering Project for municipal sludge treatment, China. of potash slurry for PCS, Canada. ▲ Mining ▲ Chemicals Hyperbaric pressure filter for de

  9. Slide 9: Important references – Drying

    Important references Drying Sludge drying plant, Biomass drying plant, Changi, Singapore Kopparfors, Sweden Plant type: Plant type: 5 x DDS 110 drum dryers. One belt dryer, 8 m belt width. Feed: Digested sludge, dewatered Feed: to 25-28% DS. Wooden saw dust. Product: Product: Granulate, 1-4 mm, Drie

  10. Slide 10: Major orders 2009/2010

    Major orders 2009/2010  City of Doha, Qatar: Seven large municipal sludge centrifuges.  PCS Rocanville, Canada: Eleven centrifuges for potash.  Sewage treatment plant in Brighton, UK: Drum drying plant, including two centrifuges.  Synagro, USA: Two drum drying lines for the new municipal sludge

  11. Slide 11: Research & development

    Research & development Main focus on increasing efficiency and reducing cost Liquid/solid separation:  Filter presses for ore mining: fast plate opening time leads to drastically reduced cycles.  Decanters for tar sand sludge: very large decanters (Ø 1,400 mm) for high through-put.  Filter for de

  12. Slide 12: Contents

    Contents  Business profile and historic development of the business area  Acquisitions and growth strategy  Market ▲ Membrane filter press for sludge dewatering in municipal wastewater treatment plant 12 ANDRITZ ENVIRONMENT & PROCESS – Franz Hofmann – Capital Market Day 2010, Austria

  13. Slide 13: ANDRITZ KMPT

    ANDRITZ KMPT Centrifuges for pharmaceutical and chemical applications  Products/services: Pusher and peeler centrifuges, used mainly in the chemical and pharmaceutical industries; dryers (helix and plate dryers) for the chemical and food industries; drum and disc filters.  Fit to existing portfoli

  14. Slide 14: ANDRITZ Delkor

    ANDRITZ Delkor Complements product portfolio for mining industry  Products/services: Dewatering equipment (vacuum belt filters, thickeners, filter presses, and screens), with focus on mining industry in South Africa.  Fit to existing portfolio: Complementing product range for mining industry and s

  15. Slide 15: Growth strategy

    Growth strategy Expand mainly organically and through selective acquisitions Organic growth:  Improve global sales organization.  Develop separator business based on Frautech technology.  Increase mining business with newly developed products and Delkor equipment.  Better penetration of mineral

  16. Slide 16: Contents

    Contents  Business profile and historic development of the business area  Acquisitions and growth strategy  Market ▲ Sludge dewatering and drying plant for Anglian Water, UK. 16 ANDRITZ ENVIRONMENT & PROCESS – Franz Hofmann – Capital Market Day 2010, Austria

  17. Slide 17: Expectations for next 12 months and main market drivers

    Expectations for next 12 months and main market drivers Solid market outlook Expectations for next twelve months  Continuation of good project activity for solid/liquid separation expected.  Demand for biomass drying equipment to continue.  Municipal business for dewatering and drying of sludge e

  18. Slide 18: Disclaimer

    Disclaimer Certain statements contained in this presentation constitute ‛forward-looking statements.’ These statements, which contain the words ‛believe’, ‛intend’, ‛expect’ and words of similar meaning, reflect management’s beliefs and expectations and are subject to risks and uncertainties that ma

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