Munters Group Ab · OMXSTO:MTRS
Munters Group Ab — Investor Day (2022)
19 slides from Munters Group Ab's investor day presentation, 2022
Slide 1: Positioned for profitable growth
Our factory in Tobo, Sweden produces Rotors, DH-units and systems. The factory has approx. 260 employees and is a little more than Positioned for profitable growth 12.000 me Munters Capital Markets Day, 2022 Klas Forsstrom, President & CEO
Slide 2: We are well-positioned with a competitive offering
We are well-positioned with a competitive offering MEGA MARKET TRENDS Climate change ¥ Population growth Stricter production [ia requirements MUNTERS CUSTOMER NEEDS Increased resource efficiency and higher yields Meeting their sustainability goals Improved animal and human health, improved machine a
Slide 3: Updated financial targets reflect growth journey
Updated financial targets reflect growth journey Market mega trends Munters well-positioned towards growth markets Competitive value proposition; offering leading energy-efficient, high-quality and innovative solutions Growth 20 0 2021 2022" Target: Annual organic, currency adjusted growth of net sa
Slide 4: We deliver business critical solutions to a broad range of industries
We deliver business critical solutions to a broad range of industries Distribution Net sales Q3, 2022 Data Center Technologies «and Greenhouses Digital solutions for Farmers and Food producers Cooling solutions for Data Centers Constant humidity solutions for the Pharmaceutical industry Climate & hy
Slide 5: Dual mix - change in regions and business areas
Dual mix - change in regions and business areas Distribution Order Intake Q3, 2022 Distribution Net sales Q3, 2022 = AT DCT = Americas = EMEA = APAC wAT DCT =FT = Americas = EMEA = APAC AT- AirTech DCT = DataCenter Technologies (\%) Munters FT - FoodTech
Slide 6: Delivering on our strategy for sustainable growth
Delivering on our strategy for sustainable growth Growth Profitability’ Stability 2019 * Launch of three-phase plan to capture Munters’ full potential — Stability, Profitability & Growth * CEO & CFO recruited * Two business areas: AT & FT * Strategic review of Data Centers & Mist Elimination * Data
Slide 7: Working towards a full circularity approach
Working towards a full circularity approach * Design for lower energy and water consumption during lifecycle * Calculate environmental impact through LCA (Life Cycle Assessment) * Avoid hazardous waste related to end-of-life of products or components * Source recycled T materials Key sustainability
Slide 8: Examples of actions taken in recent years
Examples of actions taken in recent years 2019 2020 2022 Develop Q2 2022 vs FY 2021 » Sustainability » Company » Sustainability fully | » Focused work on » Electricity from renewable sources e Core Team purpose integrated into the LCAs:- » Governance launched as well SIREI SY » Energy & water » Recy
Slide 9: Our purpose:
Our purpose: For customer success and a healthier planet Customers Help our customers succeed and become more sustainable by supplying high-quality climate solutions Excellence in everything we do Aim to increase efficiency and quality in everything we do and reduce our climate impact —— People Empl
Slide 10: Markets
Markets Ambition - Market leader in prioritized markets and segments * Growth achieved in: . i * Market position 1-3 Grow in prioritized Seria mare! postion in prioritized markets markets * Battery segment + DCT * Higher degree of data driven products * Digital solutions in ancieclonone FoodTech . *
Slide 11: Well-crafted M&A strategy
Well-crafted M&A strategy M&A strategic areas SR Core/Consolidation New growth areas Acquisition targets that further strengthen our core Strengthening geographical presence Market consolidation Acquisition of small and medium sized local service companies Accelerate growth in service organization B
Slide 12: Customers
Customers * Increased investments into * Improved resource developing and enhancing efficiency and Customer value offering for increased maximizing yield from customer value Munters solutions * Value based selling incl. * Commercial excellence pricing strategies in place in throughout the value . .
Slide 13: Our customers need reliable partners who can help them minimize the use of resources
Our customers need reliable partners who can help them minimize the use of resources CUSTOMER NEEDS Increased resource efficiency and higher yields Meeting their sustainability goals Improved animal and human health, improved machine and infrastructure lifecycle Examples of won orders: Airlech 2 ord
Slide 14: Innovation
Innovation g technologies delivering outsta value ; = ea = Focused R&D * Focus on prioritized areas yielded * Continue to * 1 investments innovative products in for example modularize core launch of DSS Pro, SyCool Split, and product offering a Amino * Deliver on digital rleractrang * Significant re
Slide 15: Pioneering technologies & new innovations in our DNA
Pioneering technologies & new innovations in our DNA DSS Pro following DSS IN| Saturn FIVE following Saturn ONE Improved FA6 ... and GLASdek The above products ore examples of producs in the Munters offering ® Munters
Slide 16: Excellence in everything we do
Excellence in everything we do ion - Aim to increase efficiency and qual Focus areas Best practices processes Lean and quality focus throughout the whole value chain Optimize manufacturing footprint reduce our climate impact * Decentralized governance model * Ways-of-working and commercial excellenc
Slide 17: People
People on- Be the employer of choice * Leadership program focusing on Sustainable value ° : creation central strategic projects . * Internal mentoring program to promote development, cross- Passion for results functional collaboration, team spirit and employee development Evolve collaboration and le
Slide 18: Positioned for profitable growth
Positioned for profitable growth CW LZ Record orders until end Well-positioned for We deliver energy- September confirm our strong growth in Clear strategy set for efficient solutions that strong position and markets driven by value- creating growth improves our customers offer climate change climat
Slide 19: ®
® Munters