Georg Fischer AG · SIX:GF
Georg Fischer — Mirabaud Swiss Equity Forum 2024
11 slides from Georg Fischer's conference presentation, May 17, 2024
Slide 1: Investor Presentation
May 17, 2024 Investor Presentation Nadine Gruber, Head Investor Relations © GF v3.0
Slide 2: Pioneering industrial technology
GF Corporation Pioneering industrial technology GF Corporate GF Piping Systems GF Casting Solutions GF Machining Solutions GF Uponor 1802 1864 1897 1921 2023 GF founded First piping First automotive First A fourth division in Schaffhausen systems product part machinery Johann Conrad Fischer Malleabl
Slide 3: GF at a glance: 2/3 of Sales in Water & Flow Solutions
GF Corporation GF at a glance: 2/3 of Sales in Water & Flow Solutions and majority of sales outside of Europe Sales per business* (in CHF million) Sales per region* (in %) Water & Flow Solutions Rest of World GF Machining Solutions 4% 18% Asia Europe GF Piping 23% 41% 18% 5.1 Systems Industry & Util
Slide 4: Strong positions in a diverse portfolio of markets and industries
GF Corporation Strong positions in a diverse portfolio of markets and industries Legend: Exposure to business Consumer goods Aerospace Industrial Home appliances water treatment Infrastructure Chemical Process industry Packaging Building ICT/ Electronics Life science technology Microelectronics Indu
Slide 5: Key financial figures – Three years view
GF Corporation Key financial figures – Three years view Sales Organic growth EBITDA-Margin Employees CHF million % before one-offs in CHF million FTE 3’722 3’998 4’026 12.7 12.7* 19’824 15.9 15’111 15’207 13.5 11.1 3.7 2021 2022 2023 2021 2022 2023 2021 2022 2023 2021 2022 2023 *comparable (without
Slide 6: Leading the way in corporate sustainability …
GF Corporation Leading the way in corporate sustainability … CO2e emissions2 Sales with social or environmental benefits1 as % of total sales Scope 1 and 2, in 1'000 tons 31% newly appointed 80 350 330 managers are women2 70% 70 68% 300 (Target 2025: 25%) 63% 273 60 250 236 231 Accident rate (LTIFR)
Slide 7: … as acknowledged with external awards and ratings
GF Corporation … as acknowledged with external awards and ratings Rating agency Rating Sustainability achievements across divisions and regions A (transparency and performance on climate change) Gold for GF Piping Systems, GF Uponor, GF Casting Solutions; Silver for GF Machining Solutions Ranking 12
Slide 8: Strategy targets 2025 lifted following the acquisition of Uponor
GF Corporation Strategy targets 2025 lifted following the acquisition of Uponor (in CHF) CHF 4.4 – 5.0 billion* CHF 5.0 – 5.5 billion* Sales Sales *including acquisitions *including acquisitions / Uponor 13 – 15% EBITDA margin 9 – 11% 10 – 12% EBIT margin EBIT margin 20 – 22% 20 – 24% Return on Retu
Slide 9: GFs growth opportunities are embedded in global long-term trends
GF Corporation GFs growth opportunities are embedded in global long-term trends Energy efficiency in buildings Urbanization & immigration Digitalization & AI Labor shortage & automation Water scarcity Energy transition © GF v3.0 9 Geneva , May 17 2024 | Nadine Gruber
Slide 10: Becoming better every day – since 1802
Investor presentation Becoming better every day – since 1802 © GF v3.0 10 Geneva , May 17 2024 | Nadine Gruber
Slide 11: Disclaimer
Disclaimer This publication constitutes neither an offer to sell nor a solicitation to buy securities of Georg Fischer AG or of any other company and it does not constitute a prospectus or similar notice within the meaning of articles 35 et seqq. or 69 of the Swiss Financial Services Act. Copies of