Chart Industries, Inc. · NYSE:GTLS
Chart Industries — Investor Presentation (March 2012)
14 slides from Chart Industries's investor presentation, Mar 8, 2012
Slide 1: Investor Presentation March 2012
Exhibit 99.1 INVESTOR PRESENTATION MARCH 2012
Slide 2: Disclosure
Disclosure Forward-Looking Statements: This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. The use of words such as “may”, “might”, “should”, “will”, “expect”, “plan”, “anticipate”, “believe”, “estimate”, “project”, “for
Slide 3: Company Overview
Company Overview Chart Industries is a leading provider of highly engineered cryogenic equipment for the hydrocarbon, industrial gas, and biomedical markets Technology leader that provides high-end equipment to the energy industry, which is the largest end-user of Chart’s products One of the leading
Slide 4: Energy & Chemicals (E&C) Segment Overview
Energy & Chemicals (E&C) Segment Overview Selected Products 2011 Sales by Product / Region Cold Boxes and Brazed Aluminium Middle East & Production LNG VIP Heat Exchangers RoW 44% 18% 23% Americas (Non-US) 11% U.S. 47% Heat Exchanger Asia Air Cooled Heat 23% Exchangers Europe 33% 1% Highlights Techn
Slide 5: Distribution & Storage (D&S) Segment Overview
Distribution & Storage (D&S) Segment Overview Selected Products 2011 Sales by Product / Region LNG Terminals Distribution and Vehicle Fuel Americas RoW Beverage Liquid Systems 12% CO Systems (Non-US) 3% 2 6% Bulk Storage 10% Systems Parts, Repair and On- 36% Asia Site Service 21% 9% U.S. VIP, System
Slide 6: BioMedical Segment Overview
BioMedical Segment Overview Selected Products 2011 Sales by Product / Region End-Use Consumption Americas RoW Biological Liquid Oxygen (Non-US) 1% Storage (LOX) Therapy 5% Systems Systems Asia 30% 52% 10% U.S. 38% Stainless Steel Freezer Non-LOX Respiratory Therapy Systems Europe 18% 46% Highlights
Slide 7: Global Manufacturing and Distribution Platform
Global Manufacturing and Distribution Platform Manufacturing facilities are strategically located in lower-cost countries and near centers of demand Operating leverage provides the flexibility to expand and reduce capacity as needed Major manufacturing locations include: China, Changzhou (D&S and E&
Slide 8: Growth Opportunities
Growth Opportunities D&S •Global LNG opportunity • Strong relationships with Industrial Gas customers E&C • Demand for Industrial Gas •Global base load LNG projected to increase 8% projects per year • Growth in natural gas processing • Emerging market opportunities BioMedical •Aging demographics • P
Slide 9: Natural Gas Expected To Grow Globally
Natural Gas Expected To Grow Globally Source: ExxonMobil – The Outlook for Energy, A View to 2040 Natural gas expansion – Natural gas demand is expected to continue to grow at a pace faster than coal and oil, and will be heavily weighted towards emerging economies, which is expected to drive demand
Slide 10: LNG Value Chain Opportunities
LNG Value Chain Opportunities Increasing natural gas penetration as a viable energy source and transportation fuel due to its high energy density, lower costs, cleaner emissions profile, and plentiful supply due to improved drilling technologies (e.g. shale gas). U.S. trucking is converting a portio
Slide 11: Strong Track Record of Successful Execution
Strong Track Record of Successful Execution 900 Last Growth 160 Cycle CAGR Similar or higher growth, leveraged by 800 (2004-2008) 140 Sales 25% acquisitions, expected to occur again during the 700 Oper. Inc. 38% current growth cycle 120 600 100 500 The return of large contract orders and the 80 impr
Slide 12: Historical Orders and Year-end Backlog
Historical Orders and Year-end Backlog Annual Orders ($MM) Year-end Backlog ($MM) GTLS: GAS TO LIQUID SYSTEMS 11
Slide 13: Outlook for 2012
Outlook for 2012 Based on a substantial order backlog, solid financial resources, and an attractive portfolio of product solutions, we expect another solid year in 2012. We believe energy investments, especially in natural gas applications, are at an early-stage of a multi-year growth cycle. We anti
Slide 14: Summary of Investment Highlights
Summary of Investment Highlights Chart continues to represent a unique investment opportunity to capitalize on global energy demand, growth in natural gas use, and biomedical opportunities Positioned for Significant Growth Very Stable Business Model Exploit LNG and NG growth Opportunities with globa
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