Rheinmetall Ag · XETR:RHM
Rheinmetall — Investor Day (September 2013)
15 slides from Rheinmetall's investor day presentation, Sep 13, 2013
Slide 1: Capital Markets Day 2013 – Combat Systems
Capital Markets Day 2013 Combat Systems – The largest one of three divisions Dr. Andreas Schwer © Rheinmetall 2013 Combat Systems Content Combat Systems - A survey Internationalization and international competition In detail: The five business units Market trends, products and innovations Capital Ma
Slide 2: The largest division of Rheinmetall Defence / Key figures
Combat Systems The largest division of Rheinmetall Defence Combat Systems Electronic Solutions 31% 46% Sales 2012 €2,335 million 23% Wheeled Vehicles Capital Markets Day 12/13 September 2013 © Rheinmetall 2013 3 Combat Systems Key figures of the division Combat Combat Platforms International in €inm
Slide 3: Components remain core business; Locations as basis for market access
Combat Systems Components remain core business, but systems and service will grow Systems Components Service ~15 % ~75% ~10% of sales of sales of sales Capital Markets Day 12/13 September 2013 © Rheinmetall 2013 5 Combat Systems Locations as a basis for market access International production and cus
Slide 4: Distribution of sales and orders; growth markets
Combat Systems Distribution of sales and orders show the fruits of a focused international approach Sales 2012 by regions in % Order backlog as of July 31, 2013 by regions in % Europe (w/o Germany) Asia/Australia Asia/Australia Europe GCC 10% (w/o Germany) 4% 24% GCC 10% 9% 35% Sales 2012 8% North O
Slide 5: Recent orders illustrate importance of international target markets
Combat Systems Recent orders illustrate importance of international target markets Traditional markets New markets (MENA, Asia) Significant orders worth €1.1 billion from Germany Middle East / Asia in the last 12 months: Switzerland Ammunition MENA €320 million Netherlands Five orders for tank and a
Slide 6: Internationalization: Canada TAPV; MENA ammunition
Combat Systems Internationalization Canada: Tactical armored patrol vehicle TAPV Sales split in € million Volume: € 160 million, booked in Q3 2012 500 vehicles to be delivered from 2014-2016 100 4x4 armored wheeled vehicle specifically 50 designed for the Canadian forces Importance for Rheinmetall C
Slide 7: Internationalization: Middle East mortar ammunition; Far East engineering tanks
Combat Systems Internationalization Middle East: Mortar ammunition Volume: € 50 million, booked in Q3 2013 Rheinmetall Denel Munition will supply ammunition for a mobile 120mm mortar system to a customer in the Middle East Package comprises especially illumination and smoke/obscurant rounds Complete
Slide 8: In detail: The five business units
Combat Systems In detail: The five business units Combat Combat Propulsion Protection International Platforms Infantry Systems Systems American Rheinmetall Main battle tanks, 40mm systems Propellant systems Passive protection Munitions artillery systems, support vehicles Mortar systems Civil chemist
Slide 9: Business units Combat International and Infantry Systems
Combat Systems Business unit Combat International Successful integration of acquired companies Rheinmetall Denel Munition (RDM): Remarkable growth since consolidation (Sept. 2008) RWM Italia: Sales doubled since consolidation (Dec. 2010) New products or services, e.g. multi-mode warheads for Rheinme
Slide 10: Business units Propulsion Systems and Protection Systems
Combat Systems Business unit Propulsion Systems Stable sales and good earnings contribution within target range Widening the technological lead in the broad product portfolio with competitive production Propellants for large-caliber ammunition processes in order to maintain the worldwide leading pos
Slide 11: Substantial market trends; Innovations: Rosy
Combat Systems Substantial market trends Avoidance of collateral damages through increased precision and scalability effect of weapons and ammunition Highest level of protection for soldiers Smaller and lighter weapon systems with significantly increased penetration power, effect and range Higher re
Slide 12: Innovations: high-energy laser; medium caliber turret Lance
Combat Systems Innovations Forward-looking high-energy laser technology Highly accurate, silent, effective and scalable impacts against today's threats Action chain of detection - tracking - fighting successfully documented 50 kW weapons technology with upgrade potential to 100 kW First tests succes
Slide 13: Innovations: Route clearance package; MBT Revolution
Combat Systems Route clearance package Response to an immediate operational requirement of ISAF Forces Consisting of - Rheinmetall’s remote controlled Wiesel - Fox (Command and Control) - RMMV Multi FSA (Transportation) - Mini Mine Wolf manipulator vehicle Task: detecting mines and IEDs concealed on
Slide 14: Summary
SUMMARY Combat Systems Summary Combat Systems is in its product range presently no. 4 in the world, medium-term target: to become no. 3 Extensive international customer and locations network Technology leadership in weapon and ammunition Comprehensive and complete product portfolio Large order backl
Slide 15: Financial Diary and Disclaimer
Financial Diary November 8, 2013 Q3 2013 Disclaimer This presentation contains “forward-looking statements” within the meaning of the US Private Securities Litigation Reform Act of 1995 with respect to Rheinmetall’s financial condition, results of operations and businesses and certain of Rheinmetall