Munters Group Ab · OMXSTO:MTRS
Munters Group Ab — Investor Day (2024)
17 slides from Munters Group Ab's investor day presentation, 2024
Slide 1: Well diversified and a leading position in our core markets
Well diversified and a leading position in our core markets Henrik Teiwik, GVP & President AirTech Jing Jin, VP Clean Technologies, AirTech Capital Markets Day 2024
Slide 2: Well diversified and a leading position in our core markets
Well diversified and a leading position in our core markets Key figures Q1 2024 Customer distribution order intake Q1 2024 Our strategic direction 56% ~14 Industrial - Battery ~3,250 22 19% 27% Industrial - Food processing Industrial - Other Employees (FTEs) of Group Net production countries with Co
Slide 3: Retrospect from CMD 2022 - preparing for the next growth wave
Retrospect from CMD 2022 - preparing for the next growth wave Our strategic direction Selected achievements Results Q1 2024* Maximize potential in existing growth segments We have …significantly expanded our sales footprint in our -13% Order intake growth prioritized market segment (battery, food) a
Slide 4: Our mission
Our mission Be the undisputed leader in humidity, climate and air quality control for mission-critical applications. We provide best-in-class sustainable solutions across our customers’ value chain.
Slide 5: We offer a broad range of high-performing humidity, climate and air quality control solutions
We offer a broad range of high-performing humidity, climate and air quality control solutions Humidity Control Technologies Clean Technologies Dehumidification Humidification Air Quality & Pollution Control Systems Indirectly supported via Business Area Data Center Technologies Units Applicable to o
Slide 6: Our solutions are found in a variety of end customer segments
Core segment Future core segment Non-core segment Our solutions are found in a variety of end customer segments Humidity Control Technologies Clean Technologies Dehumidification Humidification Air Quality & Pollution Control Systems Battery Data Centers VOC* Food Processing Automotive Process Pharma
Slide 7: We operate in an attractive market with strong growth in multiple customer segments
We operate in an attractive market with strong growth in multiple customer segments AirTech Segment size and share, MSEK Segment outlook* Short-term (<6 m) Mid-to-long-term +52% Industrial 7,007 → Battery Food processing 4,598 Commercial Other industrial Clean Technologies → → Service & Components S
Slide 8: External megatrends will have impact on our business environment over the coming decade
External megatrends will have impact on our business environment over the coming decade Healthy underlying demand Market dynamics will change Business and operating 1 for humidity and air quality 2 models will continue to evolve 3 and become increasingly solutions volatile Demand for efficiency Resi
Slide 9: To achieve our ambition, we need to further develop our way of creating value
To achieve our ambition, we need to further develop our way of creating value along three key disciplines Full Product Life Cycle Digital Solutions & CX Customer Intimacy Modular products Innovation Process harmonization Material Science Footprint optimization Connectivity Munters Prod. Systems Prod
Slide 10: Sustainability and Artificial Intelligence is integrated into everything we do - examples
Sustainability and Artificial Intelligence is integrated into everything we do - examples Predictive mainte- nance Full Customer Scope 3 product Intimacy lifecycle Customer care AI- Controlled Products Energy- Net Zero Rotor waste Safety efficiency roadmap elimination Factor Model Services Block qua
Slide 11: We are preparing for the next growth wave by investing in our global footprint
We are preparing for the next growth wave by investing in our global footprint Amesbury Tobo & Hodonin • New greenfield factory to consolidate • New factory completed in Hodonin, Czech multiple sites into one and to support Republic to manufacture large systems battery demand in North America • Oppo
Slide 12: Deliver Clean Air to the World
Deliver Clean Air to the World Clean Technologies
Slide 13: VOC abatement is a key growth lever in the near term
VOC abatement is a key growth lever in the near term Expected strong growth in the VOC market* Airprotech acquisition will strengthen our position Bn SEK +10% 122 114 102 92 2023 2024 2025 2026 Growth segments • Gain European market platform for growth Semiconductor • Added inhouse technology of bot
Slide 14: Carbon Capture is a high-potential growth area where Munters is equipped to secure a good market position
Carbon Capture is a high-potential growth area where Munters is equipped to secure a good market position High need of carbon Munters delivers core Munters is well- Three complementary capture solutions to components today into positioned to serve this paths to mine this space achieve 1,5-degree goa
Slide 15: Our strategic journey focuses on maximizing, developing or exploring business development in different phases
Our strategic journey focuses on maximizing, developing or exploring business development in different phases Short-term Mid-term Long-term AirTech Core Business Maximize ↗ Current growth segments ↗ Expanding into new growth ↗ Carbon capture technologies Current revenue ↗ Grow service business segme
Slide 16: Diversified and global, well positioned for profitable growth
Growth journey Diversified and Well positioned for supported by global profitable growth sustainability and AI 16
Slide 17: This presentation contains forward-looking statements
This presentation contains forward-looking statements that reflect Munters’ current expectations on future events and Munters’ financial and operational development. Although Munters believes that the expectations reflected in such forward-looking statements are based on reasonable assumptions, no a