Vaisala Oyj Class A · OMXHEX:VAIAS
Vaisala Oyj Class A — Investor Day (June 2017)
28 slides from Vaisala Oyj Class A's investor day presentation, Jun 13, 2017
Slide 1: Observations for a Better World: Weather and Environment
Observations for a Better World Weather and Environment Vaisala Capital Markets Day, June 13, 2017 Jarkko Sairanen
Slide 2: Weather and Environment Today
Weather and Environment Today • Undisputable global leader in weather observations • The traditional weather market is not a growth market • On-going digital transformation opens new dynamics • Growth opportunities in environmental measurements Page 2 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 3: Weather and Environment Markets
Weather and Environment Markets METEOROLOGY TRANSPORTATION RENEWABLE ENERGY AMBIENT AIR QUALITY MEGA TRENDS Page 3 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 4: Global Market Sizes and Growth
Global Market Sizes and Growth Meteorology Renewable Ambient Air Infrastructure Transportation Energy Quality MEUR Market share Market size* 450–500 300 325–375 150–200 indication: Low <10% Mid 10–25% Market growth p.a. 0% 0-5% >10% >5% High >25% Vaisala market share High High Low Low * Vaisala esti
Slide 5: Weather and Environment Strategy
Weather and Environment Strategy BUSINESS PARTNER 1. Industry leading products FOR INTEGRATED OPERATIONAL VALUE 2. Large system project capability Digital Solutions 3. Digital solutions for weather critical operations 4. Selective expansion to environmental ONE STOP SHOP PROJECT HOUSE measurements I
Slide 6: 1) Industry Leading Products
1) Industry Leading Products 2) Large System Project Capability 3) Unique Digital Solutions 4) Environmental Measurements Page 6 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 7: Leadership with a Broad Product Portfolio
Leadership with a Broad Product Portfolio Pressure, Visibility, Road/Aviation/ Lightning Weather Radiosondes Humidity, Present Ceilometers Sodars Weather Air Quality sensors radars Multiweather weather stations #1 #1 #1 #1 #1 #1 #1 #1-3 n/a Page 7 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 8: Investments to Sustain Product Leadership
Investments to Sustain Product Leadership Experimentation Comprehensive offering requires significant maintenance and modernization efforts Product lifetime in many cases even 20 years Maintenance Wide development scope from silicon chips to New Technology and Growth complete systems, software
Slide 9: Maintain Position and Renew
Maintain Position and Renew Maintain strong market position Targeted M&A Secure quality and reliability Implement and maintain modern system architectures New products Optimize total cost of ownership Introduce competitive replacement products Replacement products Create new growth Total cos
Slide 10: 2) Large System Project Capability
1) Industry Leading Products 2) Large System Project Capability 3) Unique Digital Solutions 4) Environmental Measurements Page 10 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 11: Meteorological System Architecture
Meteorological System Architecture Vaisala Capacity Building Program for Public Weather Services of NMS WEATHER DATA COLLECTION, WEATHER FORECAST DISSEMINATING OBSERVATIONS STORAGE PRODUCTION SYSTEM AND QUALITY CHECK Private Weather Radar • FORECASTS Services Forecaster • EARLY WARNINGS Data Worksta
Slide 12: Our Approach to Build Weather Infrastructure
Our Approach to Build Weather Infrastructure Scaling up observation systems and network Sounding systems, radars, lightning network, weather station network, aviation weather systems Data center & network management for data collection and communication Integrated weather forecasting system
Slide 13: Bahamas Capacity Building Project
Bahamas Capacity Building Project Value: USD 19 million Project Scope Scaling up observation network – 4 new weather radars and 1 upgraded radar – 9 airport weather observation systems – 16 automatic weather stations with sensors – Integration of entire system, including satellite data Integ
Slide 14: Page 14 © Vaisala June 13, 2017
Page 14 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 15: 3) Unique Digital Solutions
1) Industry Leading Products 2) Large System Project Capability 3) Unique Digital Solutions 4) Environmental Measurements Page 15 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 16: Helping Customers to Make Critical Decisions
Helping Customers to Make Critical Decisions Energy Utilities Transmission State / Country Airport Airside Airline Ground and Distribution Departments of Operations Operations System Transportation Operators Asset development Runway winter Aircraft de-icing and Main Pain process efficiency System re
Slide 17: Broad Offering of Digital Solutions
Broad Offering of Digital Solutions Ground Transportation Aviation Lightning Renewable Energy Road Transportation Airline Airport network connectivity Ground Airside Pre- Asset operations and automation Operations Operations Efficiency Safety construction Operations RoadDSS AviMet DSS Thunderstorm V
Slide 18: Service and Network Monitoring 24/7/365
Service and Network Monitoring 24/7/365 Vaisala Network monitoring center, Tucson, Arizona, US Page 18 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 19: Achieving Growth
Achieving Growth Solution roadmaps and innovation Visionary Roadmaps Work with selected lead customers Roadmaps based on deep understanding of target Lead Customers customer operations Leverage cutting-edge analytics and AI Common resource cube Build and use a common resource cube Secure r
Slide 20: 4) Environmental Measurements
1) Industry Leading Products 2) Large System Project Capability 3) Unique Digital Solutions 4) Environmental Measurements Page 20 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 21: From Weather to Weather and Environment
From ”Weather” to ”Weather and Environment” ... Air Quality Weather Weather Ambient water Emissions Ambient Solar Noise radiation Page 21 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 22: Several Application Areas in Air Quality
Several Application Areas in Air Quality Ambient Indoor Industrial AQ / Occupational CBRN / CEMS / Vehicle Air Quality Air Quality process Safety Emergency Emission Emission monitoring Response monitoring monitoring Regulatory ambient Building automation, Critical production Detection for toxic and
Slide 23: Global Atmospheric Map of NO2 Pollution
Global Atmospheric Map of NO2 Pollution Page 23 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 24: Today
Today Page 24 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 25: Future
Future Page 25 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 26: Smart Urban Air Quality System
Smart Urban Air Quality System AIR QUALITY MODELING AND FORECASTING STANDARD APIs WEATHER DATA AND FORECASTS DATABASE AIR QUALITY DATA Page 26 © Vaisala June 13, 2017 Capital Markets Day 2017
Slide 27: Renew and Expand to Environmental Business
Renew and Expand to Environmental Business 1. Continue to strengthen our position as the provider of leading weather observation products 2. Drive success with large capacity building projects 3. Embrace digital transformation and grow digital solutions business 4. Develop new business in environmen
Slide 28: Observations for a Better World
Observations for a Better World Page 28 © Vaisala June 13, 2017 Capital Markets Day 2017