Alfa Laval Ab · OMXSTO:ALFA
Alfa Laval Ab — Investor Day (2012)
25 slides from Alfa Laval Ab's investor day presentation, 2012
Slide 1: www.alfalaval.com
www.alfalaval.com
Slide 2: Industrial Refrigeration
Industrial Refrigeration Claes Ericsson Industrial Equipment
Slide 3: Industrial Equipment – the segment and its markets
Industrial Equipment - the segment and its markets Comfort OEM Engine & Transport Refrigeration Fluids & Utility www.alfalaval.com
Slide 4: Refrigeration – what is industrial refrigeration?
Refrigeration – what is industrial refrigeration? www.alfalaval.com
Slide 5: Industrial refrigeration – the main end-user markets
Industrial refrigeration – the main end end--user markets The cold chain HVAC & &Refrigeration Industrial HVAC & R Process Industry Process Industry © Alfa Laval Slide 5 www.alfalaval.com
Slide 6: Key market drivers
Key market drivers – structural growth drivers trigger change Increased living standards Urbanization Environmental concerns Energy efficiency © Alfa Laval Slide 6 www.alfalaval.com
Slide 7: Key market drivers – increased living standards & urbanization
Key market drivers – increased living standards & urbanization Increased living standards New consumption patterns in BRIC Demand for more prepared food Higher quality of food Urbanization Strong urbanization ahead Cold chain infrastructure © Alfa Laval Slide 7 www.alfalaval.com
Slide 8: Living standards & urbanization
Living standards & urbanization – examples in fast fast--growing economies Expansion − 1000 hyper or larger supermarkets are added in the BRIC countries every year − FDI – foreign direct investment – means entrance of global retail players in India − New state program for food in Russia Modernizatio
Slide 9: Stepwise increases
Stepwise increases – in footprint for air products in BRIC 3,000 m2 March -11 1,500 m2 5,000 m2 March -12 Apr -12 3,500 m2 March -10 © Alfa Laval Slide 9 www.alfalaval.com
Slide 10: Key market drivers – environmental concerns
Key market drivers – environmental concerns Montreal Protocol – Reduction of ozone depleting gases Kyoto Protocol – Reduction of green house gas emissions © Alfa Laval Slide 10 www.alfalaval.com
Slide 11: Environmental concerns
Environmental concerns – drive increased use of natural refrigerants Environment Safety • Ammonia & CO2 • Aligned with nature • Technology barriers • Risk avoidance ALFA LAVAL CONFIDENTIAL www.alfalaval.com
Slide 12: Key market driver – energy efficiency
Key market driver – energy efficiency Cost of energy and energy usage Combining thermal & application knowledge Energy costs for higher efficiency Alfa Laval is the leader in helping customers cut energy costs. The Optigo case Cost of Refrigerant and chiller initial ref charge www.alfalaval.com
Slide 13: Energy efficiency
Energy efficiency – examples in established economies Retrofit market Energy efficiency and LCC Alignment to legislations © Alfa Laval Slide 13 www.alfalaval.com
Slide 14: Let's look at practical examples
Let’s look at practical examples – the cold chain www.alfalaval.com
Slide 15: The cold chain
The cold chain – food and beverage processing industry www.alfalaval.com
Slide 16: Food & Beverage processing industry
Food & Beverage processing industry www.alfalaval.com
Slide 17: Food & Beverage processing industry – Beer production in Brazil
Food & Beverage processing industry – Beer production in Brazil Ammonia refrigeration system Evaporators & condensors Utility cooling water Order value 1.9 M€ www.alfalaval.com
Slide 18: The cold chain – cold storage and distribution centrals
The cold chain – cold storage and distribution centrals www.alfalaval.com
Slide 19: Storage and distribution central
Storage and distribution central www.alfalaval.com
Slide 20: Storage and distribution – Chili storage in India
Storage and distribution – Chili storage in India India is among the world’s largest fruit & vegetables producers According to Indian government – 5,500 cold storage areas in India today – This capacity cover 15% of production output Cold chain opportunities – 25% of food destroyed – 20% growth in t
Slide 21: The cold chain – retail
The cold chain – retail www.alfalaval.com
Slide 22: Retail
Retail Air cooler - dual discharge fi ho Air cooler - single discharge Air cooler - single discharge www.alfalaval.com
Slide 23: Retail – CO2 refrigeration in the UK
Retail – CO2 refrigeration in the UK CO2 gas cooling – Legislation-driven investment An industry on the move Industry infrastructure to grow – Knowledge among installers – Time www.alfalaval.com
Slide 24: Summary
Summary Structural growth will offer opportunities ahead Our improved footprint enables access to a larger market As technology leader with a focus on R&D, Alfa Laval will also drive change in a very dynamic market A strong brand, wide offering, excellent market coverage and deep application knowled
Slide 25: www.alfalaval.com
www.alfalaval.com