Andritz Ag · VIE:ANDR

Andritz — Investor Day (2008)

16 slides from Andritz's investor day presentation, 2008

  1. Slide 1: Environment & Process

    Environment & Process Capital Market Days 2008, Austria Disclaimer Certain statements contained in this presentation constitute ‛forward-looking statements.’ These statements, which contain the words ‛believe’, ‛intend’, ‛expect’ and words of similar meaning, reflect management’s beliefs and expecta

  2. Slide 2: Business profile: technology and main markets

    Contents ANDRITZ ENVIRONMENT & PROCESS – OVERVIEW Market and growth drivers Strategy and outlook 2009 Capital Market Days 2008/Environment & Process_Franz Hofmann Slide No. 3 Business profile: technology and main markets Global market leader for dewatering and drying systems for municipal sludge and

  3. Slide 3: Business profile: structure of the business area

    Business profile: structure of the business area Division ES Technologies Business focus Markets 2007 ƒ Filtration ƒ Sales and manufacturing of components ƒ Municipal: ~40% ƒ Separation ƒ Extensive service business ƒ Industrial: ~60% Division ET Technologies Business focus Markets 2007 ƒ Drying ƒ De

  4. Slide 4: Strong growth through organic expansion and acquisitions

    Municipal sludge treatment (II) ƒ From liquid sludge to a valuable product liquid Thickening from Dewatering Drying Agriculture 0.5% to 3% DS from 3% from 30% sludge to 30% DS to > 90% DS Incineration ES division ET division ƒ Andritz is the only company covering all technologies of the process chai

  5. Slide 5: Long-term development of profitability

    Long-term development of profitability EBITA margin Andritz Environment & Process (%) 6.9 6.1 5.3 5.6 4.5 4.9% 3.0 1.4 0.8 0% 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 -0.5 -8.6 Average EBITA margin 1998-2002: 0% Average EBITA margin 2003-2007: 4.9% EBITA Andritz Environment & Process (MEUR)

  6. Slide 6: Municipal sludge treatment: products

    Municipal sludge treatment: products Thickening and dewatering ƒ Screening ƒ Drum thickeners ƒ Belt thickeners ƒ Belt presses ƒ Centrifuges ƒ Filter presses PowerPress/SMX belt filter presses Filter presses High-performance decanter centrifuges Capital Market Days 2008/Environment & Process_Franz Ho

  7. Slide 7: Important references (I)

    Important references (I) Municipal sludge treatment: BDS plant in Nufri, Spain Product: sludge from fruit-juice plant Water evaporation: 3,200-5,300 kg/h Heat generation: waste heat, hot water Start-up: 2005 Capital Market Days 2008/Environment & Process_Franz Hofmann Slide No. 13 Important referenc

  8. Slide 8: Important references (III)

    Important references (III) Municipal sludge treatment: dewatering and drum drying plant Daldowie, UK Plant type: 12 centrifuges D7LL, six drum drying lines DDS 40 Input: industrial and municipal sludge Dewatering: from 2 to 28% TS Drying: from 28 to 92% TS Final product: 1-6 mm granulate Evaporation

  9. Slide 9: Industrial processes: market position

    Industrial processes: market position Andritz is one of the leading suppliers World market shares for filter presses of dewatering equipment for the (market volume: ~370 MEUR) ƒ Mining industry ƒ Petrochemical industry Others: ~80% Andritz is the leading supplier of ƒ filter presses and Andritz: ~20

  10. Slide 10: Industrial processes: products (II)

    Industrial processes: products (II) Decanter centrifuges Capital Market Days 2008/Environment & Process_Franz Hofmann Slide No. 19 Industrial processes: products (III) Filter press and membrane Capital Market Days 2008/Environment & Process_Franz Hofmann Slide No. 20

  11. Slide 11: Industrial processes: drying

    Industrial processes: drying ƒ With its different drying technologies (drum, belt, fluidized bed), Andritz covers a broad range of applications. ƒ With the current market share of less than 2%, a growth opportunity is given. ƒ Market size: ~1,200 MEUR Food Spray Minerals, Polymers and Biomass and gr

  12. Slide 12: Fluidized Bed Drying System (FDS)

    Fluidized Bed Drying System (FDS) Capital Market Days 2008/Environment & Process_Franz Hofmann Slide No. 23 Fluid bed drying plant in Wesseling, Germany Plant type: HDC 2500/3000 Capacity: 44,000 kg/hr dry product Heating source: Saturated steam Product: Polyethylen (HDPE) Start-up: 2004 Capital Mar

  13. Slide 13: Municipal sludge treatment: drivers (I)

    Contents Andritz Environment & Process – overview MARKET AND GROWTH DRIVERS Strategy and outlook 2009 Capital Market Days 2008/Environment & Process_Franz Hofmann Slide No. 25 Municipal sludge treatment: drivers (I) Why sludge treatment? To reduce volume and cost for transportation and disposal. ƒ 1

  14. Slide 14: Municipal sludge treatment: drivers (II)

    Municipal sludge treatment: drivers (II) Sludge drying and incineration Legislation to support demand for sludge treatment equipment, especially drying ƒ Council directive 86/278/EEC on the protection of environment in particular soil was issued. Thermal treatment of sludge is an accepted technology

  15. Slide 15: Strategy

    Contents Andritz Environment & Process – overview Market and growth drivers STRATEGY AND OUTLOOK 2009 Capital Market Days 2008/Environment & Process_Franz Hofmann Slide No. 29 Strategy ƒ Develop and offer technologies to become the leading specialist for dewatering and drying systems. ƒ Manufacture

  16. Slide 16: Outlook

    Outlook ƒ Five-year growth target: > Sales of 400 MEUR with EBITDA of 8-10% (Capital Market Days in Edinburgh, 2005) ƒ Further growth of service business due to increased installed equipment base. ƒ Mining business will further grow > coal is one of the main energy sources > tar sand is a costly but

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