Merck KGaA · XETR:MRK
Merck KGaA — Merck KGaA, Darmstadt, Germany — Investor Day (September 2021)
9 slides from Merck KGaA's investor day presentation, Sep 9, 2021
Slide 1: Electronics: Ready for accelerated growth
Electronics Ready for accelerated growth Kai Beckmann, CEO Electronics 2nd Virtual CMD – September 9, 2021
Slide 2: Disclaimer
Disclaimer Publication of Merck KGaA, Darmstadt, Germany. In the United States and Canada the group of companies affiliated with Merck KGaA, Darmstadt, Germany operates under individual business names (EMD Serono, Millipore Sigma, EMD Performance Materials). To reflect such fact and to avoid any mis
Slide 3: Electronics: Successful transformation, ready for accelerated growth
Electronics: Successful transformation, ready for accelerated growth An integrated electronics innovation leader Delivering on promises and above with one of strongest industry portfolios Bright Future program key deliverables & savings Surface Conducting Solutions thin films €3.3 bn sales with Acti
Slide 4: Electronics industry has clear roadmaps with vast market potential and substantial need for materials innovation
Electronics industry has clear roadmaps with vast market potential and substantial need for materials innovation More applications than ever before to fuel Growth expected to accelerate… Semiconductor growth …with reduced upward cyclicality 12% Automotive 7% Server / Storage / Communication infrastr
Slide 5: "Level Up" - Shifting gears from transformation to growth execution
“Level Up” - Shifting gears from transformation to growth execution Level up scale Enabling ambition Level up tech ▪ Capacity investments of 3 to 6% org. CAGR ▪ Further sharpen focus on synchronized to customers’ 2021 to 2025+ profitable innovation, addressing expansion plans key inflection points ▪
Slide 6: "Level Up" scale - Expanding in sync with customer demand
“Level Up” scale - Expanding in sync with customer demand A partner of choice, in step for higher demand Smart localization, investing close to customers Semiconductor industry CAPEX p.a.1 [€ bn] Share of semi > 2X material market3 Key investments ? Investing in lock-step with Taiwan ▪ Additional la
Slide 7: "Level Up" tech – Empowering today and enabling tomorrow
“Level Up” tech – Empowering today and enabling tomorrow Strong portfolio of silicon & optical technologies And enabling tomorrow’s empowering today’s applications leading-edge technologies Solutions empowering customers to make Selected future Our smaller, faster, more energy efficient, and more su
Slide 8: Meet Our Management
Meet Our Management Speakers in Electronics deep dive Q&A Kai Beckmann Kate Dei Cas John Langan Stefan Kratzer CEO Electronics Head of Chief Technology Officer Head of Delivery Systems & Services Electronics Electronics Controlling Anand Nambiar Michael Heckmeier Ed Shober Head of Head of Head of Se
Slide 9: Investor Relations contacts
CONSTANTIN FEST SVENJA DJAVAHERI SARA HOFMANN Head of Investor Relations Assistant Investor Relations Assistant Investor Relations +49 6151 72-5271 +49 6151 72-3744 +49 6151 72-3321 [email protected] [email protected] [email protected] ILJA DOERING GUNNAR ROMER AMELIE
Merck KGaA, Darmstadt, Germany — Investor Day (September 2021) on 6ix