Bechtle Ag · XETR:BC8
Bechtle — Investor Day (October 2022)
20 slides from Bechtle's investor day presentation, Oct 18, 2022
Slide 1: Bechtle AG – Capital Markets Day 2022
Bechtle AG – Capital Markets Day 2022 Internationalization Strategy. Konstantin Ebert, E-Commerce Holding AG Dr. Karl-Heinz Kramer, Bechtle AG
Slide 2: Successful focus on segments.
Successful focus on segments. Systemhaus & Managed Services Regional focus on Germany, Austria and Switzerland and supporting international customers Customer proximity through a decentralized network Service Factory und Multi Cloud competencies E-Commerce Regional focus on 14 european markets inclu
Slide 3: Evolution of our business model in E-Commerce.
Evolution of our business model in E-Commerce. Modern Modern Procurement Transactional Service Partner Today. Workplace Meeting excellence business Network Solutions Rooms Centers of Device as Cloud Managed Print But, also today. HPC Excellence a Service seats Services Hybrid Cloud Managed Tomorrow.
Slide 4: E-Commerce – Revenue across Europe.
E-Commerce – Revenue across Europe. Revenue in €m in 2021 806,8 421,3 111,4 106,6 106,8 54,8 FR NL UK BE ES 18.10.2022 | Bechtle AG | Capital Markets Day 2022 4
Slide 5: Bechtle's strong M&A track record
Bechtle‘s strong M&A track record is the basis for executing our new regional direction. 105 Acquisitions since Bechtle‘s Foundation in 1983 9 8 8 8 7 Number of acquisitions per Year 6 6 5 5 5 5 4 4 4 4 4 4 4 3 3 3 3 3 3 3 3 3 3 3 3 2 2 2 2 2 2 1 1 0 0 1993 1994 1995 1996 1997 1998 1999 2000 2001 20
Slide 6: Netherlands.
Netherlands. 18.10.2022 | Bechtle AG | Capital Markets Day 2022 6
Slide 7: Netherlands – Revenue development per year.
Netherlands – Revenue development per year. Revenue in €m w/o PQR 421,3 (+13%) 371,7 356,5 (+4%) (+14%) 312,4 (+32%) 236,6 2017 2018 2019 2020 2021 18.10.2022 | Bechtle AG | Capital Markets Day 2022 7
Slide 8: Netherlands – Brand and coverage overview until May 2022.
Netherlands – Brand and coverage overview until May 2022. BUYIT BECHTLE DIRECT ARP 18.10.2022 | Bechtle AG | Capital Markets Day 2022 8
Slide 9: Where we stand and how we close the gap.
Where we stand and how we close the gap. Our strenghts Our areas of growth Cloud (Multi/ Infra- Large Regional Service Sales Modern Managed Technology seats Hybrid) structure Security Enterprise coverage and MPS Workplace Services Expertise Cloud solutions and Public Close the gap 18.10.2022 | Becht
Slide 10: Our approach in the Netherlands.
Our approach in the Netherlands. What are we looking for? What have we done? Companies operating as a system house and offering a Review of acquisition ideas from among the local wide portfolio of services and solutions on the IT market with management teams focus topics like: Extensive networking w
Slide 11: PQR Holding B.V., NL-Utrecht.
PQR Holding B.V., NL-Utrecht. IT Infrastructure Specialist Signing: 5th May 2022; Closing: 3rd June 2022 Founded in 1990, located in Utrecht; exclusively active in the Sellers: Private Equity Investor Intersaction and Netherlands management team Revenue 2021: 100 €m with 170 employees Management: PQ
Slide 12: Netherlands – Brand and coverage overview.
Netherlands – Brand and coverage overview. BUYIT BECHTLE DIRECT PQR ARP *since June 2022 CADMES 18.10.2022 | Bechtle AG | Capital Markets Day 2022 12
Slide 13: France.
France. 18.10.2022 | Bechtle AG | Capital Markets Day 2022 13
Slide 14: France – Revenue development per year.
France – Revenue development per year. Revenue in €m 806,8 (+17%) 700,7 690,7 (+94%) (-1%) 360,6 (+137%) 152,3 2017 2018 2019 2020 2021 18.10.2022 | Bechtle AG | Capital Markets Day 2022 14
Slide 15: France – Brand overview.
France – Brand overview. BECHTLE DIRECT INMAC WSTORE BECHTLE COMSOFT 18.10.2022 | Bechtle AG | Capital Markets Day 2022 15
Slide 16: Where we stand and how we close the gap.
Where we stand and how we close the gap. Our Strength Growth Areas Logistics (Multi/ Infra- Software Cloud Modern Managed Regional and Hybrid) structure Security Large Sales seats Workplace Services coverage procurement Cloud solutions enterprises expertise Close the gap 18.10.2022 | Bechtle AG | Ca
Slide 17: Our approach in France.
Our approach in France. Engagement of a financial advisor with a buy-side mandate to screen the French IT Services market and to approach of suitable targets: Sweet spot: > 60 to 70 €m of revenue System-integrated (cloud ecosystem - AWS, Microsoft, etc; server/networking projects, etc.), not too spe
Slide 18: More to come soon...
More to come soon... 18.10.2022 | Bechtle AG | Capital Markets Day 2022 18
Slide 19: Summary.
Summary. 2021: New strategic regional approach decided Definition of focus markets and target criteria Delivered 2021 (Cadmes) and 2022 (PQR and Axzes) Next steps Increase focus on UK and Spain Drive further follow up acquisitions Leverage acquired targets across local market 18.10.2022 | Bechtle AG
Slide 20: Any questions?
Any questions? All key figures and information can also be found at: bechtle.com/reports 18.10.2022 | Bechtle AG | Capital Markets Day 2022 20