Air Liquide SA · EURONEXT:AI
Air Liquide SA — Global Materials Conference 2007
32 slides from Air Liquide SA's conference presentation, Mar 7, 2007
Slide 1: Innovation at Air Liquide
Innovation at Air Liquide François Jackow VP, R&D and Advanced Technologies Global Materials Conference London March 07, 2007
Slide 2: Contents
Contents Who are we? Our Business model Innovation Examples Conclusion Global Materials Conference – London – March 07th, 2007 2
Slide 3: Air Liquide: a global leader
Air Liquide : a global leader Total revenue 2006 : 10.9 bn € 80% outside France Serving more than 1 million customers … … in 70 countries > 2 600 protected inventions 36 900 employees 8 R&D centers (France, Germany, US, Japan) Global Materials Conference – London – March 07th, 2007 3
Slide 4: Gas and services: 88% of total sales
Gas and services : 88% of total sales Mid term growth Industrial Customers (45% of G&S) Bulk & cylinders deliveries Serving a wide variety of customers Large Industries (30% of G&S) Large dedicated plants at customer sites Air gases and Hydrogen Pipeline network Healthcare (16% of G&S) Dedicated med
Slide 5: Contents
Contents Who are we? Our Business model Innovation Examples Conclusion Global Materials Conference – London – March 07th, 2007 5
Slide 6: A business based on simple molecules
With a Business based on Simple Molecules… From Air O2 … with unique properties N2 9Combustion 9Respiration Xe Ar 9Inerting Kr 9Energy Content 9Cold 9Insulation 9Conductivity H2 He 9Reactivity CO2 … where know-how CO makes the difference From Fossil Fuels Global Materials Conference – London – March
Slide 7: Where we fulfill customer's needs
Where we fulfill customer’s needs…. …by bringing technologies into customer’s process Molecule provider Technology Getting more and In depth provider more into the knowledge of customer's customer's process … process Global Materials Conference – London – March 07th, 2007 7
Slide 8: Contributing to steel production improvements
Contributing to steel production improvements Iron ore EAF EAF Scrap O2 Steel scrap Ar, N2 Decarburization Burners, Injectors, Melting Modeling, Post combustion Real time process control Molecules provider Global Materials Conference – London – March 07th, 2007 8
Slide 9: Contents
Contents Who are we? Our Business model Innovation Examples Conclusion Global Materials Conference – London – March 07th, 2007 9
Slide 10: Our R&D axes
Our 3 R&D axes … Healthier life Sustainable Communicating environment world … aligned with the Group strategy Global Materials Conference – London – March 07th, 2007 10
Slide 11: Healthier life: Food
Healthier life Guarante food products quality Develop innovative products and processes Food Global Materials Conference – London – March 07th, 2007 11
Slide 12: New modified atmosphere packaging
New modified atmosphere packaging Improving the organoleptic, microbiological qualities and the preservation of the final products Until recently N2/CO2/O2 Gas mixtures in packaging New developments New gas mixtures in process Increase shelf life H2/N2 mixture Improve quality Process Global Material
Slide 13: Healthier life: Healthcare
Healthier life Innovate in healthcare Develop medical gases Healthcare Global Materials Conference – London – March 07th, 2007 13
Slide 14: Xenon as a premium anesthetic
Xenon as a premium anesthetic 2005 2005: :Market Marketapproval approval in inGermany Anesthetic gas and analgesic effect : Germany No influence on blood circulation No toxicity for organs (kidney, liver) Best patient recovery profile Market launch Clinical tests Xenon administration equipment Globa
Slide 15: Communicating world: Electronics
Communicating world Electronics Developing new products and services for : semi-conductors industry flat planels displays Industrial efficiency Global Materials Conference – London – March 07th, 2007 15
Slide 16: From silicon to chip: tons of gases
From silicon to chip : Tons of gases silicon Epitaxy H2, SiH4, PH3… Thermal Deposit Lithography B2H6, AsH3, PH3… Treatment Etch Doping SiH4, WF6, SiH2Cl2, NF3, C2F6… CF4, HBr, BCl3… O2, H2, N2O, NH3… Planarisation Stripping/ Cleaning CF4, N2O, H2, O3… wafer Global Materials Conference – London – Mar
Slide 17: Offering for New Materials
Offering for New Materials Molecules used for the deposition of advanced thin films Developing IP on new materials Providing high spec products and delivery systems +40% market growth expected in 5 years Global Materials Conference – London – March 07th, 2007 17
Slide 18: Sustainable environment: Efficient production
Sustainable environment Efficient Production Improve energy efficiency Improve productivity Global Materials Conference – London – March 07th, 2007 18
Slide 19: Reaching operation excellence
Reaching operation excellence … by implementing top end technologies in our day-to-day operations Combining internal & external technology Decision support tool for Operations Detects drifts in compressor behavior Tgas Pin TT PT Pout Q PT FT KW Electric Filter Power compressor motor Twat Potential T
Slide 20: Sustainable environment: Clean processes
Sustainable environment Efficient Production Clean processes Emission reduction Contribute to the development of clean electricity production Global Materials Conference – London – March 07th, 2007 20
Slide 21: O2 for clean power production
O2 for Clean Power Production COAL N2 Coal based Power Plant CO2 N2 Carbon Dioxide O2 Sequestration CO2 Recirculation Global Materials Conference – London – March 07th, 2007 21
Slide 22: Environment concerns driving O2 demand
Environment concerns driving O2 demand 500 MW coal power plant = 15,000 tonnes per day of Oxygen 157 000 246 600 6 600 34 100 Russian 114 500 14 000 31 300 Federation Canada Poland Ukraine Kazakhstan 92 400 USA China 6 600 India 78 500 Colombia 10 100 48 800 Brazil Australia South Africa Sub-bitumin
Slide 23: Sustainable environment: New energies
Sustainable environment Efficient Production Clean processes Develop solutions for the New Energies clean mobility Global Materials Conference – London – March 07th, 2007 23
Slide 24: On the road to sustainable mobility with H2
On the road to Sustainable Mobility with H2 … Zero Emission Fuel Efficiency Security of Supply New Benefits …How do we get there ? Global Materials Conference – London – March 07th, 2007 24
Slide 25: Delivering new hydrogen technologies
Delivering new technologies…. 1. CO2 lean H2 3. On board production 2. Dedicated Storage Distribution High pressure cylinders (350 to 700 bar) H2 production / Purification H2 filling station Liquid H2 tank (-253°C) Global Materials Conference – London – March 07th, 2007 25
Slide 26: Initiating market development today
Initiating market development today…. 50 000 €/kW Niche applications 15 000 8000 €/kW : Isolated sites, back-up 3000 €/kW : High power batteries 10 000 1500 €/kW : Small on-site power generators 300 €/kW : Public 6 000 transportation and stationary 2 000 10 100 1000 10 000 > 10 000 Units Global Mate
Slide 27: HYCHAIN: the largest European project
HYCHAIN : The largest European Project Deployment of hydrogen small vehicles fleets : first step towards clean transportation Launched on Jan 2006 44 40 FP 6 - 2004 TREN. 30 34 Budget 37 Million € More than 26 partners 150 vehicles Coordinated by Air Liquide 4 European regions for 10 deployment : 44
Slide 28: Contents
Contents Who are we? Our Business model Innovation Examples Conclusion Global Materials Conference – London – March 07th, 2007 28
Slide 29: Leveraging our innovation industrial partnerships
Leveraging our Innovation > 100 industrial partnerships Innovation > 170 Mi € > 100 academic collaborations Global Materials Conference – London – March 07th, 2007 29
Slide 30: Innovation supporting the Group strategy
Innovation supporting the Group strategy Investment decision ≈ €1.8 bn In €M 1800 500 400 40% for 50 Innovation 900 400 500 600-800 600 600 500-600 0 2002 2006 2007-2011 Base Technology, Innovation, Services Emerging countries Global Materials Conference – London – March 07th, 2007 30
Slide 31: Contributing to our growth ambition
Contributing to our growth ambition CAGR +8-10% Revenue OIR Margin Net profit €16-18 bn 16-17% €1.6-1.8 bn CAGR +8-10% 15% CAGR +10-13% €11 bn €1 bn 2006 2011 2006 2011 2006 2011 Accelerating performance Global Materials Conference – London – March 07th, 2007 31
Slide 32: Innovation for Air Liquide is...
Innovation for Air Liquide is… …The basis of our Growth … A necessity … A set of mind Thank you for your attention Global Materials Conference – London – March 07th, 2007 32