Bayer Ag · XETR:BAYN
Bayer — Investor Presentation (2006)
14 slides from Bayer's investor presentation, 2006
Slide 1: Polymers: Functional today, intelligent tomorrow?
Bayer: Science For A Better Life Polymers: Functional today, intelligent tomorrow? Ian Paterson Bayer MaterialScience AG · Member of the Board of Management
Slide 2: Forward-Looking Statements
Forward-Looking Statements This announcement contains forward-looking statements based on current assumptions and forecasts made by Bayer Group management. Various known and unknown risks, uncertainties and other factors could lead to material differences between the actual future results, financial
Slide 3: 2005 sales by business unit
Bayer MaterialScience: 2005 sales by business unit Polyurethanes (PUR) Polycarbonates (PCS) 45 % 25 % Euro 10.7 billion Coatings, Adhesives, 12 % Sealants (CAS) Wolff Walsrode (WW) 4% 2% 3% 9% Thermoplastic H.C. Starck (HCST) Polyurethanes (TPU) Inorganic Basic Chemicals (IBC) 3
Slide 4: 2005 sales by customer industry
Bayer MaterialScience: 2005 sales by customer industry Chemical industry Automotive 9% 16 % Electrical / Other electronics (sports, leisure, medical, etc.) 16 % 23 % Furniture / wood Construction 16 % 20 % 4
Slide 5: Innovation at Bayer MaterialScience for processes, applications, future success
Innovation at Bayer MaterialScience for processes, applications, future success R&D investments including Intelligent New processes compounds developments with customers: EUR 330 million (2005) HealthCare 20 % of sales achieved with products that are less than five years old. Around 700 patent
Slide 6: Key areas of innovation
Bayer MaterialScience R&D budget 2006: Key areas of innovation R&D budget including development Developments R&D: with customers is around 3 % of with Process industry-average sales. customers development R&D budget differentiated according to requirements of the business units. Project evalua
Slide 7: Polymers: Functional today, intelligent tomorrow?
Polymers: Functional today, intelligent tomorrow? Infotainment Dr. Hartmut Löwer Thilo-J. Werners Interaction Norbert Kinzel Mobility Hans-Peter Neuwald 7
Slide 8: A complementary approach to success
Bayer MaterialScience innovation strategy: A complementary approach to success Business units basic strategy Transformational growth (within the boundaries Knowledge (outside the current of the current core business) transfer core business) Developments with customers Develop future areas of and
Slide 9: Transformational growth: The future at a glance
Transformational growth: The future at a glance Society demand Technology push Market pull External Own skills underlying conditions Knowledge Regulations, Technology about future standards customer Marketing requirements Market & sales conditions Define key strategic innovation areas and develop th
Slide 10: Technology-driven key strategic innovation areas
Technology-driven key strategic innovation areas Enabling technologies Catalysis Nanotechnology Highly load-resistant New types of heterogeneous catalysis nano-hybrid material Source: Montreal Sports Oy, Finland Expansion of the technology portfolio adds value. 10
Slide 11: Baytubes®
On the way to market launch: Baytubes® Cost-efficient production of high- purity carbon nanotubes (CNT) – End of 2006: approx. 30 t/a – 2010: over 3,000 t/a (planned) Reproducible product quality Product and application development based on carbon nanotubes: Multi-walled carbon nanotube (MWCNT
Slide 12: Market-driven key strategic innovation areas
Market-driven key strategic innovation areas Intelligent films and surfaces Functional surfaces Optical Electronic and/or films films films Reverse side decoration Holo disk Rinspeed Senso ambient lighting Market potential in 2015 in the billion Euro range 12
Slide 13: Sustainable corporate development
Strategic goal of Bayer MaterialScience: Sustainable corporate development Profitable growth Invest in fast growing regions Exploit external growth opportunities Further strengthen customer focus Efficiency Achieve competitive world-scale structures Continuously improve internal processes
Slide 14: Linking material to science
VisionWorks: Linking material to science Visions Science that work Materials Material for visions 14