Renishaw Plc · LSE:RSW
Renishaw — Investor Day (2022)
23 slides from Renishaw's investor day presentation, 2022
Slide 1: Investor day 2022 Welcome
Investor day 2022 Welcome apply innovation’
Slide 2: Financial summary
Financial summary • Revenue growth of 21% to £492.4m Key metrics • Record level of demand as key market sectors continue to recover 2022 Q3 2021 Q3 Change £m £m % and semiconductor and electronics remain strong Revenue 492.4 407.4 21% • Strong growth in all regions, continuing the trend seen in H1 A
Slide 3: Outlook
Outlook • Our markets are currently performing strongly, we expect Full year range demand from the semiconductor and electronics sectors 2022 Q3 2022 FY 2022 YoY to remain strong. YTD Q4 £m growth £m £m • We expect full year revenue to be in the range of £655m Lower 163 655 16% Revenue 492 to £675m.
Slide 4: Transforming Tomorrow Together
Transforming Tomorrow Together We make it possible to create the products, materials and therapies that will define our world in the decades to come and touch billions of lives Manufacturing technologies Analytical instruments and medical devices Slide 4
Slide 5: Analytical instruments and Medical devices Overview
Analytical instruments and Medical devices Overview Product/Commercial strategies Spectroscopy • Expanding into new markets beyond the laboratory with portable products for remote sample analysis, including production environments for process monitoring (e.g. Virsa™ fibre-fed spectrometer) • Easy to
Slide 6: Transforming Tomorrow Together
Transforming Tomorrow Together We make it possible to create the products, materials and therapies that will define our world in the decades to come and touch billions of lives Manufacturing technologies Analytical instruments and medical devices Slide 6
Slide 7: Manufacturing Technologies end market overview
Manufacturing Technologies Transforming Tomorrow Together Agriculture & construction Others Healthcare 2% 5% 3% Research Precision 3% manufacturing Power generation & 29% resource extraction 5% Aerospace 12% Automotive 14% Electronics 27% End market overview 1 Workshop: Markets overview Notes 1. End
Slide 8: What will tomorrow look like?
Manufacturing Technologies Transforming Tomorrow Together What will tomorrow look like? Sustainable High-performance Intelligent Renewable energy, Complex and efficient Electronics, sensors, recycling and reuse, products, delivering ‘big data’ and artificial ‘net zero’ transport more with less intel
Slide 9: Position Measurement Overview
Manufacturing Technologies – Position Measurement Overview Aerospace & Automotive Healthcare Agriculture & defence 3% 1% construction 3% 0% Power generation & resource extraction 6% Others 6% Research 6% Precision Electronics manufacturing 50% 25% End market overview1 Notes 1. End market overview is
Slide 10: Position Measurement Application
Manufacturing Technologies – Position Measurement Semiconductor and electronics manufacturing Photolithography Wafer inspection PCB router Flat panel inspection Application segment Front-end Back-end PCB manufacture Flat panel semiconductor semiconductor & test displays Laser repair of flat panel di
Slide 11: Position Measurement: How we win
Manufacturing Technologies – Position Measurement How we win A strong family of encoders Product Innovation Manufacturing capability Development is through targeted research into new technology and adjacent markets Key account capture • Targeted relationship building over many years through Global s
Slide 12: Industrial Metrology Overview
Manufacturing Technologies – Industrial Metrology Overview Agriculture & Healthcare Research Others construction 2% 1% 4% 4% Power generation & resource extraction Precision 4% manufacturing 33% Electronics 14% Aerospace & defence 17% Automotive 21% End market overview 1 Notes 1. End market overview
Slide 13: Industrial Metrology Overview
Manufacturing Technologies – Industrial Metrology Overview Tight specifications and cost Shop-floor Robot motion Automated gauging Multi-sensor part pressures facing programming control with intelligent verification, fixtures manufacturers process control for inspection on In-cycle CMMs and gauges p
Slide 14: Industrial Metrology Global customer support
Manufacturing Technologies – Industrial Metrology Global customer support Sales by channel (FY22) Global customer support includes all routes to market Distribution 19% Machine tool builders – global technical support Machine builders OEM End user – machine tool retrofit 55% 55% End user capability
Slide 15: Industrial Metrology Product innovation
Manufacturing Technologies – Industrial Metrology Product innovation Continued investment in product innovation Precision Accurate, intricate production processes, delivering higher product performance and sustainability Productivity Higher process yields, faster cycle times and more automation Prac
Slide 16: Process control and metrology data
Manufacturing Technologies – Industrial Metrology Process control and metrology data Shop-floor Robot motion New manufacturing connectivity Automated gauging Multi-sensor part programming control with intelligent verification, fixtures platform – Renishaw CENTRAL process control for inspection on In
Slide 17: Additive manufacturing Overview
Manufacturing Technologies – Additive manufacturing Overview Others Automotive 5% 6% Precision manufacturing 29% Research 9% Electronics 11% Aerospace & Healthcare defence 13% 27% End market overview 1 Notes 1. End market overview is an unaudited management estimate Slide 17
Slide 18: Additive Manufacturing: AM parts
Manufacturing Technologies – Additive Manufacturing AM parts • Attractive opportunities for AM in multiple sectors including healthcare • AM is highly suited to patient-specific dental prosthodontics and implants, and orthopaedic implants • Our multi-laser systems give our customers productivity and
Slide 19: Additive Manufacturing: AM manufacturing
Manufacturing Technologies – Additive Manufacturing AM manufacturing Robot motion Multi-sensor part Automated gauging control verification, fixtures with intelligent process control for inspection on CMMs and gauges Software for build preparation and monitoring 500Q AM platform Optimisation of the b
Slide 20: Additive Manufacturing: Investing for the future
Manufacturing Technologies – Additive Manufacturing Investing for the future Product innovation Productivity, Precision, Practicality Design for AM optimised parts Educating on the design philosophy Workshop: AM strategy Slide 20
Slide 21: Close adjacent markets
Manufacturing Technologies Close adjacent markets Attractive opportunities for diversification in machine tool market R&D programmes targeted at areas in or close to existing Manufacturing technology markets where we can bring innovation Encoders for machine tools SpinCo™ magnetic rotary encoder FOR
Slide 22: Manufacturing – delivering high-quality products on demand
Our recipe for success Manufacturing – delivering high-quality products on demand Responding to demand Productivity Investment Miskin manufacturing expansion plans • We manufacture most products in-house – control of quality, • Global factory network with robust supply chains which proved delivery,
Slide 23: Sustainability
Sustainability Transforming Tomorrow Together Empowering our customers to innovate sustainably Across all sectors our products help to: • Reduce energy consumption • Less energy required to produce the same level of machined components • Minimise waste • Reduce unproductive machine time • Eliminate