Alfa Laval AB · OMXSTO:ALFA

Alfa Laval AB — Merger or Acquisition (May 2021)

10 slides from Alfa Laval AB's merger presentation, May 10, 2021

  1. Slide 1: Alfa Laval to acquire the digital service company StormGeo

    Alfa Laval to acquire the digital service company StormGeo Lund, May 10, 2021 − Closing planned for Q2, 2021 10/05/2021 | © Alfa Laval 1 | www.alfalaval.com

  2. Slide 2: Film

    Film 10/05/2021 | © Alfa Laval 2 | www.alfalaval.com

  3. Slide 3: Acquisition rationale

    Acquisition rationale • StormGeo’s services will be an important part of the decarbonisation toolbox to support Alfa Laval’s customers • StormGeo provides capabilities to accelerate Alfa Laval’s ambition to build a strong digital platform with big data capabilities and further extend the digital ser

  4. Slide 4: Value proposition

    Value proposition • Performance and efficiency Fleet route optimization to lower fuel consumption and increased uptime • Safety Real time data to support safety people, assets and operations • Compliance Solutions to stay updated on the latest environmental regulations and charter terms 10/05/2021 |

  5. Slide 5: StormGeo service offering facts

    StormGeo service offering facts − Leading provider of digital shipping and weather solutions for weather sensitive operations • Founded in 1997, based in Bergen, Norway 75,000 • Competence in meteorology, connected assets oceanography and data science and locations • 515 employees (250 operational s

  6. Slide 6: Transaction details

    Transaction details • Purchase price of MNOK 3,630 (app. MSEK 3,700) on debt and cash free basis • Purchase is fully financed through Alfa Laval’s own funds • Closing is expected during Q2 2021, subject to customary conditions. 10/05/2021 | © Alfa Laval 6 | www.alfalaval.com

  7. Slide 7: Financial impact on Alfa Laval

    Financial impact on Alfa Laval • StormGeo sales of MNOK 714 (MSEK 699), EBITDA margin of 22.5% (2020) • Deal will be neutral to Alfa Laval’s t EBITA margin and EPS • Net debt to LTM EBITDA of 0.93x at closing* • Debt ratio of 0.22x at closing* *) Pro-forma Q1 2021 10/05/2021 | © Alfa Laval 7 | www.a

  8. Slide 8: Attractive financial profile

    Attractive financial profile • Established and highly profitable software company • Large addressable market with high growth rate expected for many years • Scalable software technology platform • Large share of predictable and recurring revenue stream • Increases Alfa Laval’s and the Marine divisio

  9. Slide 9: Q & A

    Q&A 10/05/2021 | © Alfa Laval 9 | www.alfalaval.com

  10. Slide 10: www.alfalaval.com

    www.alfalaval.com

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