Andritz Ag · VIE:ANDR

Andritz — Investor Day (2010)

16 slides from Andritz's investor day presentation, 2010

  1. Slide 1: ANDRITZ Feed & Biofuel – Capital Market Day 2010, Austria

    ANDRITZ FEED & BIOFUEL Capital Market Day 2010, Austria

  2. Slide 2: Contents

    Contents  Business profile and historic development of the business area  Growth strategy  Market ▲ World’s largest pelleting plant for straw for Drax Energy’s power station, UK 2 ANDRITZ FEED & BIOFUEL – Friedrich Papst – Capital Market Day 2010, Austria

  3. Slide 3: Business profile

    Business profile Complete systems including overall plant design, automation, erection, and start-up, as well as service including upgrades, spare and wear parts for . . . Conventional feed:  Animal feed Specialized feed:  Aquatic feed  Petfood Biomass:  Wood pelleting  Agri pelleting  Waste p

  4. Slide 4: Long-term order intake development

    Long-term order intake development CAGR 2000-2009: +7% Order intake 2000-H1 2010 (MEUR) Order intake 2009 by region (%) 155 144 131 127 113 105 102 101 92 82 71 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 H1 2010 4 ANDRITZ FEED & BIOFUEL – Friedrich Papst – Capital Market Day 2010, Austria

  5. Slide 5: Long-term sales and earnings development

    Long-term sales and earnings development CAGR Sales 2000-2009: 7% 9.7 200 10.0 8.8 9.0 8.0 7.7 145 8.0 150 138 6.6 7.0 121 120 107 108 6.0 99 100 100 94 5.0 3.9 68 4.8 70 4.0 2.2 3.0 50 3.5 2.0 0.8 1.0 0.8 0 0.0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 H1 2010 Sales (MEUR) EBITA margin (%)

  6. Slide 6: Development in face of the crisis

    Development in face of the crisis Solid development in biomass, feed negatively impacted 52 44 45 43 37 37 35 32 23 21 Q1 2008 Q2 2008 Q3 2008 Q4 2008 Q1 2009 Q2 2009 Q3 2009 Q4 2009 Q1 2010 Q2 2010 Order intake (MEUR) 6 ANDRITZ FEED & BIOFUEL – Friedrich Papst – Capital Market Day 2010, Austria

  7. Slide 7: Major strategic achievements during last three years

    Major strategic achievements during last three years  Further strengthening of market leadership position in biofuel pelleting with world market share of more than 60%.  Development of a unique full turnkey biomass pelleting concept based on proprietary technologies: > from full roundwood logs to

  8. Slide 8: Important references: RWE Innogy

    Important references RWE Innogy: North America’s largest wood pelleting plant Customer: RWE Innogy, the renewable energies subsidiary of the RWE Group. Project: Greenfield wood pelleting plant in Waycross, Georgia, USA, with a capacity of 750,000 t/a. Scope of supply: Woodyard with debarking and chi

  9. Slide 9: Important references: Vyborgskaya, Russia

    Important references Vyborgskaya, Russia: world’s largest wood pelleting plant Customer: Vyborgskaya Cellulose (pulp and paper producer). Project: Greenfield wood pelleting plant in Vyborg, Russia, with a capacity of 900,000 t/a. Scope of supply: Debarking and chipping lines, chip handling system wi

  10. Slide 10: Major orders 2009/2010

    Major orders 2009/2010  Biowood, Norway: Wood pelleting plant (largest in Europe).  Lifland, Iceland: Processing line for animal feed. ▲ Processing line for animal feed for Lifland, Iceland 10 ANDRITZ FEED & BIOFUEL – Friedrich Papst – Capital Market Day 2010, Austria

  11. Slide 11: Research & development

    Research & development New and more efficient biofuels, more capacity  Bigger plants: > Major upscaling of equipment as we go from 100,000 to 1,000,000 t/a capacity plants. > Increasing capacity of extruders for the pet food and aquatic feed segments.  New biofuels: Straw, energy crops, and other

  12. Slide 12: Contents

    Contents  Business profile and historic development of the business area  Growth strategy  Market ▲ Conditioner for animal feed production plant 12 ANDRITZ FEED & BIOFUEL – Friedrich Papst – Capital Market Day 2010, Austria

  13. Slide 13: Growth strategy

    Growth strategy Feed  Enhance price competitiveness as well as project supply chain by further increasing low cost engineering and manufacturing.  Increase turn-key competence for feed mill plants, especially for high-end markets.  Increase market presence in Asia, incl. China, and in South Ameri

  14. Slide 14: Contents

    Contents  Business profile and historic development of the business area  Growth strategy  Market ▲ Extruder for cereal feed production 14 ANDRITZ FEED & BIOFUEL – Friedrich Papst – Capital Market Day 2010, Austria

  15. Slide 15: Expectations for next 12 months and main market drivers

    Expectations for next 12 months and main market drivers Good development for wood/biomass equipment expected Expectations for next twelve months  Project activity in the animal feed sector expected to improve further, mainly in South America, Eastern Europe and Asia.  Increasing demand for biomass

  16. Slide 16: Disclaimer

    Disclaimer Certain statements contained in this presentation constitute ‛forward-looking statements.’ These statements, which contain the words ‛believe’, ‛intend’, ‛expect’ and words of similar meaning, reflect management’s beliefs and expectations and are subject to risks and uncertainties that ma

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