Schaeffler Ag · XETR:SHA0
Schaeffler — Investor Day (September 2018)
16 slides from Schaeffler's investor day presentation, Sep 20, 2018
Slide 1: 3.2 Deep-dive – Unlocking Value
3.2 Deep-dive – Unlocking Value Dr. Robert Felger President Product & Research and Development Automotive Aftermarket September 20, 2018 Capital Markets Day 2018 Berlin
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements. The words "anticipate", "assume", "believe", "estimate", "expect", "intend", "may", "plan", "project“, "should" and similar expressions are used to identify forward-looking statements. Forward-looking statements are statements that ar
Slide 3: Dr. Robert Felger – Unlocking the value on the shop floor
Deep-dive - Unlocking Value Dr. Robert Felger – Unlocking the value on the shop floor Dr. Robert Felger President Product & Research and Development Automotive Aftermarket 1989 Mechanical Engineering degree Dipl., University of Stuttgart 1989 – 1994 LUK: Design Engineer, Bühl / Wooster, OH 199
Slide 4: Everything we do is geared at unlocking the value at the workshop level
Deep-dive - Unlocking Value Everything we do is geared at unlocking the value at the workshop level 7 Levels – aftermarket value chain Lead Times Value to be captured Production 3 months Parts Labor Tax Highest share of value to be captured is at Repair Solutions 7 days workshop level. Billable hour
Slide 5: 2CT Double Clutch Repair – Live Demonstration
Deep-dive - Unlocking Value 2CT Double Clutch Repair – Live Demonstration Over the next slides, we will illustrate to you our operational excellence, using the example of a double clutch transmission repair. 5 20.09.2018 Schaeffler Capital Markets Day 2018
Slide 6: The starting point: gearbox malfunction
Deep-dive - Unlocking Value The starting point Starting Point: Vehicle trouble when you need it the least. The initial error message occurs as displayed below. ! Gearbox mal- function: you can continue driving 6 20.09.2018 Schaeffler Capital Markets Day 2018
Slide 7: The diagnostics tool is pointing out a worn clutch
Deep-dive - Unlocking Value The diagnostics tool is pointing out a worn clutch Diagnosis: First step at the workshop is the error identification, using diagnosis tools. After this step, a workshop decides whether to accept or reject the job. 7 20.09.2018 Schaeffler Capital Markets Day 2018
Slide 8: Complexity due to technical variety
Complexity due to technical variety: Deep-dive - Unlocking Value The reality of an independent workshops is, that a Technical products – Each time is the first time clutch repair of any given car type is extremely rare. But with Schaeffler`s Product & Service offer, workshops can be sure to have a r
Slide 9: REPXPERT powers online research for parts, tools and instructions
Deep-dive - Unlocking Value REPXPERT powers online research for parts, tools and instructions Repair Instructions Repair Videos Product Catalogues Hotline Trainings Local Language 100,000+ Users Schaeffler REPXPERT - Technical Support: With our Service Brand REPXPERT workshops have access to full su
Slide 10: Physical Work: some 100 kg to be lifted
Deep-dive - Unlocking Value While the ordered parts are being shipped, work on the vehicle begins Physical Work: some 100 kg to be lifted – at the same time precision required 10 20.09.2018 Schaeffler Capital Markets Day 2018
Slide 11: All-in-one solutions facilitate workshop processes
Deep-dive - Unlocking Value All-in-one solutions facilitate workshop processes All You need in a single Box – One Stop Product Solutions: We create value by offering all replacement parts necessary Shopping for a professional & safe repair in a single box. This helps workshops to save time and avoid
Slide 12: Special tools save time and make repairs simple and robust
Deep-dive - Unlocking Value Special tools save time and make repairs simple and robust Special Tooling reduces time & potential for errors Tools: In addition, we support the workshop, simplifying the repair process with our special tools and step by step repair instructions. 12 20.09.2018 Schaeffler
Slide 13: The ultimate goal: repeat business with happy customers
Deep-dive - Unlocking Value The ultimate goal: repeat business with happy customers Our Goal: We want the customers of the workshops to be happy and come back because they have confidence and trust. 13 20.09.2018 Schaeffler Capital Markets Day 2018
Slide 14: Unique workshop orientation is our tangible USP
Deep-dive - Unlocking Value Aftermarket Division Deep Dive – Key messages Workshops add the most absolute value in the aftermarket value chain, with 1 empowered mechanics, by eliminating waste and by pushing quality. Unique workshop We provide solutions with everything needed in a single box along w
Slide 15: Automotive Aftermarket
Automotive Aftermarket Michael Söding CEO Automotive Aftermarket September 20, 2018 Capital Markets Day 2018 Berlin
Slide 16: Highly profitable growth by managing complexity
Summary and Outlook Division Aftermarket – Key messages We have laid the foundation to thrive in a world of digitalization and growing 1 logistical complexity. Highly profitable Our growth is driven by global expansion, cross-selling, and increasing 2 coverage of our product portfolio. growth by m