Glaston Oyj · OMXHEX:GLA1V
Glaston Oyj — Investor Day (November 2018)
16 slides from Glaston Oyj's investor day presentation, Nov 9, 2018
Slide 1: Glaston Capital Markets Day 2018
Glaston Capital Markets Day 2018 9.11.2018 9.11.2018 GLASTON CMD 2018
Slide 2: Glaston – the most innovative technology company in the glass processing industry
Glaston – the most innovative technology company in the glass processing industry President and CEO Arto Metsänen 9.11.2018 GLASTON CMD 2018
Slide 3: Glaston – the leading glass technology company
Glaston – the leading glass technology company • Glaston is the frontrunner in glass industry technologies and services, responding globally to glass processing needs of the architectural, solar, appliance and automotive industries • Our operations are divided into the glass processing machines and
Slide 4: Customer segments
Customer segments Architecture and Solar energy Automotive glass Home and office construction technology Residential and commercial Solar panels (power production) Cars, trains, buses, tractors, boats Consumer goods, domestic buildings – flat & bent glass, appliances, design elements in tempered & l
Slide 5: High quality with Glaston technology: China Zun
High quality with Glaston technology: China Zun 9/11//2018 9.11.2018 GLASTON CMD 2018 5
Slide 6: High quality with Glaston technology: Salesforce Tower
High quality with Glaston technology: Salesforce Tower 9/11//2018 9.11.2018 GLASTON CMD 2018 6
Slide 7: The use of glass has grown exponentially in the past decades and growth is expected to continue
The use of glass has grown exponentially in the past decades and growth is expected to continue 1960 2100 9.11.2018 GLASTON CMD 2018 7
Slide 8: Megatrends drive demand for glass
Megatrends drive demand for glass Safety Urbanization Energy efficiency and sustainable solutions 9.11.2018 GLASTON CMD 2018 8
Slide 9: Flat glass market expected to grow to USD 86 billion by 2021
Flat glass market expected to grow to USD 86 billion by 2021 Estimated geographical distribution of glass 15 15 market in 2021 10 10 NAME Western Europe 5 4 5 2 APAC 0 0 Middle and South America 0 Western Eastern Eastern Europe NAME Europe Europe Africa and Middle East 50 45 40 Global glass market 3
Slide 10: Glaston's strategic roadmap
Glaston’s strategic roadmap 9.11.2018 GLASTON CMD 2018 10
Slide 11: Strategy roadmap
Strategy roadmap • Core business growth supported by megatrends • Digitalization for differentiation and • Continued focus on efficiency core business and organic growth • Emerging technologies takeoff • Investments in • Consolidation within glass emerging technologies processing technologies • Fina
Slide 12: Key learnings from 2016-2018
Key learnings from 2016-2018 ▪ Point Dominant position in high-end glass tempering market with limited opportunities for further high growth with Market position current portfolio in the segment. New products and target segments important. Technology leadership Technology leadership means continuous
Slide 13: Where we are today – SWOT
Where we are today –SWOT ▪ Point STRENGTHS WEAKNESSES • Leading technology provided by strong Heat Treatment including • One customer segment dominant (architecture) lamination know-how • Higher cost structure than low cost competitors • Core service offering and global footprint (sales, service and
Slide 14: Clear growth potential in 3 business areas
Clear growth potential in 3 business areas ▪ We focus on our core Heat Treatment technologies, target to have fully automated line by the end of the period Emerging ▪ Emerging Technologies play a substantial role in Technologies Digitalization & Automation Automation& digitalization our development
Slide 15: Our financial targets published in 2016 remain unchanged
Our financial targets published in 2016 remain unchanged • Annual growth of net sales exceeding market growth (CAGR) • Comparable operating margin (EBIT) above 8% at the end of the period • Return on capital employed (ROCE) of more than 20% at the end of the period • In addition, Glaston seeks growt
Slide 16: Must Wins
Must Wins GROWTH IN HT TECHNOLOGIES THROUGH AUTOMATION AND LAMINATION SUBSTANTIAL GROWTH IN EMERGING STRONG ROLE IN DEVELOPMENT AND GROWTH TECHNOLOGIES AND SERVICES STEPPING UP LEVEL OF DIGITALIZATION TECHNOLOGY LEADERSHIP, INNOVATION, PARTNERING 9.11.2018 GLASTON CMD 2018 16