Huber + Suhner AG · SIX:HUBN
Huber + Suhner — Investor Presentation (2018)
28 slides from Huber + Suhner's investor presentation, Aug 7, 2018
Slide 1: Excellence in Connectivity Solutions
Excellence in Connectivity Solutions
Slide 2: Company history
Who is HUBER+SUHNER? Company history Roots Last acquisitions Founding of SUHNER Astrolab & Co. AG in Herisau Warren, USA 2012 1864 Cube Optics Mainz, Germany 2014 Founding of the Aktiengesellschaft 1882 R+E. HUBER in Pfäffikon Polatis Cambridge, UK 2016 and Bedford, USA Merger into HUBER+SUHNER AG I
Slide 3: Key figures 2017
Who is HUBER+SUHNER? Key figures 2017 Key facts at a glance Net sales [CHF million] 774.0 EBIT [CHF million] 58.1 • in percent of net sales 7.5 Shareholders’ equity (%) 78.9 Employees worldwide 4’200 • Employees Switzerland 1’237 Excellence in Connectivity Solutions 2018 | Company presentation 3
Slide 4: Organisation
Who is HUBER+SUHNER? Organisation HUBER+SUHNER AG Board of Directors HUBER+SUHNER Group CEO Urs Ryffel Personal Assistant Human Resources Corinne Giannini CHRO Patricia Stolz Finance / Legal Business Development CFO Ivo Wechsler Res Schneider Corp. Operations / IT / Q Corporate Communications COIO U
Slide 5: Stable core shareholder base
Who is HUBER+SUHNER? Stable core shareholder base Approx. 4,500 shareholders Significant shareholders*: • Metrohm AG 10.6% 15% 17% • Abegg Holding 10.0% 39% • S. Hoffmann-Suhner 6.2% • EGS Beteiligungen AG 5.7% 22% • Huwa Finanz- und 3.2% Beteiligungs AG • Norges Bank 3.1% 22% Significant shareholde
Slide 6: 3x3-Strategy
Who is HUBER+SUHNER? 3x3-Strategy Balanced diversification Technologies Radio Frequency Fiber Optics Low Frequency Markets Communication Transportation Transport Industrie Industrial Excellence in Connectivity Solutions 2018 | Company presentation 6
Slide 7: Our products
Who is HUBER+SUHNER? Our products Components and systems to transmit data and energy Unique technology combination Technologies Radio Frequency Fiber Optics Low Frequency Connectors and Cables Assemblies Systems components Products Excellence in Connectivity Solutions 2018 | Company presentation 7
Slide 8: Our markets
Who is HUBER+SUHNER? Our markets Attractive growth potential Technologies Communication Transportation Industrial • Mobile communication • Railways • Test+Measurement • Fixed network • Cars and utility vehicles • Aerospace+Defense Products • Communication equipment • Energy manufacturers • Further h
Slide 9: Our growth drivers
Who is HUBER+SUHNER? Our growth drivers Appetite for bandwidth Connected Mobility Broadband communication Growing demand for mobility Electric mobility Constant change of technology High-tech niches Excellence in Connectivity Solutions 2018 | Company presentation 9
Slide 10: Our growth drivers
Who is HUBER+SUHNER? Our growth drivers Appetite for bandwidth • Everything mobile – everything «smart» • «Internet of things» Connected Mobility • Smartphones, app culture, mobile internet • Big data, cloud services Broadband communication • New standards for mobile communication: LTE/5G Growing de
Slide 11: Net sales split 2017
Who is HUBER+SUHNER? Net sales split 2017 (Net sales CHF 774.0 million) By region By technology By market segment 7% 24% 19% 29% 30% 38% 48% 28% 36% 41% EMEA Asia-Pacific Radio Frequency Communication Americas Fiber Optics Transportation Switzerland Low Frequency Industrial Excellence in Connectivit
Slide 12: Our solutions for the Communication market
Who is HUBER+SUHNER? Our solutions for the Communication market In-building communication – RF, FO Data centers – FO • Fiber in the Home • Wireless in-building coverage Mobile communication – RF, FO Fixed network – FO • Base station • Central office • Macro cells • Fiber to the Home Excellence in Co
Slide 13: Our solutions for the Transportation market
Who is HUBER+SUHNER? Our solutions for the Transportation market Railway stations Rolling stock Communication-based train control/ – RF, FO, LF – RF, FO, LF train to ground communication – RF, FO, LF Wireless communication for buses Conventional, electric and and trucks – RF hybrid vehicles – LF Exc
Slide 14: Our solutions for the Industrial market
Who is HUBER+SUHNER? Our solutions for the Industrial market Test+Measurement – RF Aerospace+Defense – RF, FO, LF Energy – RF, FO, LF Further niches – RF, FO, LF • Medical • Offshore • Industrial automation Excellence in Connectivity Solutions 2018 | Company presentation 14
Slide 15: Global network: Worldwide close to our customers
Who is HUBER+SUHNER? Global network: Worldwide close to our customers with sales, engineering and production Countries with HUBER+SUHNER representation Sales locations Production plants Excellence in Connectivity Solutions 2018 | Company presentation 15
Slide 16: 7 sales regions: Local expertise for individual customer solutions
Who is HUBER+SUHNER? 7 sales regions Local expertise for individual customer solutions Worldwide close to our customers • Close customer relations • Close to the markets, regional solutions • Local know-how (engineering, consulting) • Flexible and fast customer service on-site Excellence in Connecti
Slide 17: HUBER+SUHNER An attractive employer
Who is HUBER+SUHNER? HUBER+SUHNER An attractive employer Attractive working conditions • Equal pay and opportunities • Modern collective labour agreement Swissmem Positive environment • Clear leadership values: • Entrepreneurial thinking and acting • Respectful cooperation • Progress through enthusi
Slide 18: HUBER+SUHNER Excellence in Connectivity Solutions
Who is HUBER+SUHNER? HUBER+SUHNER Excellence in Connectivity Solutions End user • Global presence in growing markets • Unique combination of three Communication Transportation Industrial key technologies • Components and systems Customers • Strong relationships with leading customers • Global manufa
Slide 19: Our way of doing business
Our way of doing business 2018 | Company presentation
Slide 20: Technology segments
Our way of doing business Electrical and optical connectivity technology The three dimensions of our business APAC Americas EMEA Communi- Transpor- cation tation Industrial RF Technology segments Radio Frequency Fiber Optics FO Low Frequency LF Markets Excellence in Connectivity Solutions 2018 | Com
Slide 21: Our ambition
Our way of doing business Our ambition Excellence in Connectivity Solutions Leader in technology and Operational Strong position innovation excellence in target markets People with passion for common goals and a strong financial base Excellence in Connectivity Solutions 2018 | Company presentation 2
Slide 22: Our foundation: Employees with passion and a strong financial basis
Our way of doing business Our foundation: Employees with passion for common goals and a strong financial basis Long-term oriented stakeholder approach Employees with passion for common goals • Entrepreneurial thinking and acting • Open, honest and timely communication • Clear, challenging and meanin
Slide 23: First pillar: Strong position in target markets
Our way of doing business First pillar Strong position in target markets Reliable products and services • High-quality, broad product range • Consistently high quality • Fast and reliable global service Strong market position • High market share in target markets • Established brands • Focus on grow
Slide 24: Second pillar: Leader in technology and innovation
Our way of doing business Second pillar Leader in technology and innovation Three types of product innovation: Product care New products New technologies / – Improve functionality – New generation of new business fields products – Development of new – Reduce costs technologies – New applications – R
Slide 25: Third pillar: Operational excellence
Our way of doing business Third pillar Operational excellence Global production network • Technology centers and local assembly plants: high manufacturing expertise and customer proximity • Global sourcing network to ensure best production supplies Differentiated and customer oriented supply chain •
Slide 26: Excellence in Connectivity Solutions
Excellence in Connectivity Solutions
Slide 27: Video clips on YouTube
Video clips on YouTube 2018 | Company presentation
Slide 28: HUBER+SUHNER video clips
HUBER+SUHNER video clips HUBER+SUHNER video clips All HUBER+SUHNER videos are available on our youtube channel under: https://www.youtube.com/user/HUBERSUHNERGroup A selection: • HUBER+SUHNER corporate movie • Time to connect the next generation (Connected Mobility) • HUBER+SUHNER Mixed Art (Compoun