Wartsila Oyj Abp · OMXHEX:WRT1V
Wartsila Oyj Abp — Wärtsilä — Investor Day (December 2002)
18 slides from Wartsila Oyj Abp's investor day presentation, Dec 3, 2002
Slide 1: Wärtsilä Marine - The Ship Power Supplier
Wärtsilä Marine - The Ship Power Supplier Mikael Mäkinen, Group Vice President, Marine Capital Markets Day, Oberwinterthur, Switzerland 3 December 2002
Slide 2: The Ship Power Supplier
The Ship Power Supplier 02SER085 2
Slide 3: The Ship Power Supplier
The Ship Power Supplier 1-9/2002 Net sales 504 MEUR - MARINE Propulsion Low Speed Medium Speed Total Power and Propulsion Solutions 02SER085 3
Slide 4: Waterjets with diameter > 40 cm
Waterjets with diameter > 40 cm n Market position Number 1 supplier in the world 31% market share in 2001 n Market segments Fast ferry Navy Yachts Federico Garcia Lorca 02SER085 4
Slide 5: Controllable pitch propeller
Controllable pitch propeller n Market position n Number 1 supplier in the world n 38% market share in 2001 n Market segments n General cargo ships n Ropax n Product tankers M/V Pride of Rotterdam 02SER085 5
Slide 6: Face seals
Face seals n Deep Sea Seals is world leader - 37 years of experience n Full product range for any type or size of vessel n High technology - high value solution n 3,500 commercial customers n In house design and manufacture of core components n Environmental & life benefits 02SER085 6
Slide 7: Lip seals
Lip seals n Japan Marine Technologies is a world leader n 37 Years of experience n Strong presence in Asia Pacific and particular Japan n Full product range for any type or size of vessel n Simple design Industry Standard 02SER085 7
Slide 8: The EnviroEngine
The EnviroEngine The EnviroEngine technologies enable effective emissions control without compromising overall operational economy during the life cycle of the installation. Low NOx Combustion Lower NOx emissions Queen Mary 2 Common-rail fuel Smokeless operation injection technology Direct Water Inj
Slide 9: Gas and dual fuel engines
Gas and dual fuel engines Wärtsilä’s gas and dual fuel product portfolio comprises innovative multi-fuel engines from 1.5 - 16 MW for marine vessels and offshore applications. Petrojarl 1 02SER085 9
Slide 10: Sulzer engines
Sulzer engines n Sulzer low-speed RTA- and RT-flex engines from 7 - 80 MW n In Sulzer RT-flex engines common rail systems are applied to fuel injection, exhaust valve actuation and starting air, with full electronic control of these functions. n Joint new engine development project with Mitsubishi 0
Slide 11: Wärtsilä defence market
Wärtsilä defence market Lineshaft Sterntube and Couplings Seals Sterntube Bearings CPP Controls Transverse thruster Waterjets Engines FPP Steerable Podded thruster Propulsor 02SER085 11
Slide 12: Vessel orders
Vessel orders Tankers Bulk Carriers Containers Others 3 months moving average 10 9 8 7 Volume [ million DWT ] 6 5 4 3 2 1 0 12 -9 9 03 -0 0 06 -0 0 09 -0 0 12 -0 0 03 -0 1 06 -0 1 09 -0 1 12 -0 1 03 -0 2 06 -0 2 09 -0 2 Note: Cargo vessels > 5000 dwt Source: Based on data from Clarkson Research Stud
Slide 13: World commercial fleet & order book
World commercial fleet & order book Source; Sjöfartens Analys Institut As per 2/2002, vessels >399 gt 02SER085 13
Slide 14: World fleet changes
World fleet changes Notes: 70000 Thousand dwt Vessels above 400 gt Data current April 2002 60000 50000 Thousand DWT 40000 Contracting Cont.forecast Deliveries 30000 Del.forecast Scrapping Scrap.forecast 20000 10000 0 1992 1994 1996 1998 2000 2002 2004 2006 Source:Sjöfartens Analys Institut, A
Slide 15: Marine market main engine position
Marine market main engine position Medium- and low-speed main engines Orders June 01 - May 02 Medium-speed engines Low-speed engines Wärtsilä Wärtsilä 34% (37%)* 25% (26%)* Total market volume: 2,774 MW* Total market volume: 7,521 MW * (4,902 MW) * (14,677 MW)* Source: Diesel & Gas Turbine Worldwide
Slide 16: Engine room price as percentage of vessel price
The Ship Power Supplier Engine room price as a percentage of vessel new building price Engine Room 60 % 50 % 40 % 30 % 20 % 10 % 0% Tankers Bulkers Containers Cruise Ro-Pax Ro-Ro Tug & Supply Notes: • Tankers: c.100 000 dwt & 15 000 kW = c.MUS$50 • Bulkers: c.75 000 dwt & 10 000 kW c.= MUS$25 • Cont
Slide 17: Percentage of 4-stroke main engine installations with propeller and gearbox
The Ship Power Supplier Percentage of 4-stroke main engine installations with propeller and gearbox 4 - 9/2002 90 % 80 % 70 % 60 % 50 % 40 % 30 % 20 % 10 % 0% Apr May Jun Jly Aug Sep 02SER085 17
Slide 18: Solution Provider
Solution Provider 02SER085 18