Johnson Controls International Plc · NYSE:JCI
Johnson Controls International — Investor Presentation (July 2014)
20 slides from Johnson Controls International's investor presentation, July 2014
Slide 1: Johnson Controls July 2014
Johnson Y) Controls July 2014 Johnson Y) ( Controls
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS Johnson Controls, Inc. has made statements in this document that are forward-looking and, therefore, are subject to risks and uncertainties. All statements in this document other than statements of historical fact are statements that are, or could be, deemed "forward-looki
Slide 3: Portfolio of strong global businesses
Portfolio of strong global businesses… Building Efficiency $10.3bn Global Workplace $4.3bn Solutions Automotive Seating $16.3bn $42.7bn FY2013 Automotive Electronics $5.4bn and Interiors Power Solutions $6.4bn
Slide 4: Becoming a leading multi-industry company
Becoming a leading multi-industry company Rebalancing the portfolio Our Goals Our Tools to Execute Become a leading Willingness to make strategic multi-industry company “additions” (M&A, organic investment) and “subtractions” Shape and continuously (divestitures) manage a portfolio of high R
Slide 5: Portfolio of strong global businesses: changes underway
Portfolio of strong global businesses… Changes underway Hitachi JV - $2-$2.5b Building Efficiency $10.3b + ADT - $1b Global Workplace $4.3b Solutions Automotive Seating $16.3b $42.7b Automotive Electronics Electronics - Sold FY2013 - $5.4b and Interiors Interiors - JV Power Solutions $6.4b
Slide 6: Building Efficiency
Building Efficiency Strategic advantages 2013 Sales Johnson Controls makes buildings in 125 countries more $14.6B comfortable, productive and safe Key offerings: Broad range of services, HVAC equipment, New building controls and technologies Construction Service Our offerings are necessary to pr
Slide 7: Executing on our Multi-Industry strategy: Hitachi HVAC joint venture
Executing on our Multi-Industry strategy Johnson Controls / Hitachi HVAC joint venture (Memorandum of Understanding) Combining the best of both companies Complementary commercial and residential HVAC technologies (including fast-growing Variable Refrigerant Flow – VRF) – More solutions for our cus
Slide 8: Johnson Controls / Hitachi HVAC joint venture
Johnson Controls / Hitachi HVAC joint venture Hitachi Johnson Controls Complementary commercial products VRF & PAC* Rooftop Air Handling Building Management • Top 3 market • Top 3 market share • Top 3 market share System share globally in NA globally • Top 2 market share globally • Top efficiency •
Slide 9: Acquisition of Air Distribution Technologies
Executing on our Multi-Industrial Strategy Acquisition of Air Distribution Technologies One of the strongest and largest independent providers of air distribution and ventilation solutions in North America High margin business with significant growth synergy opportunities ─ Would significantly e
Slide 10: Acquisition of Air Distribution Technologies: Strategic Rationale
Acquisition of Air Distribution Technologies Strategic Rationale Complementary Product Portfolio Expands and complements Building Market Efficiency’s product offering with a strong Segment portfolio of products and brands Applied -- Strong independent channel network – expands JCI third-party ch
Slide 11: Automotive Seating
Automotive Seating 5% Strategic advantages Leading global provider 2013 Sales $16.3B1 Global presence Diversified customer and product portfolio Established market leader in growing Chinese market Components Investing in technology and advanced development Vertical integration of component
Slide 12: Automotive Seating: global leader
Automotive Seating The global leader in automotive seating and seat components Global Market Shares FY2013 (including China) Source: internal estimates
Slide 13: Yanfeng Automotive Trim / Johnson Controls Interiors Joint Venture
Yanfeng (YF) Automotive Trim /Johnson Controls Interiors Joint Venture Transaction details Ownership structure Creates world’s largest automotive interiors supplier ─ 2015 revenues of approximately $7.5 billion o Expected 5-6% pre-tax margins o Expected 6-8% annual growth o 15% estimated global ma
Slide 14: Power Solutions
Power Solutions Strategic advantages 2013 Sales The world’s largest provider of battery power solutions for the $6.4B vehicle original equipment market and aftermarket 36% global market share for SLI batteries Original World-class customer base in the automotive aftermarket Equipment Original
Slide 15: Power Solutions: Strategic choices
Power Solutions Strategic choices INTERNAL COMBUSTION START-STOP MICRO-HYBRID HEV, PHEV, EV Continue to improve Leverage Leverage SLI product Monitor regulatory AGM performance to PowerFrame® as design approach to activity (China and differentiate value and technology standard drive standard
Slide 16: Portfolio: shifting geographic mix
Portfolio: shifting geographic mix China will continue to be increasingly important Johnson Controls China revenues1 $12.5b (est) $7.2b $2.9b 1) includes non-consolidated JVs at 100%
Slide 17: Focused strategies to deliver profitable growth in China
Focused strategies to deliver profitable growth Across all Johnson Controls businesses: China Unique corporate and manufacturing presence Over 26,000 employees – Extensive, deep relationships—JV partners – 106 locations – “Corporate HQ East” Delivering on growth and profit potential – Growing fa
Slide 18: Second half fiscal 2014: Good Momentum
Second half fiscal 2014 Good Momentum Stabilizing, but sluggish, markets Operational improvements continue Continued margin expansion across the businesses Continuing to invest for long-term growth and margin expansion Stronger cash flows
Slide 19: A commitment to profitable, sustainable growth
Johnson Controls A commitment to profitable, sustainable growth Focused on execution and delivering against our objectives Confident in our outlook for 2014, but taking nothing for granted Over the longer term, we have a clear vision for our portfolio and the right tools to achieve that vision
Slide 20: Driving sustainable growth and returns in attractive global markets
Driving sustainable growth and returns in attractive global markets where we can win