Nkt A/s · OMXCOP:NKT
Nkt A/s — Investor Day (September 2015)
14 slides from Nkt A/s's investor day presentation, Sep 23, 2015
Slide 1: NKT Capital Markets Day 2015
NKT I Capital Markets Day 2015 23 September 2015 I 90
Slide 2: Introduction
NKT I Capital Markets Day 2015 23 September 2015 I 91 Introduction Basil Garabet President & Chief Executive Officer
Slide 3: What we truly believe in...
NKT I Capital Markets Day 2015 23 September 2015 I 92 What we truly believe in... “ Through optical fiber- and laser technology, we deliver state-of-the-art commercial solutions in collaboration with our partners for the benefit of mankind”
Slide 4: Photonics Group has a worldwide reach
NKT I Capital Markets Day 2015 23 September 2015 I 93 Photonics Group has a worldwide reach Americas EMEA APAC 22% 58% 20% Headquarters Sales office Distributor % Revenue split Note: Split of Photonics Group revenue, FY2014
Slide 5: Megatrends support growth in key markets
NKT I Capital Markets Day 2015 23 September 2015 I 94 Megatrends support growth in key markets Growing population Aging population Increased technology and complexity Resource scarcity and Increased health care costs Smaller structures environmental pressure • Transport infrastructure for • Need for
Slide 6: Photonics Group's main markets are currently Imaging and Sensing
NKT I Capital Markets Day 2015 23 September 2015 I 95 Photonics Group's main markets are currently Imaging and Sensing Imaging & Metology Sensing & Energy Material Processing Photonics Group's revenue split ~50% ~40% ~10% Note: FY2014 revenue
Slide 7: Growth mainly expected in Imaging and Material Processing areas
NKT I Capital Markets Day 2015 23 September 2015 I 96 Growth mainly expected in Imaging and Material Processing areas Imaging & Metrology Sensing & Energy Material Processing Focus growth area Established area New growth area SuperK Lios LHD aeroPULSE White light laser Linear Heat Detection Ultrafas
Slide 8: Imaging has high growth rates within Bio-imaging and Medical sub-segments
NKT I Capital Markets Day 2015 23 September 2015 I 97 Focus growth area Imaging has high growth rates within Bio-imaging and Medical sub-segments Bio-imaging Medical instrumentation Industrial metology Microscopy, cancer diagnostics OCT, endoscopy, ophthalmology Semiconductor, sorting Market size DK
Slide 9: Sensing & Energy consists of smaller sub-segments with modest growth
NKT I Capital Markets Day 2015 23 September 2015 I 98 Established area Sensing & Energy consists of smaller sub-segments with modest growth Energy Security Structural monitoring Power cables, wind farms, solar Pipeline, perimeter Tunnels, metro lines Total addressable Market market size DKK ~250 M€
Slide 10: Material Processing growing within Industrial and Medical sub-segments
NKT I Capital Markets Day 2015 23 September 2015 I 99 New growth area Material Processing growing within Industrial and Medical sub-segments Industrial Medical Marking Mobile, electronics, display LASIK, cataract Glass, metal, plastic Market size DKK ~2,000m Market size DKK Total addressable ~750m m
Slide 11: Photonics Group has strong competitive advantages
NKT I Capital Markets Day 2015 23 September 2015I 100 Photonics Group has strong competitive advantages High barriers Scale Quality Sustainability • Strong defendable IP • R&D and production in • ISO 9001 and 14001 • Long-term relationship Denmark and Germany certified with major industrial and • Ve
Slide 12: Commercialisation strategy launched in 2015
NKT I Capital Markets Day 2015 23 September 2015I 101 Commercialisation strategy launched in 2015 Move up in Partnerships and Refocused organic LEAN Fast introduction value chain joint ventures and acquisitive manufacturing of new products growth
Slide 13: Financial aspirations 2015-2018
NKT I Capital Markets Day 2015 23 September 2015I 102 Financial aspirations 2015-2018 Growth EBIT % RoCE % >10% annual organic growth ~15% in 2018 ~6%-points per year realising + Acquisitive growth ~20% in 2018 ~ 20% ~ 13% ~7% 2016 2017 2018
Slide 14: Key messages: Reaching commercial scale
NKT I Capital Markets Day 2015 23 September 2015I 103 Key messages Reaching commercial scale • Global company with strong growth areas in Imaging and Material Processing • Megatrends support Photonics Group's growth ambitions • Strong competitive advantages based on superior technologies and IP plat