Kloeckner & Co SE · XETR:KCO
Kloeckner & — Klöckner & — Investor Day (September 2017)
14 slides from Kloeckner &'s investor day presentation, Sep 29, 2017
Slide 1: kloeckner.v Capital Markets Day
kloeckner.v Capital Markets Day Klöckner & Co SE | Marcus Ketter | CFO Frankfurt/ Main, Germany September 29, 2017
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements which reflect the current views of the management of Klöckner & Co SE with respect to future events. They generally are designated by the words “expect”, “assume”, “presume”, “intend”, “estimate”, “strive for”, “aim for”, “plan”, “will
Slide 3: kloeckner.v invests in B2B business models which add value to the platform
kloeckner.v invests in B2B business models which add value to the 01 platform Proprietary online portals and internal digitalization Part Manager SUPPLIERS Onlineshop CUSTOMERS Contract Portal EDI (ERP-2-ERP) OPEN INDUSTRY P L AT F O R M Commodity and specialized HVA services 3RD PARTIES OTHER DISTR
Slide 4: kloeckner.v board
01 kloeckner.v board CEO of kloeckner.v founded in Berlin in 2015 Managing Managing Director Director Legal Specialist M&A Specialist 4 KCO Capital Markets Day 2017 | kloeckner.v | September 29, 2017
Slide 5: What and why is kloeckner.v?
01 What and why is kloeckner.v? We leverage Klöckner & Co’s cross-industry network to kloeckner.v portfolio provide exceptional growth companies profit through opportunities and eliminate kloeckner.v invests in access to Klöckner & Co‘s key business risks in a best-in-class startup industry knowledg
Slide 6: kloeckner.v fund investments
02 kloeckner.v fund investments Overview of our VC-investments Our aims 3rd investment to come We don’t want to have an own (short term) VC-team, but portfolio diversification Insights in US and DACH deals • VC-Fund, Berlin, Germany • VC-Fund, Palo Alto, USA • Serious talks • Early stage investments
Slide 7: kloeckner.v direct investments
02 kloeckner.v direct investments Overview of our direct investments • Trading platform for tools, located in Berlin, Germany • Technology startup, located in Berlin, Germany • Combination of both, marketplace and e-commerce • Produces 3D printing technologies and additive manufacturing • Exited in
Slide 8: Divestment of stake in retail specialist Contorion
02 Divestment of stake in retail specialist Contorion • Founded in 2014, headquartered in Berlin, Germany • Digital retail specialist for professional tool and industrial supply • Wide portfolio comprising 350,000 products such as tools, welding and chemical products, screws, fittings, garden suppli
Slide 9: BigRep
02 BigRep 9 KCO Capital Markets Day 2017 | kloeckner.v | September 29, 2017
Slide 10: 3D printer specialist BigRep
02 3D printer specialist BigRep • Founded in 2014 BigRep develops and manufactures large-scale, industrial 3D printers • The company uses the extrusion of thermoplastic material as printing technique • BigRep currently offers two printer models, BigRep One and BigRep Studio • Product portfolio to be
Slide 11: Investment rationale BigRep
02 Investment rationale BigRep • Investment allows first hand insight into the market, technology and design • Alongside the financial investment, Klöckner plans to use BigRep’s industrial 3D printers in its extensive European and US site network going forward • Will be utilized for value added serv
Slide 12: Investment rationale BigRep: additive manufacturing opportunity
02 Investment rationale BigRep Additive manufacturing opportunity* Large overlap of targeted industries $40bn 10x market growth Manufacturing $4.1bn Functional Prototyping 2014A 2030E *Primary additive manufacturing market, excludes R&D initiatives. Sources: Company information, EY, press releases.
Slide 13: Investment outlook
03 Investment outlook • In our eyes venture capital is more than a pure asset class • We invest in ideas that will help us to improve our own business model • Chance for us to learn about startups and their methods • Implementing their approaches and services into our value chain • Permanently scree
Slide 14: Slide 14