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COMPANY PRESENTATION –
DECEMBER 2018
ANDRITZ GROUP
AUGUST 2019
A GLOBAL PARTNER FOR KEY INDUSTRIES THAT SHAPE THE WORLD
INNOVATIVE TECHNOLOGIES
FOR THE PLANET
A WORLD MARKET LEADER
WITH FOUR BUSINESS AREAS
/ COMPANY PRESENTATION, AUGUST 2019 / © ANDRITZ GROUP2
Electromechanical equipment
for hydropower plants
(turbines, generators); pumps;
turbo generators.
PRODUCT OFFERINGS
HYDRO
Equipment for production of
all types of pulp, paper,
tissue, and board; energy
boilers.
PRODUCT OFFERINGS
PULP & PAPER
Presses/press lines for metal
forming (Schuler); systems for
production of stainless steel,
carbon steel, and non-ferrous
metal strip; industrial furnace
plants.
PRODUCT OFFERINGS
METALS
Equipment for solid/liquid
separation for municipalities
and various industries;
equipment for production of
animal feed and biomass
pellets.
PRODUCT OFFERINGS
SEPARATION
39 29 1022
% order intake* % order intake* % order intake* % order intake*
* Share of total Group order intake 2018
LONG-TERM GROWTH BASED ON ACQUISITIONS
AND ORGANIC EXPANSION
/ COMPANY PRESENTATION, AUGUST 2019 / © ANDRITZ GROUP3
Compound Annual Growth Rate (CAGR) of Group sales 2009-2018:
+7% p.a. (thereof approximately half from organic growth)
3 1983 554
4 596
5 177
5 711 5 859
6 3776 039
5 889 6 031
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Sales (MEUR) Order intake (MEUR)
STRENGTHENING OF MARKET POSITION
BY ACQUISITIONS
/ COMPANY PRESENTATION, AUGUST 2019 / © ANDRITZ GROUP4
HYDRO PULP & PAPER METALS SEPARATION
2006 VA TECH HYDRO 2000 Ahlstrom Machinery 2010 Rieter Perfojet 2000 Kohler 2000 UMT
2007 Tigép 2000 Lamb Baling Line 2010 DMT/Biax 2002 SELAS SAS Furnace Div. 2002 3SYS
2008 GE Hydro business 2000 Voith Andritz Tissue 2011 AE&E Austria 2004 Kaiser 2004 Bird Machine
2010 GEHI (JV) 2002 ABB Drying 2011 Iggesund Tools 2005 Lynson 2004 NETZSCH Filtration
2010 Precision Machine 2003 IDEAS Simulation 2011 Tristar Industries 2008 Maerz 2004 Fluid Bed Systems
2010 Hammerfest Strøm 2003 Acutest Oy 2011 Asselin-Thibeau 2012 Bricmont 2005 Lenser Filtration
2010 Ritz 2003 Fiedler 2012 AES 2012 Soutec 2006 CONTEC Decanter
2011 Hemicycle Controls 2004 EMS (JV) 2013 MeWa 2013 Schuler (> 95%)* 2009 Delkor Capital Equipment
2018 HMI 2005 Cybermetrics 2015 Euroslot 2013 FBB Engineering 2009 Frautech
2005 Universal Dynamics Group 2016 SHW Casting Technologies 2014 Herr-Voss Stamco 2010 KMPT
2006 Küsters 2017 Paperchine 2016 Yadon (52.9%)* 2012 Gouda
2006 Carbona 2018 Novimpianti 2016 AWEBA* 2013 Shende Machinery
2006 Pilão 2018 Diatec (70%) 2017 Powerlase (80%) 2016 ANBO
2007 Bachofen + Meier 2018 Xerium 2018 Farina Presse*
2007 Sindus 2018 ASKO
2008 Kufferath
2009 Rollteck
Acquisitions by business area since 2000
* part of Schuler Group
• Focus on markets with high growth rates
• Expansion of product portfolio through
organic growth (R&D) and acquisitions
• Achieve annual sales growth averaging
5-8% depending on market growth and
acquisitions
• Become preferred supplier by virtue of technology, quality and references
• Development of innovative and sustainable technologies through intensive R&D
• Focus on digitalization to support customers in reaching their goals with regard to productivity, operating costs, energy efficiency and environmental protection
• Offer best ROI for customers
• Continue expanding worldwide presence
• Offer best possible service close to the customer
• Further relocate manufacturing capacities to emerging markets
• Serving markets with long-term and sustained growth potential
• Extending existing position in Europe and North America
• Making use of the growth and sales opportunities in the emerging markets of South America and Asia
GOAL:
GLOBAL
MARKET
LEADER
LONG-TERM PROFITABLE GROWTH EXTEND MARKET POSITIONS
TECHNOLOGICAL AND COST LEADERSHIP GLOBAL AND LOCAL PRESENCE
GROUP STRATEGY
AND LONG-TERM GOALS
/ COMPANY PRESENTATION, AUGUST 2019 / © ANDRITZ GROUP5
Performance since IPO (June 2001): +1,159% (ATX: +141%)
Market capitalization (as of June 30, 2019): 3.4 billion EUR
ANDRITZ SHARE
PERFORMANCE H1 2019: -18%
/ COMPANY PRESENTATION, AUGUST 2019 / © ANDRITZ GROUP6
1. Free float ~68.5%
2. Certus 5.72%
3. Custos 25% + 1 share
4. Cerberus 0.77%
SHAREHOLDER STRUCTURE
AS OF JUNE 30, 2019
3
2
4
1
CEO
Wolfgang Leitner
J u n e 2 0 0 1 2 0 0 2 2 0 0 3 2 0 0 4 2 0 0 5 2 0 0 6 2 0 0 7 2 0 0 8 2 0 0 9 2 0 1 0 2 0 1 1 2 0 1 2 2 0 1 3 2 0 1 4 2 0 1 5 2 0 1 6 2 0 1 7 2 0 1 8 H1 2 0 1 9
10 0 %
520 %
940 %
1, 36 0 %
1, 780 %
2, 20 0 %
A N D R I T Z A T X
• With the technology brand Metris, ANDRITZ offers a broad
portfolio of intelligent, digital solutions and products.
• Metris technologies are fully tailored to individual customer
needs and optimize industrial procedures and processes.
The results for the customers:
• Enhancing plant efficiency and profitability
• Optimizing the use of resources
• Constant and highest product quality
• Avoiding production downtime
• Maximum user-friendliness, e.g. easy control via
smartphone/tablet PC/smartglasses
BROAD PRODUCT OFFERINGS IN DIGITALIZATION
/ COMPANY PRESENTATION, AUGUST 2019 / © ANDRITZ GROUP7
In our chosen markets, we are global leaders with a
passion for innovative engineering solutions.
As technology and quality leader, we create
sustainable value for our customers and
shareholders, thus ensuring the continuation of our
long-term profitable growth.
VISION OF THE ANDRITZ GROUP
/ COMPANY PRESENTATION, AUGUST 2019 / © ANDRITZ GROUP8
METALS
AUGUST 2019
ENGINEERED SUCCESS FOR
FLAT PRODUCT PROCESSING
INDUSTRIAL FURNACE PICKLING, ACID
REGENERATION
ROLLING
Carbon and stainless steel, aluminum and copper
ANDRITZ METALS
10
COATINGANNEALING, HEAT
TREATMENT
FINISHING LASER AND RW WELDING ELECTRIC AND AUTOMATION PLANT REVAMPS AND
UPGRADES
SERVICE SOLUTIONS
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ
FUNDMENTALS OF OUR EXCELLENCE
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ12
Thermtec
Sundwiger Eisenhütte Maschinenfabrik
Selas France SA
Bricmont Inc.
United Utilities
Ruthner AG
Lynson
HiTEQ
Herr-Voss Stamco
FBB GmbH
Soutec AG
Davy-Swindell Otto Kaiser GmbH
Schuler AG
Nisterhammer
MAERZ-Gautschi Industrieofenanlagen GmbH
Powerlase
ASKO
ANDRITZ METALS
CAPABILITIES
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ13
FINDING SOLUTIONS TO ANY CHALLENGE!
A reliable partner for the production and processing of
stainless steel, carbon steel and non-ferrous metals
with strong focus on
• Health, Safety and Environment
• Research and development
• Project and site management
• Manufacturing and engineering
• Automation
• Life-cycle full service
ANDRITZ METALS
HEALTH, SAFETY AND ENVIRONMENT
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ14
All locations of ANDRITZ Metals are already part of
matrix certification, for the integrated QHSE
Management System acc. to ISO 9001:2015 and
OHSAS 18001:2007 (ISO 45001 will be implemented
within 2019).
Several locations are additional certified according to
ISO 14001:2015
Statement
ANDRITZ METALS
HEALTH, SAFETY AND ENVIRONMENT
15
• When it comes to workplace safety, our goal is simple – we do
not want injuries or accidents at any time
• Safety begins with each individual employee. We never take
risks that could endanger ourselves or others during our jobs
• We strive to eliminate accidents in all of our facilities by
ensuring a safe and healthy work environment and by looking for
ways to continuously improve
• We comply with all safety laws and believe that safety comes
before anything else
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © COPYRIGHT ANDRITZ
ANDRITZ "Safety First" program implemented at site:
ANDRITZ METALS
“SAFETY FIRST” PROGRAM
16
• Strong cooperation between all contractors at site
• High management commitment
• Strict control of site works to increase installation quality,
safety and health of on-site staff
• Permanent high management compliance workgroup
• Extremely geed safety numbers during the projects
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © COPYRIGHT ANDRITZ
ANDRITZ METALS
RESEARCH AND DEVELOPMENT
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ17
A PASSION FOR INNOVATION!
Focus on supporting customers to:
• Implement digital IIoT solutions, especially:
• Optimization of Process Performance (OPP)
based on big data
• Digital Twins
• Predictive models/controllers e.g.
Advanced Furnace Model (AFC)
• Process new steel and aluminum grades for the
automotive industry (e.g. 3rd gen. AHSS, TWBs, PHS)
• Achieve sustainable production and minimize the
consumption of utilities
• We operate 7 innovation centers in Europe and USA
ANDRITZ METALS
PROJECT AND SITE MANAGEMENT
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PROJECT MANAGEMENT
• Project set up with interdisciplinary international teams led by
experienced project managers
• Coordination of design engineering and interfaces with customer
and suppliers
• Effective communication with all involved parties and project
stakeholders
• Professional document management
• Time scheduling and progress reporting for on-time delivery
• Efficient installation, commissioning and start-up
ANDRITZ METALS
PROJECT AND SITE MANAGEMENT
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ19
SITE MANAGEMENT
• Wide range of site jobs ranging from very small field service
orders to large scale full installation contracts
• Most capital contracts include:
• Only supervision service
• Installation in customer scope
• Couple of full installation / EPC contracts
• Typical large capital project:
• Approx. 5000 SV man-days
• Approx. MEUR 10-20 installation costs
• 100 specialized site supervisors globally
ANDRITZ METALS
MANUFACTURING AND ENGINEERING
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ20
BENEFIT FROM OUR MANUFACTURING CAPABILITIES!
• Consistent technological development
• Consistent improvement of reliability
• Quality
• Service (upgrades, rebuilds, spare & wear parts)
STRATEGY
• Production of key components
• High- and consistent quality due to
ANDRITZ manufacturing standard
• Excellent in engineering, design and planning
ANDRITZ METALS
AUTOMATION
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ21
THE RIGHT CLICK FOR YOUR PLANT!
Functional, reliable and safety Electric and Automation systems
from in-house automation know-how combined with expertise in
process and mechanical design.
• Complete automation solutions from one source
• State of the art and consistent
• Short start-up times
• Smooth operations of ANDRITZ plants and technologies
• Supported by simulation models, digital twins, advanced
process control technologies, and special sensors.
• Comprehensive lifetime services
• Global services network
• Industry 4.0 READY
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ22
Level 0
(Field)
Level 1
(PLC/OCS)
Level 2
(MES/AFC)
Level 3
(ERP)
Industrial PC/EdgeSiemens Rockwell ABB
ANDRITZ
METRIS X
ANDRITZ
IIoT Sensors
ANDRITZ METALS
AUTOMATION
ANDRITZ METALS
LIFE CYCLE FULL SERVICE
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ23
SERVICE ABILITY
• Outstanding service product portfolio - from spare parts to
mill-wide maintenance outsourcing agreements
• Close cooperation with the mill’s and service center
operation and maintenance personnel
• Contribute to improved reliability, availability, and
production while reducing overall operating costs
Service products and solutions
• Automation & control
• Engineered wear products
• Mill improvement
• Studies & field services
• Mill maintenance
• Remote Assistance
• Spare & replacement parts
• Upgrades & modernizations
• Rebuild & Retrofits
• Tooling
ANDRITZ METALS
WORLDWIDE
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ24
U.S.AAmbridge, PA
Callery, PA
Canonsburg, PA
Chesterton, IN
Conway, PA
Homestead, PA
New Ross, IN
Novi, MI
Orlando, FL
Rock Hill, SC
South Holland, IL
BrazilSao Paolo
IndiaCalcutta
Bangalore
ChinaBeijing
Foshan
Shanghai
AustriaGraz
Vienna
GermanyBretten-Gölshausen
Dusseldorf
Hemer
Mönchengladbach
Windeck
FranceAsnières-sur-Seine
SwitzerlandNeftenbach
United KingdomLondon
NetherlandsAmsterdam
Rotterdam
RussiaMoscow
1,440EMPLOYEES
150+ YEARS
EXPERIENCE
7INNOVATION
CENTERS
500+EMPLOYEES
IN SERVICE
ANDRITZ METALS
NEWS
25 / ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ
2019/06/18
ANDRITZ to supply two new continuous annealing and processing lines to Qinghai Zhuofeng…International technology group ANDRITZ has received an order from Qinghai Zhuofeng New Material Co., Ltd., China, to
supply two continuous annealing and processing lines, each with an annual capacity of 110,000 tons. Read more
2019/04/09
ANDRITZ to supply new tension-leveling line & new degreasing line to Hindalco Industries Ltd., IndiaInternational technology Group ANDRITZ has received an order from Hindalco Industries Ltd., India, to supply a new
tension leveling line with an annual capacity of 100,000 tons and a new degreasing line with an annual capacity of 150,000
tons. Start-up is scheduled for spring 2021. Read more
2019/08/09
Modernization of a cold strip processing line #1 for North American Stainless, USAInternational technology group ANDRITZ has received an order from North American Stainless for renewal of cold strip line #1 at
the Ghent, Kentucky plant. Read more
ANDRITZ METALS
NEWS
26 / ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ
2018/11/13
ANDRITZ to supply a 20-high cold-rolling mill to Aperam GenkThe cold-rolling mill will be designed with particular focus on production level, strip shape, and strip surface condition to
manufacture products of the highest quality. In addition to engineering and building of the new cold-rolling mill (including electrical
equipment and automation), the ANDRITZ scope of supply includes supervision of installation work and start-up. Read more
2018/11/07
ANDRITZ to supply new walking hearth furnace to Deutsche Edelstahlwerke, GermanyThe new plant comprises two MAERZ® walking hearth furnaces with automatic loading and unloading device, a MAERZ®
car bottom furnace for pre-heating sensitive material grades, and an entry and exit roller conveyor. Read more
2018/11/13
ANDRITZ to supply new hot-dip galvanizing line to Nucor Steel Arkansas, USAThe new line will have an annual capacity of approximately 455,000 metric tons and is designed to produce high-strength
steel grades, mainly for the automotive industry. Read more
Entire process chain from hot rolled strip to finished parts
ANDRITZ METALS –
SCHULER
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ27
Heat Treatment Pickling Rolling Annealing Coating Finishing Welding Blanking Forming Part Handling
ANDRITZ METALS core competences
Processing lines steel and aluminum strips, industrial furnace
systems, and welding systems
Schuler core competences
Press shop equipment
This presentation contains valuable, proprietary property belonging to ANDRITZ AG or its affiliates (“the ANDRITZ GROUP”), an d no licenses
or other intellectual property rights are granted herein, nor shall the contents of this presentation form part of any sales contracts which may be
concluded between the ANDRITZ GROUP companies and purchasers of any equipment and/or systems referenced herein. Please be awa re
that the ANDRITZ GROUP actively and aggressively enforces its intellectual property rights to the fullest extent of applicabl e law. Any
information contained herein (other than publically available information) shall not be disclosed or reproduced, in whole or in part, electronically
or in hard copy, to third parties. No information contained herein shall be used in any way either commercially or for any pu rpose other than
internal viewing, reading, or evaluation of its contents by recipient and the ANDRITZ GROUP disclaims all liability arising f rom recipient’s use or
reliance upon such information. Title in and to all intellectual property rights embodied in this presentation, and all infor mation contained therein,
is and shall remain with the ANDRITZ GROUP. None of the information contained herein shall be construed as legal, tax, or inv estment advice,
and private counsel, accountants, or other professional advisers should be consulted and relied upon for any such advice.
All copyrightable text and graphics, the selection, arrangement, and presentation of all materials, and the overall design of this presentation are
© ANDRITZ GROUP 2018. All rights reserved. No part of this information or materials may be reproduced, retransmitted, display ed, distributed,
or modified without the prior written approval of Owner. All trademarks and other names, logos, and icons identifying Owner’s goods and
services are proprietary marks belonging to the ANDRITZ GROUP. If recipient is in doubt whether permission is needed for any type of use
of the contents of this presentation, please contact the ANDRITZ GROUP at [email protected].
© ANDRITZ AG 2019
LEGAL DISCLAIMER
/ ANDRITZ METALS / BUSINESS AREA PRESENTATION, AUGUST 2019 / © ANDRITZ28