Industrial Technique Henrik Elmin, Business Area President Capital Markets Day 2018
Agenda 1 1. Facts in brief 2 1. Trends and driving forces 3 1. Focus and priorities 4 1. Innovation in reality 5 1. Summary 2 November 15 2018 Atlas Copco Capital Markets Day
Industrial Technique ROCE ORDERS, REVENUES AND OPERATING MARGIN Growth drivers 39% 5 000 40% • Global offer in selected assembly technologies 4 000 32% • Transformation towards Industry 4.0 • New product development 3 000 24% • Acceleration in service 2 000 16% 1 000 8% 0 0% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2016* 2016* 2016* 2016* 2017 2017 2017 2017 2018 2018 2018 Orders received, MSEK Revenues, MSEK Operating margin, % Adjusted operating margin, % * 2016 figures not restated per IFRS 15. 3 November 15 2018 Atlas Copco Capital Markets Day
Orders received – local currency Q3 2018 Q3 YoY vs. Q2 SHARE OF ORDERS 35% 37% 28% RECEIVED YEAR TO DATE: -5% +2% +22% -32% +32% 4 November 15 2018 Atlas Copco Capital Markets Day
Broad offer Multiple industries Aerospace Metal fabrication Automotive Automotive Automotive MATERIAL SELF-PIERCE ADHESIVE FLOW DRILL TIGHTENING DRILLING REMOVAL RIVETING DISPENSING FASTENING 5 November 15 2018 Atlas Copco Capital Markets Day
Diverse customer base Off-road Electronics Ship Automotive Motor- Large building Tiers cycles transport equipment Power Automotive Non-metal Vehicle service Battery generation fabrication Power equipment Foundries and metal production Oil and Gas Aerospace Rail Recreational products Industrial Machinery Medical Appliance & Equipment 6 November 15 2018 Atlas Copco Capital Markets Day
Trends CUSTOMER SMART GENERAL PRODUCTS PRODUCTION Electric vehicles 1 China 3 6 Connectivity & battery Quality, Flexible ergonomics Light-weighting 2 4 7 automation & safety Big data & Growth of 5 8 Artificial Electronics Intelligence 7 November 15 2018 Atlas Copco Capital Markets Day
Summary of strategic focus areas • Expanding within • Solutions for in-line quality control MOTOR assembly technologies • Transformation in Asia VEHICLE • Dedicated products for • Data driven service INDUSTRY industrial automation • Segment focused • Dedicated products for industrial automation approach • Coverage and transformation in Asia GENERAL • Smart Connected Assembly • Data driven service INDUSTRY 8 November 15 2018 Atlas Copco Capital Markets Day
Expanding within assembly technologies New joining New materials New applications technologies 9 November 15 2018 Atlas Copco Capital Markets Day
Transformation in General Industry Smart Smart Connected Connected Offroad Aerospace Smart Smart Connected Connected Electronics Bolting 10 November 15 2018 Atlas Copco Capital Markets Day
Dedicated products for industrial automation Automotive Electronics Aerospace 11 November 15 2018 Atlas Copco Capital Markets Day
Solutions for in-line quality control BODY FINAL SHOP ASSEMBLY 12 November 15 2018 Atlas Copco Capital Markets Day
Innovation for growth Enso Synatec system SQS TBP & SRB battery tools Henrob Flex system FlexSystem MicroTorque electric screwdriver 13 November 15 2018 Atlas Copco Capital Markets Day
Service – From Reactive to Proactive Tool Tool Preventive Break-down Break-down Preventive management management service center repairs Spare parts repairs service center Spare parts
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November 16 Atlas Copco Capital Markets Day 15 2018
Data analysis Analysis of real time production data November 17 Atlas Copco Capital Markets Day 15 2018
Data driven service As production lines become more flexible, Atlas Copco will help customer to proactively improve quality and uptime. Notifications Optimized maintenance Process improvements November 18 Atlas Copco Capital Markets Day 15 2018
Strategic approach to acquisitions 2013 2011 2011 2013 2013 2013 High torque bolting solutions Adhesive systems and Drilling equipment Quality control solutions Mechanical and Hydraulic torque metering technology electrical wrenches wrenches and pumps Innovation in reality Innovation in reality 2018 2018 2014 2014 2015 2016 Self-pierce riveting Hydraulic torque Process control solutions Adhesive dispensing Flow drill fastening Quality inspection wrenches and pumps equipment 19 November 15 2018 Atlas Copco Capital Markets Day
Innovation in reality 20 November 15 2018 Atlas Copco Capital Markets Day
Summary Strong service Sustainable growth business model in Motor Vehicle Electric and General vehicles and Industries light-weighting drive growth Focus on Industry 4.0 21 November 15 2018 Atlas Copco Capital Markets Day
www.atlascopcogroup.com
Cautionary Statement “Some statements herein are forward -looking and the actual outcome could be materially different. In addition to the factors explicitly commented upon, the actual outcome could be materially and adversely affected by other factors such as the effect of economic conditions, exchange-rate and interest-rate movements, political risks, the impact of competing products and their pricing, product development, commercialization and technological difficulties, supply disturbances, and major customer credit losses.” 23 November 15 2018 Atlas Copco Capital Markets Day
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