presentation interim report q1 2021
Post on 01-Oct-2021
5 Views
Preview:
TRANSCRIPT
INVESTORCALL.On the internal separation and potential public listing of the Product Information business area
2021-09-09
Rationale
Process forward
Product Information
Engineering & Digital Services
Agenda
Clear rationale.
• Separate, attractive offerings
• Decentralised organisations
• Stronger focus on each operation
• Increased flexibility with more empowered teams and
a simplified structure
• Good profitability levels and financial position
• Positive outlook for growth
Aims to maximise growth
and value creation
NEED FOR
DISRUPTIVE & SUSTAINABLE
TECHNOLOGICAL INNOVATION
= GROWTH POTENTIAL
Faster adaptation to market trends.
Increasing investments in
new technology
Servitization and changing
customer behaviours
Speed to market is
record high
Need for industry specific
know-how and solutions
Increased product complexityHigher strategic focus on the
aftersales solutions
The digital transformation
is accelerating
Higher sense of urgency related
to sustainability matters
Main growth drivers
6 |
DIGITALISATION SUSTAINABILITY
Digital hub for transforming products and services.
Advanced engineering of product and production development.
Strategic design and innovation for sustainable business.
Product information solutions for complex products and systems.
What we do.
What happens now?
• Business as usual – strategies remain for each business area
• Project team to focus on executing internal separation
• We will explore possibilities for a potential separate public listing of Product
Information (Lex Asea)
• More information will be provided in connection with the Year-end report for 2021,
in February 2022
• No guarantee that a public listing of the Product Information business area will
take place
9 |
ABOUTPRODUCT INFORMATION.
We make complex products and systems easy to operate and
maintain.10 | Semcon Product Information
A leading, international service provider.
11 |
SEK 600 m2021 June RTM
Net sales
15 % 2021 June RTM
EBIT margin*
• Presence in five countries and
16 locations
– Sweden, UK, Germany, Hungary
and China
• About 800 employees
• High degree of managed service
and solution-based deliveries
• Multi-site delivery strategy,
using skills centres
* As reported in financial reports, within current Group structure.
Our solutions improve users’ experience of complex technology.
12 |
Semcon Learning is today the largest digital training provider in Scandinavia.
13 |
Digitalisation is changing user groups’
behaviours and expectation on information.
Personalised
Visually appealing
Always accessible
Relevant filtered
content
Up-to-date
Real-time content
VIN-specific content
Intelligent
User
groups
Mobile/App
Onboard
Online/portal
PDF/Printed
Mixed reality
devices (AR/VR)14 |
Expectations on information
Information architecture, production
system and distribution platform
Operator and service
information for AGCO
Product information
for new electric taxi
Non-core for our customers – Introducing innovation, high quality and efficiency.
15 |
Epiroc’s strategy for
digitalisation of
technical information
Owner’s info and
digital distribution
for Volvo Cars
User manuals and
digital learning for
Baxter
Micro-learnings for
Bombardier
ABOUTENGINEERING & DIGITAL SERVICES.16 |
PHYSICAL
DIGITALand advanced engineering skills
We combine digital excellence
Uniting physical and digital worlds
Many can do this separately, only
a few can improve them together
A strong Nordic footprint with an international presence
Norway
Sweden
UK
Brazil
SEK 1,004 m2021 June RTM
Net sales
9 % 2021 June RTM
EBIT margin*
* As reported in financial reports,
within current Group structure.
What we do
19 |
Strategic Design& innovation
Advanced engineering
Production optimization
Digital services
Advisory services Project & Quality Management
Need for sustainable innovation a significant growth driver
20 |
App for the Swedish
Rescue Mission
Carbon footprint of
catheter cut in half
New electric
delivery truck
Proactive cleaning
of ships
Renewable solar
energy
Partnership for
green fuel cells.
• Complements and strengthens our
existing digital offering
• Approx. 100 new colleagues with
expertise in software
development and agile change
management
• New customers and industries
• FY 2020 net sales of SEK 105 m
The acquisition of Squeed.
21 |
Part of our growth journey
SEMCON’S FINANCIAL CALENDAR 2021/2022
Interim report January-September 2021 October 19, 2021, 08.00
Year-end report 2021 February 9, 2022, 08.00
22 |
IF YOU WOULD LIKE TO ASK A QUESTION
TELEPHONE: please press zero one (01) on your telephone keypad
ONLINE: please use the e-mail icon on your screen (below speakers)
Q&A
Questions?Please get in touch:
Kristina Ekeblad, IR manager
Email: kristina.ekeblad@semcon.com
Telephone: +46 (0)704 130 926
PEOPLE FIRST. THEN TECHNOLOGY.
25 |
top related