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Annual General Meeting 2022

GESCO SE
GESCO SE

Annual General Meeting 2022

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N E X T L E V E L
In Leadership
Annual General Meeting
Business year 2021
Wuppertal, 24 August 2022
2
GESCO
AG
–
AGM
–
24
August
2022
SLOGAN
... in one share, that is GESCO
Technology-driven German SMEs
Hidden Champions
GESCO
AG
–
AGM
–
24
August
2022
S & S Stainless
Steel Technology
Biogas for households
+166%
Result since 2018
+48%
Sales since 2018
+30%
Efficiency since 2018
5
Continents
+85%
Sales pressure
pipes since 2018
36
Countries
CANVAS - BIOGAS UPGRADED THROUGH
FILTRATION PLANTS – REDUCES
DEPENDENCE ON GAS IMPORTS
DEVELOPMENT PARTNER FOR HIGH-END
PLANTS - PHARMACEUTICALS, CHEMICALS
AND WATER
WORLD MARKET LEADER FOR HIGH-
PRESSURE PIPES FOR THE FILTRATION OF
LIQUIDS AND GASES
STAINLESS STEEL COMPETENCE COMBINED
INEX - SOLUTIONS GMBH
CANVAS 2019
OPEX 2019
GESCO
AG
–
Hauptversammlung
24.
August
2022
HUBL
Stainless Steel
Technology
Wafers for the world
CANVAS 2019
OPEX 2019
CANVAS - FOKUS WORLDWIDE GROWTH OF
WAFER PRODUCTION PLANTS
CANVAS - WORLD MARKET LEADER FOR
BIOTECH CONTAINERS
POSITIONING AS A STRATEGIC PARTNER FOR
PLANT DEVELOPMENTS
OPEX - WORKSHOP PRODUCTION
TRANSFERRED TO SERIES PRODUCTION
STAINLESS STEEL COMPETENCE COMBINED
INEX - SOLUTIONS GMBH
+100%
Result since 2018
+50%
Sales since 2018
+25%
Efficiency since 2018
+60%
Facilities since 2018
200
plants/ p. a.
+68%
Container
5
GESCO
AG
–
AGM
–
24
August
2022
Pickhardt &
Gerlach
we drive the change
CANVAS 2019
MAPEX 2020
OPEX 2021
MAPEX - COFIN® BRAKE LINE TAPE FOR
E-MOBILITY ESTABLISHED AS
SERIES PRODUCTION
MAPEX - EMONI ® WITH 99.9% EFFICIENCY
FOR BATTERY TECHNOLOGY IN THE MARKET
SUCCESSFUL
OPEX - PROJECT STARTED IN 11/21,
POTENTIAL ALREADY IDENTIFIED
ELECTROMOBILITY MOVES US FORWARD
1500 t
Brake lines COFIN®
72%
Global EMS
-80 kg
CO2 /t (EMONI® )
+45%
Result since 2018
+36%
Sales since 2018
+24%
Efficiency since 2018
GESCO
AG
–
AGM
–
24
August
2022
SVT
Loading Your Values
Focus on hydrogen
CANVAS 2021
OPEX 2021
CANVAS - SUPPORTING THE ENERGY
TRANSITION - SOLUTIONS FOR HYDROGEN,
LNG, CNG
PORTFOLIO EXPANSION FOR NEW MEDIA
AND TECHNOLOGIES
ASIA HUB ESTABLISHED IN SINGAPORE
OPEX - ANALYSES COMPLETED –
MEASURES BEING IMPLEMENTED
WORLD MARKET LEADER FOR
LNG LOADING ARMS
70
Countries
2.300
Ship loading arms
supplied
+473%
LNG sales since
2018
+29%
Result since 2018
+40%
Sales since 2018
+25%
Efficiency since 2018

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Annual General Meeting 2022

  • 1. N E X T L E V E L In Leadership Annual General Meeting Business year 2021 Wuppertal, 24 August 2022
  • 2. 2 GESCO AG – AGM – 24 August 2022 SLOGAN ... in one share, that is GESCO Technology-driven German SMEs Hidden Champions
  • 3. GESCO AG – AGM – 24 August 2022 S & S Stainless Steel Technology Biogas for households +166% Result since 2018 +48% Sales since 2018 +30% Efficiency since 2018 5 Continents +85% Sales pressure pipes since 2018 36 Countries CANVAS - BIOGAS UPGRADED THROUGH FILTRATION PLANTS – REDUCES DEPENDENCE ON GAS IMPORTS DEVELOPMENT PARTNER FOR HIGH-END PLANTS - PHARMACEUTICALS, CHEMICALS AND WATER WORLD MARKET LEADER FOR HIGH- PRESSURE PIPES FOR THE FILTRATION OF LIQUIDS AND GASES STAINLESS STEEL COMPETENCE COMBINED INEX - SOLUTIONS GMBH CANVAS 2019 OPEX 2019
  • 4. GESCO AG – Hauptversammlung 24. August 2022 HUBL Stainless Steel Technology Wafers for the world CANVAS 2019 OPEX 2019 CANVAS - FOKUS WORLDWIDE GROWTH OF WAFER PRODUCTION PLANTS CANVAS - WORLD MARKET LEADER FOR BIOTECH CONTAINERS POSITIONING AS A STRATEGIC PARTNER FOR PLANT DEVELOPMENTS OPEX - WORKSHOP PRODUCTION TRANSFERRED TO SERIES PRODUCTION STAINLESS STEEL COMPETENCE COMBINED INEX - SOLUTIONS GMBH +100% Result since 2018 +50% Sales since 2018 +25% Efficiency since 2018 +60% Facilities since 2018 200 plants/ p. a. +68% Container
  • 5. 5 GESCO AG – AGM – 24 August 2022 Pickhardt & Gerlach we drive the change CANVAS 2019 MAPEX 2020 OPEX 2021 MAPEX - COFIN® BRAKE LINE TAPE FOR E-MOBILITY ESTABLISHED AS SERIES PRODUCTION MAPEX - EMONI ® WITH 99.9% EFFICIENCY FOR BATTERY TECHNOLOGY IN THE MARKET SUCCESSFUL OPEX - PROJECT STARTED IN 11/21, POTENTIAL ALREADY IDENTIFIED ELECTROMOBILITY MOVES US FORWARD 1500 t Brake lines COFIN® 72% Global EMS -80 kg CO2 /t (EMONI® ) +45% Result since 2018 +36% Sales since 2018 +24% Efficiency since 2018
  • 6. GESCO AG – AGM – 24 August 2022 SVT Loading Your Values Focus on hydrogen CANVAS 2021 OPEX 2021 CANVAS - SUPPORTING THE ENERGY TRANSITION - SOLUTIONS FOR HYDROGEN, LNG, CNG PORTFOLIO EXPANSION FOR NEW MEDIA AND TECHNOLOGIES ASIA HUB ESTABLISHED IN SINGAPORE OPEX - ANALYSES COMPLETED – MEASURES BEING IMPLEMENTED WORLD MARKET LEADER FOR LNG LOADING ARMS 70 Countries 2.300 Ship loading arms supplied +473% LNG sales since 2018 +29% Result since 2018 +40% Sales since 2018 +25% Efficiency since 2018
  • 7. 7 GESCO AG – AGM – 24 August 2022 CANVAS 2021 OPEX 2022 RESPONSIBILITY FOR THE FUTURE: PAPER REPLACES PLASTIC - NEW ALTERNATIVES FROM WASTE AND SUGAR CANE PAPER INNOVATIONS CREATE NEW PRODUCTS: COTTON WOOL, LOLLIPOPS, STIRRERS  EXPERTISE AROUND THE GLOBE CANVAS - FURTHER INTERNATIONALISATION WITH PROXIMITY TO THE CUSTOMER OPEX - ANALYSES COMPLETED AND IMPLEMENTATION STARTED 25.000 t plastic avoided by SETTER 0% Chemical additives +70% Sales since 2018 80% Global sales +50% Result since 2018 160 bn pcs cotton buds world /p.a. Setter Group Sustainability for the world market!
  • 8. 8 GESCO AG – AGM – 24 August 2022 THE STRATEGY ... € 1 billion SALES at 10% EBIT I 3 anchor & 12 basic participations I Business model know-how I Methodological competence I SE - Conversion I ESG - Sustainability HIDDEN - CHAMPIONS EXCELLENCE PROGRAMS CANVAS I MAPEX I OPEX I LEADEX I DIGITEX I PORTFOLIO - ARCHITECTURE M & A I Grow inorganically I Buy & build programme I Portfolio roadmap I Direct approaches & expand network
  • 9. 9 GESCO AG – AGM – 24 August 2022 PORTFOLIO ARCHITECTURE - ROADMAP I ... 9 transactions in 3 years PRODUCTION PROCESS RESOURCES HEALTH & INFRASTRUCTURE MOBILITY PROCESS INEX - solutions UMT 9
  • 10. 10 GESCO AG – AGM – 24 August 2022 PORTFOLIO ARCHITECTURE - ROADMAP II to `25 ... on course - NEXT LEVEL 25 ACHOR Sales > € 100 m BASIC Sales Ø 40 - 50 m € 10
  • 11. 11 GESCO AG – AGM – 24 August 2022 THE STRATEGY ... € 1 billion SALES at 10% EBIT I 3 anchor & 12 basic participations I Business model know-how I Methodological competence I SE - Conversion I ESG - Sustainability HIDDEN - CHAMPIONS EXCELLENCE PROGRAMS CANVAS I MAPEX I OPEX I LEADEX I DIGITEX I PORTFOLIO - ARCHITECTURE M & A I Grow inorganically I Buy & build programme I Portfolio roadmap I Direct approaches & expand network
  • 12. 12 GESCO AG – AGM – 24 August 2022 EXCELLENCE PROGRAMS EX digit Market & Product Excellence MAPEX Analysis of customer needs, product offerings, customer channels and relationships; new ideas for product portfolio and market positioning Expand market share, address new market segments and develop product innovations Leadership Excellence LEADEX Sharpening leadership skills and strengthening attractiveness as an employer in a dynamic environment Develop leaders, strengthen corporate culture and create high-performance teams OPEX Operational Excellence Analysis of the company and value creation processes, especially in quality, lead time and delivery performance as well as cost structures Increase efficiency and thus margins CANVAS Business Model Analysis Workshops for holistic analysis of the business models – derivation of next steps – processing of results in annual business planning Consolidate common understanding in the management team, identify development potential and fix measures
  • 13. GESCO AG – Hauptversammlung 24. August 2022 13 LEADEX ► Leadership Excellence means continuous development of leadership skills ► Requirements for good and successful leadership change with age structures ► LEADEX offers first and second level managers a broad and modern basis consisting of 3 modules: Tools, Teams and High Performance Teams ► The Teams module provides Know-how on different personality types and promotes goal-oriented interaction in organisations. ► the Tools module offers the basics of modern leadership and efficient application ► with high-performance teams, we offer a module for building particularly high-performing teams
  • 14. 14 GESCO AG – AGM – 24 August 2022 KEY FIGURES FY 2021 FY 2020 Delta in € m (continued) (continued) in % Incoming orders 544.5 407.1 33.8% Group sales 488.1 397.2 22.9% EBITDA 62.2 33.4 86.4% EBIT 44.6 16.7 167.0% EBIT margin (in %) 9.1 4.2 117.3% Group annual result1) 26.9 5.8 363.8% Earnings per share (in €)1) 2.48 0.54 359.3% Workforce (number as of 31.12.) 1,783 1,695 5.2% 1) After minority interests → Sales and incoming orders above previous year - and above calendar year 2019 → Cost of materials and personnel ratios down on previous year → EBIT margin in the target corridor 8-10% → Tax optimisation through restructuring at Setter and P&L transfer agreement → Record consolidated net income after minority interests Production Process Technology Resource technology Health & Infrastructure Technology
  • 15. 15 GESCO AG – AGM – 24 August 2022 125,2 91,8 68,6 68,2 255,7 (56,9%) 227,8 (58,3%) 31.12.2021 31.12.2020 Liabilities (in € million) Equity Long-term debt Current liabilities Liabilities to assets held for sale 8,0 57,7 49,2 77,4 64,9 124,8 108,9 189,6 159,8 31.12.2021 31.12.2020 Assets (in € million) Non-current assets Inventories Receivables and other assets Cash and cash equivalents Assets held for sale BALANCE SHEET ... solid balance sheet with high equity ratio 449,5 390,8 390,8 449,5 3,0
  • 16. 16 GESCO AG – AGM – 24 August 2022 SHARE PRICE DEVELOPMENT 2021 -5% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 01.01.2021 01.03.2021 01.05.2021 01.07.2021 01.09.2021 01.11.2021 Quelle: Bloomberg 04/27/2021 Annual report 2020 published 06/16/2021 Purchase UMT 11/18/2021 Forecast raised again
  • 17. 17 GESCO AG – AGM – 24 August 2022 SHARE PRICE DEVELOPMENT 2022 Quelle: Bloomberg -35% -30% -25% -20% -15% -10% -5% 0% 5% 10% 15% 01.01.2022 01.02.2022 01.03.2022 01.04.2022 01.05.2022 01.06.2022 01.07.2022 01.08.2022 05/13/2022 GESCO: very good Q1/2022 03/09/2022 GESCO with preliminary figures for 2021 08/12/2022 GESCO: Forecast raised
  • 18. 18 GESCO AG – AGM – 24 August 2022 DIVIDEND 2021 Dividend policy Distribution within the range of 20% to 60% of the Consolidated net income after minority interests 0,83 € 0,73 € 0,58 € 0,67 € 0,35 € 0,60 € 0,90 € 0,23 € 0,98 € 3,3% 2,9% 2,3% 2,7% 1,4% 2,1% 3,9% 1,2% 3,8% 0,0% 0,5% 1,0% 1,5% 2,0% 2,5% 3,0% 3,5% 4,0% 4,5% 2012/2013 2013/2014 2014/2015 2015/2016 2016/2017 2017/2018 2018/2019 2019 2020 2021 2022 0,00 € 0,20 € 0,40 € 0,60 € 0,80 € 1,00 € Dividend Yield* Dividend * Dividend yield calculation: Dividend for the financial year/XETRA closing price at the end of the financial year
  • 19. 19 GESCO AG – AGM – 24 August 2022 GESCO SHARE ...with potential Free float (according to the definition of Deutsche Börse) 67.3% Investmentaktiengesellschaft für langfristige Investoren TGV 18.5% Baden-Württembergische Versorgungsanstalt für Ärzte, Zahnärzte und Tierärzte 3.3% LGT Capital Partners Ltd. 3.0% Other instituional investors 31.1% Retail investors 29.9% Stefan Heimöller 14.2% ISIN DE000A1K0201 WKN A1K020 Stock exchange symbol GSC1 Share capital (current) 10.839.499 € Number of shares (current) 10.839.499 IPO 24.03.1998 Transparency standard Prime Standard Share price at 08/19/2022 26.20 € Market capitalisation 284.0 m € Free float (current) 67,3% Research/Coverage GSC Research (Buy: € 47.00) Pareto Securities (Buy: € 38.00) SMC Research (Buy: € 49.00) Warburg Research (Buy: € 34.00) Consensus: Buy: € 42.00 Indices CDAX Total Index Prime All Shares Prime Industrial Prime Industrial Diversified Classic All Share
  • 20. 20 GESCO AG – AGM – 24 August 2022  Incoming orders and sales above previous year  Personnel expense ratio at a low with 21 %  Tax rate down to 31% due to tax optimisation measures in Mio. € H1/2022 H1/20212) Delta in % Incoming orders 318.7 274.5 16.1% Group sales 291.4 228.1 27.7% EBITDA 34.8 23.4 48.8% EBIT 25.9 15.2 69.8% EBIT-Margin (in %) 8.9% 6.7% 220 bp Group earnings1) 16.8 8.2 104.2% Earnings per share (in €)1) 1.6 0.76 103.9% Employees (at 06/30) 1,816 1,744 4.1% 1) After minorities 2) continued KEY FIGURES H1/2022 Process Technology Ressources Technology Health & Infrastructure Technology
  • 21. 21 GESCO AG – AGM – 24 August 2022  Outlook before possible acquisitions  Known effects from the Ukraine crisis have been processed - further influences currently difficult to predict  Reaching upper band increasingly likely OUTLOOK 2022 - GROUP Process Technology Ressources Technology Health & Infrastructure Technology Sales Consolidated net profit after minority interests 565 - 585 28.0 – 30.5 488 26.9 Business year 2022 Outlook Business year 2021 in € m