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LEADING
THE CRITICAL
MATERIALS
REVOLUTION
Capital Markets Day 2016
AMG Engineering
June 16, 2016
2 Strictly Confidential
Overview 4
Strategy 7
Market 9
Value Chain 12
Technology and Products 13
TABLE OF CONTENTS
3 Strictly Confidential
THIS DOCUMENT IS STRICTLY CONFIDENTIAL AND IS BEING PROVIDED TO YOU SOLELY FOR YOUR INFORMATION BY AMG
ADVANCED METALLURGICAL GROUP N.V. (THE “COMPANY”) AND MAY NOT BE REPRODUCED IN ANY FORM OR FURTHER
DISTRIBUTED TO ANY OTHER PERSON OR PUBLISHED, IN WHOLE OR IN PART, FOR ANY PURPOSE. FAILURE TO COMPLY WITH THIS
RESTRICTION MAY CONSTITUTE A VIOLATION OF APPLICABLE SECURITIES LAWS.
This presentation does not constitute or form part of, and should not be construed as, an offer to sell or issue or the solicitation of an offer to buy or
acquire securities of the Company or any of its subsidiaries nor should it or any part of it, nor the fact of its distribution, form the basis of, or be relied
on in connection with, any contract or commitment whatsoever.
This presentation has been prepared by, and is the sole responsibility of, the Company. This document, any presentation made in conjunction
herewith and any accompanying materials are for information only and are not a prospectus, offering circular or admission document. This
presentation does not form a part of, and should not be construed as, an offer, invitation or solicitation to subscribe for or purchase, or dispose of
any of the securities of the companies mentioned in this presentation. These materials do not constitute an offer of securities for sale in the United
States or an invitation or an offer to the public or form of application to subscribe for securities. Neither this presentation nor anything contained
herein shall form the basis of, or be relied on in connection with, any offer or commitment whatsoever. The information contained in this presentation
has not been independently verified. No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the
fairness, accuracy or completeness of the information or the opinions contained herein. The Company and its advisors are under no obligation to
update or keep current the information contained in this presentation. To the extent allowed by law, none of the Company or its affiliates, advisors or
representatives accept any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its
contents or otherwise arising in connection with the presentation.
Certain statements in this presentation constitute forward-looking statements, including statements regarding the Company's financial position,
business strategy, plans and objectives of management for future operations. These statements, which contain the words "believe,” “expect,”
“anticipate,” “intends,” “estimate,” “forecast,” “project,” “will,” “may,” “should” and similar expressions, reflect the beliefs and expectations of the
management board of directors of the Company and are subject to risks and uncertainties that may cause actual results to differ materially. These
risks and uncertainties include, among other factors, the achievement of the anticipated levels of profitability, growth, cost and synergy of the
Company’s recent acquisitions, the timely development and acceptance of new products, the impact of competitive pricing, the ability to obtain
necessary regulatory approvals, and the impact of general business and global economic conditions. These and other factors could adversely affect
the outcome and financial effects of the plans and events described herein.
Neither the Company, nor any of its respective agents, employees or advisors intend or have any duty or obligation to supplement, amend, update
or revise any of the forward-looking statements contained in this presentation.
The information and opinions contained in this document are provided as at the date of this presentation and are subject to change without notice.
This document has not been approved by any competent regulatory or supervisory authority.
Cautionary Note
4 Strictly Confidential
Overview
AMG Engineering Key Facts
• Over 100 years of experience in vacuum metallurgy and heat treatment
• Engineering facilities in Germany, France, USA, India and China; three heat
treatment service centers in Germany, the U.S., and Mexico
• Owns 85 patent families
• Approximately 850 employees
AMG Critical Materials AMG Engineering
• Vanadium
• Superalloys
• Titanium Alloys &
Coatings
• Aluminum Alloys
• Engineering
• Heat Treatment Services
• Tantalum & Niobium
• Antimony
• Graphite
• Silicon
5 Strictly Confidential
Overview
Note: Figures based on 2015 revenue split
AMG Engineering’s Business Profile
Services
Engineering –
Supply of furnace systems
70% of revenue 30% of revenue
Heat Treatment
30% of
revenues
20% of
revenues
Heat Treatment
Services
10% of
revenues
Service / Spare PartsNuclear
3% of
revenues
Metallurgy
37% of
revenues
 Asset light
 High-tech engineering with outsourced manufacturing
 People are the main business asset
6 Strictly Confidential
Overview – Locations
Limbach, Germany
Port Huron, USA
Mexico
Hanau (Headquarters),
Germany
Grenoble,
France
East Windsor
(CT), USA
Wixom (MI),
USA
India
Krakow, Poland
Bangkok, Thailand
Suzhou, China
Moscow, Russia
Japan
Sales office Production facility
Headquarters
Highlighted countries represent AMG Engineering’s physical presence
Heat Treatment
Services facility
7 Strictly Confidential
Strategy
 AMG Engineering provides vacuum process technology and services
for high-purity metals and critical materials products to the global
market
• Deliver customer-specific solutions across all market segments
• Leading market presence in core technologies
• New technology and products provide upside potential
• Well represented in key economic regions serving blue chip clients
 AMG Engineering’s vision is to defend its position as:
• No. 1 innovator in vacuum metallurgy and vacuum heat treatment
• Global market leader in vacuum furnaces, processes and services
• Cost leader in its fields of competence
8 Strictly Confidential
Strategy – Value Drivers in Engineering
 Diversification and stability – broad product
portfolio, global customer base and industry
sectors
 Reduce Market Volatility – generate services
revenue
 Technology Innovations
 Minimize Working Capital – order intake with
high portion of down payment
 Avoid cost overruns – precision in product
quality and cost calculation
 Global Sourcing – collaborate with experienced/
qualified suppliers
 Develop human capital – people are the main
asset
9 Strictly Confidential
Market – Products, End Markets, and Applications
10%
2%
18%3%
22%
24%
16% 1%
3%
1%
21%
1) 1% of revenues is allocated to other end markets based on 2015
Products% of revenues1
 Vacuum heat treatment furnace systems
 Vacuum case hardening heat treatment
services
Automotive
 Solar silicon melting and crystallization
furnace systems
 Vacuum sintering and annealing furnace
systems
 Vacuum powder metallurgy furnace systems
Energy
 Turbine blade coating furnace systems
 Vacuum precision casting furnace systems
 Vacuum re-melting furnace systems
Aerospace
 Vacuum re-melting furnace systems
 Vacuum melting furnace systems
 Vacuum powder metallurgy furnace
systems
Specialty Metals &
Chemicals
 Vacuum re-melting furnace systems
 Vacuum melting furnace systems
 Vacuum powder metallurgy furnace
systems
Infrastructure
46%
12%
17%
4%
% of revenues from engineering
% of revenues from services
Applications
10 Strictly Confidential
Market – Leading Market Position
Core technology in melting or
treating materials in a vacuum
Heat Treatment Services
• >100m parts treated
• World’s Largest LPC
Heat Treatment Service
Centers
Metallurgy
Silicon Melting and
Crystallisation (Solar)
• >440 systems delivered
Metallurgy
Precision Casting and Sintering
• >160 systems delivered
Metallurgy
Vacuum Induction Melting
• >460 systems delivered
Metallurgy
Remelting and Electron
Beam Melting
• >200 systems delivered
Heat Treatment
• >280 systems delivered
11 Strictly Confidential
Market – Global Installed Base
Note: Shaded countries represent AMG Engineering’s countries of presence; Systems installed is based on the number of installed furnaces until March 2013
Asia > ~ 660 systems installed
Europe > ~ 750 systems installed
North America > ~ 150 systems installed
12 Strictly Confidential
Value Chain for Metallurgy
• Purify
• Chemical control
Cast Products
Extrude Forge Roll
• Billet
• Bar
• Sheet
• Wire
Powder
Investment
Casting
Vacuum Arc
Remelting
Electro Slag
Remelting
Electro Beam
Remelting
Plasma
Wrought Products
• Bar sheet
• Extrude forge roll
to shape
Raw Materials Primary Melting Secondary Melting Final Processing
Extrude
Forge
Roll
HIF
• Virgin charge
• Scrap
Vacuum Induction
Melting
1. 2. 3. 4.
External ProcessLegend: AMG’s operation
13 Strictly Confidential
Technology and Products – Metallurgy
Bearings
Melting&CastingRe-Melting
VIM-VIDP
ESR, VAR
VAR
VAR
Special steel
ingot 165 t
Products
Rivets and
Bolts
Landing
Flaps
Cold Rolls
Turbine and
Crank Shaft
PlasmaMelting
Electron Beam, Plasma Cold Hearth Melting
Round Ingot and
square slaps
Technology
14 Strictly Confidential
Powder
EB-PVD, Smart Coater
VIGA, EIGA
TechnologyTechnology
Engine for
Aviation Industry
Turbine blade
coated with
TBC
Spherical
powder
InvestmentCasting
VIM-IC / Leicomelt
Golf clubs
Turbine blades TiAl Valves
Turbocharger
3D printing application
Coating
Products
Plasma spray and
applications for MIM parts
Technology and Products – Metallurgy
15 Strictly Confidential
Technology ProductsTechnology
SCU 650 – Gen6
Solar
GlassForming&
Treatment
Vacuum Creep
Forming of Glass
Glass Annealing
SMC1000 – 4x Gen5
HotIsothermalForging
Hot Isothermal Forging for
Near Net Shape Technologies
Si-Bricks
Si-Ingots
PV-Panel
Mobile Cover Sheet
Optical fiber
Turbine blades, turbine disks, for jet-
engines and energy supply turbines,
etc. using advanced materials such
as Titanium and Nickel-based alloys
Technology and Products – Metallurgy
16 Strictly Confidential
Technology
Modular,flexible
LPC-system
One-Piece-Flow
LPCsystem
Products
Large size – multi
layer loads
Small size -
single layer loads
SyncroTherm
ModulTherm
Technology and Products – Heat Treatment
VKP Furnace
Cemented
Carbides Tools
Sintering
17 Strictly Confidential
Technology
LPC/HPGQbasedServicesNitridingServices
Products
Large load size – high
hardness and high
distortion requirements
Nitriding Systems
ModulTherm
Very large load size –
moderate hardness and high
distortion requirements
Technology and Products – Heat Treatment Services
18 Strictly Confidential
Safety, Health, and Environmental
Period Ending
March
Lost Time
Incidents
in the Last 12
Months
12 Month
Average Lost
Time Incident
Rate
Days Lost to
Lost Time
Incidents in
Last 12 Months
12 Month
Average
Incident
Severity Rate
2015 13 1.12 85 0.064
2016 10 0.62 25 0.018
Leading Safety Indicators – Q1 2016 vs. Q1 2015
 5,664 hours of safety training to the 824 FTE, down 29%
 137 near miss or unsafe conditions to 824 FTE, down 22%
 263 internal safety audits or inspections, down 11%
Incidents and Missed Days Q1 2016
 4 lost time incidents (LTI) in 2015 (25 missed work days)
 6 serious (medical treatment required) incidents
 47 first aid incidents
Capital markets day AMG Engineering presentation final

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Capital markets day AMG Engineering presentation final

  • 1. LEADING THE CRITICAL MATERIALS REVOLUTION Capital Markets Day 2016 AMG Engineering June 16, 2016
  • 2. 2 Strictly Confidential Overview 4 Strategy 7 Market 9 Value Chain 12 Technology and Products 13 TABLE OF CONTENTS
  • 3. 3 Strictly Confidential THIS DOCUMENT IS STRICTLY CONFIDENTIAL AND IS BEING PROVIDED TO YOU SOLELY FOR YOUR INFORMATION BY AMG ADVANCED METALLURGICAL GROUP N.V. (THE “COMPANY”) AND MAY NOT BE REPRODUCED IN ANY FORM OR FURTHER DISTRIBUTED TO ANY OTHER PERSON OR PUBLISHED, IN WHOLE OR IN PART, FOR ANY PURPOSE. FAILURE TO COMPLY WITH THIS RESTRICTION MAY CONSTITUTE A VIOLATION OF APPLICABLE SECURITIES LAWS. This presentation does not constitute or form part of, and should not be construed as, an offer to sell or issue or the solicitation of an offer to buy or acquire securities of the Company or any of its subsidiaries nor should it or any part of it, nor the fact of its distribution, form the basis of, or be relied on in connection with, any contract or commitment whatsoever. This presentation has been prepared by, and is the sole responsibility of, the Company. This document, any presentation made in conjunction herewith and any accompanying materials are for information only and are not a prospectus, offering circular or admission document. This presentation does not form a part of, and should not be construed as, an offer, invitation or solicitation to subscribe for or purchase, or dispose of any of the securities of the companies mentioned in this presentation. These materials do not constitute an offer of securities for sale in the United States or an invitation or an offer to the public or form of application to subscribe for securities. Neither this presentation nor anything contained herein shall form the basis of, or be relied on in connection with, any offer or commitment whatsoever. The information contained in this presentation has not been independently verified. No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy or completeness of the information or the opinions contained herein. The Company and its advisors are under no obligation to update or keep current the information contained in this presentation. To the extent allowed by law, none of the Company or its affiliates, advisors or representatives accept any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with the presentation. Certain statements in this presentation constitute forward-looking statements, including statements regarding the Company's financial position, business strategy, plans and objectives of management for future operations. These statements, which contain the words "believe,” “expect,” “anticipate,” “intends,” “estimate,” “forecast,” “project,” “will,” “may,” “should” and similar expressions, reflect the beliefs and expectations of the management board of directors of the Company and are subject to risks and uncertainties that may cause actual results to differ materially. These risks and uncertainties include, among other factors, the achievement of the anticipated levels of profitability, growth, cost and synergy of the Company’s recent acquisitions, the timely development and acceptance of new products, the impact of competitive pricing, the ability to obtain necessary regulatory approvals, and the impact of general business and global economic conditions. These and other factors could adversely affect the outcome and financial effects of the plans and events described herein. Neither the Company, nor any of its respective agents, employees or advisors intend or have any duty or obligation to supplement, amend, update or revise any of the forward-looking statements contained in this presentation. The information and opinions contained in this document are provided as at the date of this presentation and are subject to change without notice. This document has not been approved by any competent regulatory or supervisory authority. Cautionary Note
  • 4. 4 Strictly Confidential Overview AMG Engineering Key Facts • Over 100 years of experience in vacuum metallurgy and heat treatment • Engineering facilities in Germany, France, USA, India and China; three heat treatment service centers in Germany, the U.S., and Mexico • Owns 85 patent families • Approximately 850 employees AMG Critical Materials AMG Engineering • Vanadium • Superalloys • Titanium Alloys & Coatings • Aluminum Alloys • Engineering • Heat Treatment Services • Tantalum & Niobium • Antimony • Graphite • Silicon
  • 5. 5 Strictly Confidential Overview Note: Figures based on 2015 revenue split AMG Engineering’s Business Profile Services Engineering – Supply of furnace systems 70% of revenue 30% of revenue Heat Treatment 30% of revenues 20% of revenues Heat Treatment Services 10% of revenues Service / Spare PartsNuclear 3% of revenues Metallurgy 37% of revenues  Asset light  High-tech engineering with outsourced manufacturing  People are the main business asset
  • 6. 6 Strictly Confidential Overview – Locations Limbach, Germany Port Huron, USA Mexico Hanau (Headquarters), Germany Grenoble, France East Windsor (CT), USA Wixom (MI), USA India Krakow, Poland Bangkok, Thailand Suzhou, China Moscow, Russia Japan Sales office Production facility Headquarters Highlighted countries represent AMG Engineering’s physical presence Heat Treatment Services facility
  • 7. 7 Strictly Confidential Strategy  AMG Engineering provides vacuum process technology and services for high-purity metals and critical materials products to the global market • Deliver customer-specific solutions across all market segments • Leading market presence in core technologies • New technology and products provide upside potential • Well represented in key economic regions serving blue chip clients  AMG Engineering’s vision is to defend its position as: • No. 1 innovator in vacuum metallurgy and vacuum heat treatment • Global market leader in vacuum furnaces, processes and services • Cost leader in its fields of competence
  • 8. 8 Strictly Confidential Strategy – Value Drivers in Engineering  Diversification and stability – broad product portfolio, global customer base and industry sectors  Reduce Market Volatility – generate services revenue  Technology Innovations  Minimize Working Capital – order intake with high portion of down payment  Avoid cost overruns – precision in product quality and cost calculation  Global Sourcing – collaborate with experienced/ qualified suppliers  Develop human capital – people are the main asset
  • 9. 9 Strictly Confidential Market – Products, End Markets, and Applications 10% 2% 18%3% 22% 24% 16% 1% 3% 1% 21% 1) 1% of revenues is allocated to other end markets based on 2015 Products% of revenues1  Vacuum heat treatment furnace systems  Vacuum case hardening heat treatment services Automotive  Solar silicon melting and crystallization furnace systems  Vacuum sintering and annealing furnace systems  Vacuum powder metallurgy furnace systems Energy  Turbine blade coating furnace systems  Vacuum precision casting furnace systems  Vacuum re-melting furnace systems Aerospace  Vacuum re-melting furnace systems  Vacuum melting furnace systems  Vacuum powder metallurgy furnace systems Specialty Metals & Chemicals  Vacuum re-melting furnace systems  Vacuum melting furnace systems  Vacuum powder metallurgy furnace systems Infrastructure 46% 12% 17% 4% % of revenues from engineering % of revenues from services Applications
  • 10. 10 Strictly Confidential Market – Leading Market Position Core technology in melting or treating materials in a vacuum Heat Treatment Services • >100m parts treated • World’s Largest LPC Heat Treatment Service Centers Metallurgy Silicon Melting and Crystallisation (Solar) • >440 systems delivered Metallurgy Precision Casting and Sintering • >160 systems delivered Metallurgy Vacuum Induction Melting • >460 systems delivered Metallurgy Remelting and Electron Beam Melting • >200 systems delivered Heat Treatment • >280 systems delivered
  • 11. 11 Strictly Confidential Market – Global Installed Base Note: Shaded countries represent AMG Engineering’s countries of presence; Systems installed is based on the number of installed furnaces until March 2013 Asia > ~ 660 systems installed Europe > ~ 750 systems installed North America > ~ 150 systems installed
  • 12. 12 Strictly Confidential Value Chain for Metallurgy • Purify • Chemical control Cast Products Extrude Forge Roll • Billet • Bar • Sheet • Wire Powder Investment Casting Vacuum Arc Remelting Electro Slag Remelting Electro Beam Remelting Plasma Wrought Products • Bar sheet • Extrude forge roll to shape Raw Materials Primary Melting Secondary Melting Final Processing Extrude Forge Roll HIF • Virgin charge • Scrap Vacuum Induction Melting 1. 2. 3. 4. External ProcessLegend: AMG’s operation
  • 13. 13 Strictly Confidential Technology and Products – Metallurgy Bearings Melting&CastingRe-Melting VIM-VIDP ESR, VAR VAR VAR Special steel ingot 165 t Products Rivets and Bolts Landing Flaps Cold Rolls Turbine and Crank Shaft PlasmaMelting Electron Beam, Plasma Cold Hearth Melting Round Ingot and square slaps Technology
  • 14. 14 Strictly Confidential Powder EB-PVD, Smart Coater VIGA, EIGA TechnologyTechnology Engine for Aviation Industry Turbine blade coated with TBC Spherical powder InvestmentCasting VIM-IC / Leicomelt Golf clubs Turbine blades TiAl Valves Turbocharger 3D printing application Coating Products Plasma spray and applications for MIM parts Technology and Products – Metallurgy
  • 15. 15 Strictly Confidential Technology ProductsTechnology SCU 650 – Gen6 Solar GlassForming& Treatment Vacuum Creep Forming of Glass Glass Annealing SMC1000 – 4x Gen5 HotIsothermalForging Hot Isothermal Forging for Near Net Shape Technologies Si-Bricks Si-Ingots PV-Panel Mobile Cover Sheet Optical fiber Turbine blades, turbine disks, for jet- engines and energy supply turbines, etc. using advanced materials such as Titanium and Nickel-based alloys Technology and Products – Metallurgy
  • 16. 16 Strictly Confidential Technology Modular,flexible LPC-system One-Piece-Flow LPCsystem Products Large size – multi layer loads Small size - single layer loads SyncroTherm ModulTherm Technology and Products – Heat Treatment VKP Furnace Cemented Carbides Tools Sintering
  • 17. 17 Strictly Confidential Technology LPC/HPGQbasedServicesNitridingServices Products Large load size – high hardness and high distortion requirements Nitriding Systems ModulTherm Very large load size – moderate hardness and high distortion requirements Technology and Products – Heat Treatment Services
  • 18. 18 Strictly Confidential Safety, Health, and Environmental Period Ending March Lost Time Incidents in the Last 12 Months 12 Month Average Lost Time Incident Rate Days Lost to Lost Time Incidents in Last 12 Months 12 Month Average Incident Severity Rate 2015 13 1.12 85 0.064 2016 10 0.62 25 0.018 Leading Safety Indicators – Q1 2016 vs. Q1 2015  5,664 hours of safety training to the 824 FTE, down 29%  137 near miss or unsafe conditions to 824 FTE, down 22%  263 internal safety audits or inspections, down 11% Incidents and Missed Days Q1 2016  4 lost time incidents (LTI) in 2015 (25 missed work days)  6 serious (medical treatment required) incidents  47 first aid incidents