Strategy update: The growth story accelerates Dr. Ren Lenggenhager - - PowerPoint PPT Presentation

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Strategy update: The growth story accelerates Dr. Ren Lenggenhager - - PowerPoint PPT Presentation

Mar 03, 2024 150 likes •560 views

Strategy update: The growth story accelerates Dr. Ren Lenggenhager CEO, Comet Group Technology with Passion Agenda 1 The Comet Group at a Glance 2 Strategy Update 3 The Growth Story Accelerates Comet Group Investor Day 2017 2 The Comet

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Technology with Passion

Strategy update: The growth story accelerates

  • Dr. René Lenggenhager

CEO, Comet Group

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Agenda

1 The Comet Group at a Glance 2 Strategy Update 3 The Growth Story Accelerates

Comet Group Investor Day 2017 2

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We are a Swiss company with high competency in three leading technologies …

Comet Group Investor Day 2017 3

The Comet Group at a glance

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… enabling faster, more efficient processes and safer products in many industries

Comet Group Investor Day 2017 4

The Comet Group at a glance

Displays Semiconductors Microchips & Sensors

49.4%

  • f H1 2017

Group sales

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… enabling faster, more efficient processes and safer products in many industries

Comet Group Investor Day 2017 5

The Comet Group at a glance

43.7%

  • f H1 2017

Group sales

Automotive / Foundries Security Electronics

/

Aerospace

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… enabling faster, more efficient processes and safer products in many industries

Comet Group Investor Day 2017 6

The Comet Group at a glance

6.9%

  • f H1 2017

Group sales

Food Printing

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Agenda

1 The Comet Group at a glance 2 Strategy Update 3 The Growth Story Accelerates

Comet Group Investor Day 2017 7

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Comet Group is set up for growth and moving closer to its original growth targets for 2020

Comet Group Investor Day 2017 8

Status update

Strategic building blocks and growth engine prove successful Original target for 2020: Sales in CHFm

~500

Net sales in CHFm 2017E

430-450

EBITDA %

16-18

2017E EBITDA %

14-16

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The Comet Group growth engine: Where do we stand with initiatives started in 2016?

Comet Group Investor Day 2017 9

Strategy update

Growth Initiatives (examples 2016) RF power (PCT) Metrology (IXS) Tetra Pak rollout (EBT) Operational Excellence (examples 2016) Improve gross margin Strengthen supply chain Leadership Expand management toolbox Business Development (examples 2016) Project with Bühler (EBT) Digital printing (EBT) Further ebeam applications (EBT) CT-Inline (IXS) Security (IXM) Ongoing Business (examples 2016) Market expansion KAM Growth initiatives on segment level

2016

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Operational Excellence – Initiatives on plan, and to be accelerated

Strengthening of leadership Senior leadership programme completed Further rollout to next level ongoing

Comet Group Investor Day 2017 10

Strategy update 2017: Comet Group growth engine

Gross margin Improved by 1% point H1 2017 vs. H1 2016 Further measures with focus on supply chain Management toolbox Introduction of new multi PM and collaboration tools Strengthening

  • f supply chain

Introduction of global lead buyer concept Building expansion in Flamatt on plan Successful expansion of PCT production

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Comet Group Investor Day 2017 11

Strategy update Progress since last year

Business Development: 2 cases transferred to GI; 2 at higher maturity stage, 5 new cases

Field of Interest Creation of Business Case Vision Demonstration

  • f Feasibility

Definition of Business Case Growth Initiatives New initiative

Bühler (EBT) Digital printing (EBT) CT inline ( IXS) Security (IXM)

Egg treatment (EBT) Electronics 4.0 (IXS) ebeam+(outside food / printing) CT tire metrology ( IXS) Tetra Pak NGPL (EBT)

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Comet Group Investor Day 2017 12

Strategy update

Growth Initiatives: Inactivation of dry food and security as new GI, Tetra Pak rollout adjusted

Tetra Pak rollout (EBT) Ongoing at slower than expected pace. Importance of ebeam

  • confirmed. Delayed

market entry due to new product platform. Transfered into OB and new BD started. RF power (PCT) New RF power generation; preparation

  • f all R&D locations;

team set up; Key project for growth after 2020. Security (IXM) Feasibility proven for 2 customer projects. Development of OEM solution started. Metrology (IXS) Launch of FF CT 20 and 35 Metrology systems at Control; First orders in. Inactivation of dry food (Bühler) Project transfered from R&D to business at customer; First orders in.

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Technology with Passion

Market to strongly grow due to Industry 4.0, investments to leverage growth potential Capitalize on experience as solution provider

Strategy update 2017: Comet Group growth engine

Strong growth drivers like AI, VR, big data Broaden application and customer base “Start-up” business Expand BD focus to applications

  • utside food and

printing, long-term focus Solid business with growth potential

  • esp. in security

market Explore new applications / markets

Ongoing Business as strongest driver within the growth engine

EBT IXM PCT IXS

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Comet Group on track with its growth engine

Comet Group Investor Day 2017 14

Growth Initiatives RF power (PCT) Metrology (IXS) Operational Excellence Improve gross margin Strengthen supply chain Expand management toolbox Agile leadership Lean manufacturing/office Business Development Digital printing (EBT) CT inline (IXS) Ongoing Business Country and cross-selling with KAM Segment growth initiatives New category

2017

Egg treatment (EBT) Electronics 4.0 (IXS) ebeam+ (outside food / printing) CT tire metrology (IXS) Tetra Pak NGPL (EBT) (incl. ongoing Tetra business) Security (IXM) Project with Bühler (EBT)

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Agenda

1 The Comet Group at a glance 2 Strategy Update 3 The Growth Story Accelerates

Comet Group Investor Day 2017 15

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Four focus topics will enhance growth and help set stage for robust growth even beyond 2020

Comet Group Investor Day 2017 16

The growth story accelerates

Digitalization Go-to-Market Speed & Agility Diversification

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Four focus topics will enhance growth and help set stage for robust growth even beyond 2020

Comet Group Investor Day 2017 17

The growth story accelerates

Digitalization Go-to-Market Speed & Agility Diversification

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Digitalization – a huge opportunity leveraging the three technologies of the Comet Group

Comet Group Investor Day 2017 18

The growth story accelerates

Digital Revolution

Autonomous vehicles Cloud computing Big data Artificial intelligence Augmented reality Virtual reality Internet of things Additive manufacturing

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PC + Internet Era

New waves: The Comet Group is part of this revolution with its three technologies

Comet Group Investor Day 2017 19

The growth story accelerates

Mobile + Social Media Era A.I. + Big Data Era

High performance High performance Low Power Innovative display High performance Low power Cost-effective scaling Advanced display

2000 2010 2017 2020 and beyond

Development potential

Source: AMAT

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Digital agenda set up to innovate on all levels

  • f the organization

Comet Group Investor Day 2017 20

The growth story accelerates

Smart Factory Smart Products Smart Processes

Methods, Technology, Tools People & Culture

Comet Group

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Smart products & services IXM:

  • Smart EVO
  • iVario

IXS:

  • Cheetah EVO
  • Cougar

EVO

Digitization & Digitalization: Projects already ongoing in three key areas

Comet Group Investor Day 2017 21

The growth story accelerates

Smart factory In Flamatt:

  • Multi-shuttle

logistics in FLA

  • Automation:

linking inventory, production and controlling (SAP)

  • Automated

collection and processing of test data Smart processes

  • Smart Lab for

PCT R&D

  • Automation in

production processes

  • CRM and BI

Toolset

  • Full rollout of

Jira/Confluence

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Smart product example: Pilot demo platform for predictive maintenance

Comet Group Investor Day 2017 22

The growth story accelerates

More details in breakout session

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Smart process example: Automation in Flamatt

Comet Group Investor Day 2017 23

The growth story accelerates

local DB local DB local DB Office

Backend DB Archive DB

Decentralized decision-making already in place for more than 150 machines; Concept to be rolled out to whole production

Machine Lab Machine

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Four focus topics will enhance growth and help set stage for robust growth even beyond 2020

Comet Group Investor Day 2017 24

The growth story accelerates

Digitalization Go-to-Market Speed & Agility Diversification

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Comet Group Investor Day 2017 25

Regional expansion

  • Develop focused

Asia group strategy

(CN, JP, KR, TW)

  • Manufacturing and

engineering in China

  • Intensify IXS market

initiatives in US & EU Applications Explore

  • ebeam applications
  • utside food and

printing

  • RF power outside

semi market

  • Lab One as an

enabler in Silicon Valley Products & Services

  • Expansion of global

service products

  • Develop

high performance RF power solutions

The growth story accelerates Projects to expand and diversify business

portfolio on three levels

Overview of selected initiatives

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Comet Group Investor Day 2017 26

Enabler

  • Fexible & digitalized

customer workflows with perfect fit with or to our business

  • Digitization of field

assets

  • Service case

management

  • Solution & knowledge

management

The growth story accelerates Diversification: Yxlon smart service products

covering the whole system life cycle

Example

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Four focus topics will enhance growth and help set stage for robust growth even beyond 2020

Comet Group Investor Day 2017 27

The growth story accelerates

Digitalization Go-to-Market Speed & Agility Diversification

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Speed & Agility – Customers want ever faster development and time-to-market

Comet Group Investor Day 2017 28

The growth story accelerates

As product development cycles become shorter and shorter, the game has changed from yield maximization to yield ramp.

Ronen Benzion, VP and GM, AMAT Process Diagnostics and Control

Comet to increase agility and speed on four levels Leadership Culture Processes Competencies

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Speed & Agility: Setting up a smart RF power lab will shorten test times

Comet Group Investor Day 2017 29

The growth story accelerates

Smart Lab

Real time data processing and analysis Dedicated local area network (LAN), data server for big data 1:1 testing of RF power solutions Remote testing from all over the world 24/7 Flamatt Example on process level

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Four focus topics will enhance growth and help set stage for robust growth even beyond 2020

Comet Group Investor Day 2017 30

The growth story accelerates

Digitalization Go-to-Market Speed & Agility Diversification

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Go-to-Market - Enabling more powerful market presence and access for new applications

Comet Group Investor Day 2017 31

The growth story accelerates

Market access Cross- selling

ebeam X-ray RF power Lab One Exploit growing potential in China Marketing automation Webinars Social media

Customer centricity

Lead

management

CRM integration Digital footprint Whitepapers Pricing and discount management

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Enabling faster collaboration with partners across technologies

Lab ONE: Innovate. Implement. Accelerate.

Comet Group Investor Day 2017 32

The growth story accelerates

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Our four accelerators for growth beyond 2020

Comet Group Investor Day 2017 33

Digitalization Go-to-Market Speed & Agility Diversification

Smart factory Smart processes Smart products & services Cross-selling (Lab One) Market access Customer centricity Regions Applications Products & Services Leadership Culture Processes Competencies

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Let’s take a closer look to strategic updates of

  • ur segments

Comet Group Investor Day 2017 34

The growth story accelerates

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Comet Group Investor Day 2017 35

RF power business

*The presentation will be available on our website: www.comet-group.com

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Comet Group Investor Day 2017 36

X-ray business

*The presentation will be available on our website: www.comet-group.com

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Comet Group Investor Day 2017 37

ebeam Technologies

*The presentation will be available on our website: www.comet-group.com

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Comet Group expects further strong growth and should already achieve 2020 targets in 2019

Comet Group Investor Day 2017 38

Summary

Growth to be accelerated based on enhanced growth engine with four additional levers

  • Comet to continuously

generate value-added despite investments in new applications, capacity and technology

  • All segments will

contribute to top line growth

  • M&A to complement

capabilities

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Thank you!

Comet Group Investor Day 2017 39