Our Vision - Brighter Futures with the Power of Light.
Investor Relations Presentation I May 2024
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Disclaimer
This presentation can contain forward-looking statements that are based on current expectations and certain assumptions of the management of the Jenoptik Group. A variety of known and unknown risks, uncertainties and other factors can cause the actual results, the financial situation, the development or the performance of the company to be materially different from the announced forward-looking statements. Such factors can be, among others, geopolitical conflicts, pandemic diseases, changes in currency exchange rates and interest rates, energy supply, the introduction of competing products or the change of the business strategy. The company does not assume any obligation to update such forward-looking statements in this document in the light of future developments.
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Agenda
Company overview
Strategy & markets
Divisional set-up
Results Q1/2024 and outlook
Appendix
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Jenoptik at a glance - a leading globally operating photonics group
1991
>80
>4,600
~1.4bn1
Fiscal year 2023
1.07 billion 19.7
Jenoptik Investor Relations Presentation
Year of foundation
Represented in countries
Employees worldwide
Market capitalization in euros
million euros revenue EBITDA margin in %
1 as of 6.5.2024
Our Mission
The Leading Light
In the Application of
Photonics
Focus on three core markets
- Semiconductor & Electronics
- Life Science & Medical Technology
- Smart Mobility
4
Addressing multiple mega-trends with our strong photonics expertise
We enable the digital age | We enable modern communication |
We drive life science | We make roads and cities safer |
and healthcare development | |
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Delivering high-qualityphotonics-based products and solutions…
Semiconductor &
Electronics
Optics, Micro-optics Precision components Equipment for measuring and testing optics (gold standard)
~65%1
Life Science &
Medical Technology
Diode lasers
Microscope cameras
Imaging solutions
Optical components
~15%1
Smart Mobility
Equipment for traffic surveillance Software
Service to full operation
~10%1
…to enable our customers to produce efficiently and to contribute to health, resource conservation
and climate protection | 1) Share of total group revenue 2023 (rounded) |
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Strategy & markets
Focus on profitable organic growth by leveraging well established growth platforms
- Profound portfolio transformation largely completed; NPC segment: strategic plan remains unchanged
- Continue successful "grow share of wallet"-strategy with market leading OEM's
- Realize growth opportunities in new application areas and regions
- Enhance customer orientation and efficiency by simplifying organizational structures
- Execute on capacity expansion to support organic growth
Jenoptik Investor Relations Presentation
Mid-term profile
Continue to grow revenue share
with key customers to >50%
Average high-single digit organic revenue growth
Continuous expansion of
profitability
8
Significant share of revenue generated in our attractive three core markets
Jenoptik development (million euros) | ||||||
Semiconductor & | Life Science & | Smart Mobility | ||||
Electronics | Medical Technology | |||||
1.066 | ||||||
685
Core businesses
- Growth of core markets >GDP growth
- Differentiation through our core technological competences in optics & photonics
- Leveraging existing deep customer relationships
- Resilience to end-market fluctuations by focussing on both cyclical and non-cyclical industries
20162023
14.2% EBITDA 19.7%
Deploying core competences to attractive markets to enhance shareholder value
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Strong value proposition:
Leading photonics expertise combined with strong customer relationships
Customer access / relationship
Joint R&D | Shared R&D | Designed-in | ||
programmes | roadmaps | solutions | ||
Technology
Application | Industrial | Manufacturing | ||
manufacturing | ||||
excellence | capacity | |||
know how | ||||
Evolution
Supplier | Joint R&D projects | Joint roadmaps | Joint ecosystem (Partner) |
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Disclaimer
Jenoptik AG published this content on 17 May 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 17 May 2024 12:56:01 UTC.