SANDVIK MINING AND ROCK SOLUTIONS SANDVIK CAPITAL MARKETS DAY 2022
HENRIK AGER
PRESIDENT MINING AND ROCK SOLUTION
1
SANDVIK MINING AND ROCK SOLUTIONS
REVENUES
ADJ. EBITA MARGIN
EMPLOYEES
~41bn SEK
21.1%
~16,000
CUSTOMER SEGMENTS
Gold
Electrification metals¹
Other2
DIVISIONS
SANDVIK MINING AND ROCK SOLUTIONS
MECHANICAL
LOADING
CUTTING
& HAULING
DIGITAL MINING
PARTS
TECHNOLOGIES
& SERVICES
ROTARY
ROCK
DRILLING
TOOLS
UNDERGROUND
SURFACE
DRILLING
DRILLING
GROUND
SUPPORT
2
PRODUCT OFFERINGS
Aftermarket
Equipment
Mining
Infrastructure
Bulk
Electrification Metals: Nickel, Copper, Zink, Lithium, Cobalt
2 Other: Diamonds, other metals, other minerals
GEOGRAPHY
AMERICAS
~30%
EMEA
~30%
ASIA PACIFIC
~40%
DEMAND DRIVERS OF GROWTH IN MINING
GROWING GLOBAL
MIDDLE CLASS
GLOBAL MIDDLE CLASS
NUMBER OF BILLIONS
+4.0%
3.7
2.5
1.7
2010
2020
2030
DIGITAL AND SUSTAINABILITY
SHIFTS
IDENTIFIED DRIVERS
High demand for automated solutions
Increased focus on digitalization
Rapid demand growth for electrified equipment
Gradual shift underground
HIGH DEMAND OF
ELECTRIFICATION METALS
EXPECTED GROWTH RATES
2021-2025
Nickel5.3%
Copper4.8%
Zinc1.9%
Lithium & Cobalt
18.1%
UNDERLYING MINING PRODUCTION GROWTH OF 3-4% PER YEAR EXPECTED UNTIL 2025
Source: PEW Research Center, United Nations, Brookings Institute.
Note: Excludes impact from Covid Pandemic.
3
5 STRATEGIC SHIFTS FOR SMR
FOCUS ON HIGH GROWTH UPSTREAM HARD ROCK
Target growth in gold and electrification metals
SHAPE THE SUSTAINABLE UNDERGROUND MINE OF THE FUTURE
Lead development of underground sustainability and productivity solutions in electrification, automation, digitalization
TAKE LEADING POSITION IN SURFACE DRILLING
Take leading position by 2030 in surface drilling
BECOME CUSTOMER
1ST PERFORMANCE PARTNER
Build Customer 1st partnerships through performance-based commercial offerings and superior basic and advanced services
BUILD HIGH PERFORMING, AGILE ORGANIZATION
Safe, sustainable and agile operations is our number one priority
4
WE MAKE THE SHIFT
DIGITAL SHIFT
Acquisition of leading mine planning company Deswik
Automation's largest deal ever, 254 MSEK AutoMine® deal with Codelco
Newtrax's largest deal ever with Sibanye-Stillwater for a total value of 155 MSEK
SUSTAINABILITY SHIFT
Largest active underground Battery Electric Vehicle (BEV) mining fleet in the world
Launching the largest-capacity battery truck for underground mining, TH665B
Up to 50% reduction in fuel consumption with Top Hammer XL surface drill
25-30%lower GHG emissions in 2021 vs 2020, with higher production output
SHIFT TO GROWTH
REVENUE
7 BSEK
FTE
2000
REVENUE
0.6 BSEK
FTE
258
FTE
24
SHIFT TO GROWTH IN SURFACE DRILLING
+60%1 CAGR Order intake for Boom Surface Drilling Equipment
Launch of the new Pantera DP1600i and DR410i
Key reference cases established in ROTARY across the globe
1 CAGR from 2020-2021 for Boom Surface Drilling Equipment.
5
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Disclaimer
Sandvik AB published this content on 29 November 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 29 November 2022 12:06:40 UTC.
Sandvik AB is one of the world's leading manufacturers of machines-tools and industrial tools. Net sales (not including sold divisions) break down by family of products as follows:
- machines and tools for mining and infrastructure (50.6%; No. 1 worldwide): drilling semi-trailers, rock perforation tools, excavators, lifting machines, etc.;
- cutting tools and machine-tools (40.9%): intended for machining metals;
- equipment for rock and mineral processing (8.5%): crushing and screening equipment, fixing tools, etc.
Net sales are distributed geographically as follows: Sweden (1.9%), Europe (24.7%), North America (24.8%), Asia (18.6%), Australia and New Zealand (11.8%), Africa and Middle East (11.6%), and South America (6.6%).