Transcript Powertech Industrial Powertech Investors Relations Day – 9

Powertech Industrial
Powertech Investors Relations Day – 9 February 07
Pierre Nothard, CEO
Group Structure
Industrial Group
R 434 m
63%
17%
10%
10%
Strike
Group Products
Manufacture
& Market
Electrical
Products for the
Building
Industry.
Manufacture & Market
Electrical & Thermal
Insulation Materials to
Industry.
Market Process Control &
Automation Equipment to
the Manufacturing and
OEM Industries.
Manufacture
& Market
Electrical
Metering &
Protection
Products and
Services.
Domestic &
Commercial
Switches &
Sockets.
Cellulose Based Insulation
Materials.
Omron Range of Industrial
Control Components.
(Relays, Timers, Sensors)
Energy Meters.
Circuit Breakers.
Conduit.
Lighting.
Home
Automation.
Enamel Covered Copper
Wire.
Flexible laminates.
Resins and Varnishes.
Factory Automation
Products
(PLCs, HMIs and Invertors).
Electrical Protection
Relays.
Surge Protection
Equipment.
Insulation Monitoring
and Portable Testing
Equipment.
Crabtree Site Aerial View
SITE AREA
MANUFACTURING AREA
34000 sqm
16400 sqm
Group Markets
Panel
Manufacturers
Wholesalers
Panel
Manufacturers
Systems
Integrators
Contractors
Principal Markets
Residential,
Commercial
and
Industrial
Building
Owners and
Tenants
Transformer
Manufacturers.
Food and Beverage
Producers.
Electric Motor
Manufacturers
and Repairers.
Pharmaceutical
Manufacturers.
Furnace
Manufacturers
& Users.
Process Controlled
Manufacturing
Industries.
Manufacturing
System OEMs.
Municipalities.
Utilities.
Electric Motor
Manufacturers.
Industrial
Control Panel
Installers.
Distribution
Electrical
Wholesalers &
Retail
Distributors
100%
Direct to
Market
100%
Wholesalers &
Panel Builders
43%
Direct to Market
57%
OEM’s
80%
Direct to Market
20%
Product Sourcing & Partnerships
Local Development
& Manufacture:
98%
Imports: 2%
Imports: 80%
Local: 20%
Imports: 100%
Local Development
& Assembly: 95%
Imports: 5%
International
Partners
International
Partners
International
Partners
International
Partners
Schrack
Conatel
Galon
Holder
Ningbo
VonRoll
Weidmann
Omron
SIEI
P C Electric
FineTek
R.E.S.
Protecta.
P C Electric
Group, 5 - Year History
15.2%
12.9%
21.7%
2002/3
5.0%
2003/4
2004/5
Revenue
2005/6
Challenges
 Commoditisation: Imports from Low Cost Countries.
 Smaller Organisations: Critical Mass.
 Human Resources: Skills.
Opportunities
 Infrastructure Spend.
 Acquisitions.
 New Products & Services.
Competitive Advantage
 Crabtree
Product Range, aesthetics and quality.
 Strike
Product for local conditions and technical support.
 Powertech Calidus
Some local development and turnkey project management.
 Yelland Control
Product range and specialisation in food and beverage market.
TRIDONIC.ATCO SA
Investors Relations Day – 9 February 07
TRIDONIC.ATCO SOUTH AFRICA
TRIDONIC ATCO SA.
 Tridonic.Atco SA > 50% owned by Powertech and 50%
Tridonic.Atco Austria.
 Suppliers of control gear to the lighting industry\ lighting solutions
 Annual Turn over > RM 80.
 Market Share in SA > 62%.
 Total employees in SA > 20 heads.
 Operations : Head office in JHB , Sales\ distribution Cape Town ,
National sales representation through agents and distributers
TRIDONIC.ATCO SA Customer Base
 National Light fitting manufactures
 Electrical Wholesalers\contractors.
 End users
 Utilities such as municipalities
 Eskom \ DSM.
 C.E.F
 Export markets ,
 China light and power
 Mauritius electrical utilities
 Botswana\Zimbabwe\Zambia\Mozambique\Swaziland.
Competitive Edge
 State of the art products\ magnetic and electronic ballasts ,LED’s,
emergency gear for all lighting applications
 Full technical back-up and service
 Wide product range
 Building Management systems\ etc
 Extensive project experience
 Ability to compete in competitive African markets
 Quality rated product, VE, ENEC, IEC (quality and performance
ratings)
 Strong Branding
 International support.
Opportunities for Tridonic Atco SA
 ESKOM energy saving drive nationally
 The strength of the building industry
 World cup 2010, stadium lighting plus other add on’s
 Gautrain roll out
 Scope for new technologies LED’S etc
A complete range of components
POWER SUPPLY
UNITS
CONTROL GEAR
for high pressure
lamps
EMERGENCY
LIGHTING MODULES
for fluorescent lamps DIGITAL DIMMING
powerCONTROL PCI
powerCONTROL PCI
EM Pro
OM PAK
powerCONTROL PCI
D61
CONTROL GEAR for
fluorescent lamps
LED-MODULES and
CONTROL GEAR
TRANSFORMERS
CONNECTION
TECHNOLOGY
PCA EXCEL
PC PRO T5 LP
spaceLED
TMDD
SLK 3
EM Selftest
PCA ECO
PCE 011
powerLED
strip modules
OMTA
Concut
OMBIS
PC COMBO
modularDIM
PC PRO
LED Spot
TE-DC
Crimping technology
D96
OGLIS
EM Basic
comfortDIM
PC Compact
LED RGB
TE one4all
Contact joint
connector
CAPACITORS
ZRM
Batteries
smartDIM
EC A50
LED Converters
TE speedy
Spring connector
Capacitors
winDIM
With LED, everybody has his own idea
Ligth chains
LED RGB
powerLED strip modules
LED converters
LED Spot
LED controls
LED