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ADHESIVE TECHNOLOGIES Shape. Accelerate. Outperform. Henkel Investor & Analyst Day 2019

Henkel Adhesive Technologies Investor & Analyst … › resource › blob › 959464 › 79e1104c0610...Global scale Henkel Adhesive Technologies 14 Global market leader with strong

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Page 1: Henkel Adhesive Technologies Investor & Analyst … › resource › blob › 959464 › 79e1104c0610...Global scale Henkel Adhesive Technologies 14 Global market leader with strong

ADHESIVE TECHNOLOGIESShape. Accelerate. Outperform.Henkel Investor & Analyst Day 2019

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This information contains forward-looking statements which are based on current estimates and assumptions made by the corporate

management of Henkel AG & Co. KGaA. Statements with respect to the future are characterized by the use of words such as “expect”,

“intend”, “plan”, “anticipate”, “believe”, “estimate”, and similar terms. Such statements are not to be understood as in any way

guaranteeing that those expectations will turn out to be accurate. Future performance and results actually achieved by Henkel AG &

Co. KGaA and its affiliated companies depend on a number of risks and uncertainties and may therefore differ materially from the

forward-looking statements. Many of these factors are outside Henkel’s control and cannot be accurately estimated in advance, such

as the future economic environment and the actions of competitors and others involved in the marketplace. Henkel neither plans nor

undertakes to update any forward-looking statements.

This document includes – in the applicable financial reporting framework not clearly defined – supplemental financial measures that

are or may be alternative performance measures (non-GAAP-measures). These supplemental financial measures should not be viewed

in isolation or as alternatives to measures of Henkel’s net assets and financial positions or results of operations as presented in

accordance with the applicable financial reporting framework in its Consolidated Financial Statements. Other companies that report or

describe similarly titled alternative performance measures may calculate them differently.

This document has been issued for information purposes only and is not intended to constitute an investment advice or an offer to sell,

or a solicitation of an offer to buy, any securities.

Disclaimer

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We provide our customers with high-impact solutions…

▪ …enabling new designs, driving efficiencies and solving problems

▪ …high performance and low cost impact

▪ …customized for thousands of different applications

▪ …setting standards and specifications

▪ …with high customer proximity

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▪ Global market leader for adhesives, sealants and functional coatings

▪ Long trusted partnerships with >130,000 customers

▪ Customer centric organization with >6,500 customer-facing experts and >2,400 scientists

▪ Global footprint along the value chain

Henkel Adhesive Technologies

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Business model and competitive advantage

Leverage across

differentindustries

Expert teams with high customer proximity

Customer access

Strong partner network

Value creation with high-

impact solutions

Broadest technology portfolio & innovation

Global scale

Henkel Adhesive

Technologies

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Strong portfolio serving attractive markets and applications

Business areas cover all industries Focus on most attractive applications

Packaging & Consumer

Goods

Consumer, Craftsmen &

Building

Transport and Metal

Electronics

GeneralIndustry

Countries

Ap

plic

atio

ns

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▪ Balanced and robust portfolio

▪ Broadest regional coverage

▪ Non-cyclical versus cyclical mix

▪ Customer and application mix

▪ Continuous reallocation and adjustment of structures

Strong portfolio

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Henkel Adhesive Technologies

Business Model Strong portfolio

Leverage across

differentindustries

Expert teams with high customer proximity

Customer access

Strong partner network

Value creation with high-

impact solutions

Broadest technology portfolio & innovation

Global scale

Henkel Adhesive

Technologies

Packaging &

Consumer GoodsConsumer, Craftsmen

and Building

Transport

and MetalElectronics

General

Industry

Well positioned for sustainable and profitable growth

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Proven track record

2013 2016 2019

Substantial value creation for our customers

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▪ Leverage the megatrends

▪ Accelerate growth opportunities through innovation

▪ Further scale and enhance business model enabled by digitalization

▪ Foster an agile organization

Priorities moving forward…

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Leveraging megatrends…

ConnectivityEnabling new functions and design

MobilityAccelerate industry transformation

SustainabilityShaping the circular economy

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3D Printing#innovation Innovation Center

…and accelerate through innovation

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Digitalization: Enabler to increase competitive advantage

Leverage across

differentindustries

Expert teams with high customer proximity

Customer access

Strong partner network

Value creation with high-

impact solutions

Broadest technology portfolio & innovation

Global scale

Henkel Adhesive

Technologies

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▪ Global market leader with strong portfolio serving attractive markets

▪ Business model with sustainable value creation

▪ Proven track record to perform in a volatile environment

▪ Clear strategy and priorities moving forward

▪ Well positioned to further create value for our customers and generate sustainable, profitable growth

Key take aways

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Thank you!