Investor day. November 17, Power business Julio Rodriguez Executive Vice President

Transcription

1 Investor day November 17, 2010 Power business Julio Rodriguez Executive Vice President

2 Power: Business strategic domain Centralized generation Residential Residential Industries Non Residential Transmission Renewable energy plants > 1MW Distribution Data center Commercial and industrial Decentralized distributed generation <1MW 2

3 Power: Business overview Business size Key Channels 7.2bn LTM sales proforma* Low Voltage IS&C #1 worldwide Electrical distribution Panel builder Contractors OEMs 1st channel Other key channels Our offer Geographies Solutions Power Low Voltage 20% 25% 28% 27% Proforma sales* IS&C Final Low Voltage New economies 37% 63% Mature countries Segment responsibility Residential Marine Backbone of solutions for all other segments Proforma sales* * Estimates subject to changes. Final split between Power and Energy to be finalized. 3

4 Best-in-class offers for buildings & industrial plants Wiring devices Voice Data Image Life Space Controls Cable Management Systems Busways Enclosures Molded case breakers Building Plant Main Switchboard Miniature Circuit Breaker Air Circuit Breaker Floor/zone switchboards Power monitoring Power factor correction Power meters 4

5 Best-in-class offers for living space Final Distribution Panelboard, Miniature circuit breakers, Contactors, Protection for photovoltaics Wiring devices Life Space controls: lighting, presence, temperature controls etc. Door entry systems Home network connectivity 5

6 Best-in-class offers for renewable energy PV power plants Wind power plants Array boxes Tracking systems Switchgear and Circuit Protection Off-grid & back-up Inverters & Chargers Multi source management Grid connection substation Similar offer to PV Power plants (OEM Wind inverters) Buildings Power Conversion substation Similar offer to PV Power plants Inverters Supervision and monitoring (incl. metering) Engineering & consulting Maintenance and operation Inverters Distribution Panels Residential 6

7 Our business benefits from favorable market drivers Global Market Drivers Regulations and energy cost drive accelerating demand for energy efficiency Smart Grid means new opportunities New economies: Huge needs for electricity supply, safety and reliability Business Specific Drivers The green push New expectations from end-user Connectivity everywhere Growing middle class looking for better life quality Compliance with regulations Carbon footprint Measure and trace power consumption Add renewable sources of energy Electrical vehicle charging infrastructure Load control Efficient home Need simple and integrated solutions to regulate energy usage Wireless installation and connection Need for more safety and simplicity Need for local offer adapted to new economies 7

8 The Power of a global leader Leader of the diffuse market Global reach the next follower Network Broadest network of strong distribution partners E-shop Capability to manage channel mix Best-in-class products One country one norm Strong brand Leader in innovation Design and ergonomic products for offices and living space Knowledge of norms in each country Local adaptation tuned for the need and habits of each country Footprint Prescription Home automation Presence in 1 point of sale over 2 in the world >15,000 points of sale in total Simple solutions for the diffuse market Strong specifier network of engineering companies Value-added resellers with simple pre-engineered application packages (lighting or HVAC control, simple access control) Smart solutions for residential customers 8

9 Home automation enabled by a simple integrated solution to manage energy at home This slide has been omitted 9

10 We innovate to bring integrated solutions to our customers Backbone Solutions capability Global leader in power monitoring, backbone for all group businesses Seamless integration into other business solutions with Link users Innovation to smart for grid the smart grid Demand side End-user management enabled by knowledge power monitoring solutions, and the link to the Energy business supply side solutions Link efficient homes to the grid Low voltage everywhere Solutions Solutions with focus on energy efficiency solutions Renewables Integrated solutions for photovoltaic solar farms and for buildings Best-in-class products for wind and hydro markets Advanced services Advanced energy services Installed base services Electric cars Electric vehicles charging infrastructure 10

11 Power is a key support for integrated solutions for an operating theatre (hospital) This slide has been omitted 11

12 Solutions for renewables: Turnkey Photovoltaic Plant in Puglia Il Primo Project - AES Solar Italy This slide has been omitted 12

13 Power: solid base for growth Best-In-class product leadership and strong brand image Diffuse channels and strong penetration in all end segments Seamless integration with all Schneider Electric businesses for solutions Customer proximity Energy Efficiency Smart Grid New economies Develop solutions with focus on Energy Efficiency and main market segments Focus on service capabilities Drive innovation Develop renewable projects Leverage our offer and strategic position on Energy (Response) and Power (Demand) to offer a complete solution Increase exposure to new economies and accelerate global footprint Speed of local adaptations with R&D centers in China, India and Mexico Global leadership Best-in-class diffuse model Backbone for integrated solutions 13

14 Help people make the most of their energy