2018 Investor Day · 2019-11-20 · *2013 amount is on a different presentation basis than that of...
Transcript of 2018 Investor Day · 2019-11-20 · *2013 amount is on a different presentation basis than that of...
Mojdeh Poul
Executive Vice President
November 15, 2018
2018 Investor Day Safety & Graphics Business Group
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Agenda: Safety & Graphics Business Group
2018 Investor Day | Nov 15, 2018
Overview
Strategy and business focus
Platforms for growth
Summary
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Our strategic intent
Advancing safety, enhancing environments, improving lives
Advancing safety Improving lives
Creating inspiring and functional spaces with high performance material solutions
Enhancing environments
Applying science to create higher performing safety solutions
Applying science to develop more productive, connected, and sustainable solutions
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2018e sales
$6.8B• Portfolio management
delivering accelerated growth and margin expansion
• Innovation differentiating the core and advancing new connected platforms
Safety & GraphicsAdvancing safety, enhancing environments, improving lives
Helping bring families home safely
Bringing environmental benefits to buildings
Empowering on-brand experiences
Personal Safety
$3.7B
Transportation Safety
$1.0B
Commercial Solutions
$1.8B
Roofing Granules
$0.3B
Enhancing productivity
Advancing worker safety
Simplifying cleaning with high performing materials
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475K global deaths due to work-related respiratory diseases
WSH Institute
Respiratory Protection
Increasing focus on global safety regulation advancement
250M workers exposed to dangerous noise levels
IOSH 2018
39% of U.S. construction deaths are fall-related
US DOL 2016
Crashes cost most countries 3% of their GDP
World Bank
1.25M deaths annuallyWorld Health Organization
Strong
Improving
Weak/Emerging
Standards & Enforcement
Transportation Infrastructure
Fall Protection
Hearing Protection
Transportation Infrastructure
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Advancing safety with science-based standards and training
Enabling our customers to mitigate safety risks
Delivering industry and technical expertise
Developing science-based standards
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Portfolio management delivering strong business results
Noisemonitoring
TollingPrescription
eyewear
Library systems
20182015
License plate
fabrication
2016
Identity management
Electronic monitoring
~300bps margin expansion
4%
5%
3%
5%
7%
2013* 2018e
2017
22%
25%
20%
24%
28%
2013* 2018e
~100bps organic growth acceleration
Ac
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isit
ion
sD
ive
stit
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s
*2013 amount is on a different presentation basis than that of 2018; see 2018 Investor Day Appendix presentation for additional information.
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Creating an integrated, highly relevant safety business
• Enhancing market segment relevance with expanded offering
• Solidifying leadership position in safety
• Boosting new product innovation and connected solutions
Utilities and Construction Public SafetyConfined Space
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Accelerating the core and advancing connected platforms
Core
High contrast pavement markings
Emerging
Self-contained breathing apparatus
High spectral reflectance granules
3M Connected Roads
3M Connected Safety
Systems and hard goods
Films
Non-woven materials
Premium films
Accelerating
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Building the 3M Connected Safety platform
Providing data-enabled safety solutions to our 500M+ installed base of workers worldwide:
• Situational awareness and safety assurance
• Simplified processes and increased productivity
• Compliance assurance and risk mitigation
Addressing $60B per year in worker compensation costs by U.S. employers2
Reducing the more than 2.4M work-related deaths worldwide per year1
Segment opportunity
$6B
Connected personalprotective equipment
Fall protection & confined space
Respiratory protection
Inspection & asset
management
1 International Labor Organization 2 Liberty Mutual Workplace Safety Index
Hearingconservation
Growing >10%
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Elevating transportation safety with 3M Connected Roads
• Bringing families home safely for more than 80 years
• Innovation optimized for human vision, sensor detection, and digitally enabled infrastructure
o ADAS contrast pavement marking tape addressing major highways (>2M KMs)
o All weather elements addressing secondary roads (>9M KMs)
Optimized for human vision andoptical sensor detection
Digitally enabled infrastructure safety solutions
Segment opportunity
$2BADAS = Advanced Driver-Assistance System
Growing >10%
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Enhancing brand experiences with commercial solutions
Creating inspiring environments:
• Reimagining the transformation of commercial spaces
• Enabling technology for autonomous cleaning solutions
• Innovating digital printing for transit advertising and experience
Segment opportunity
$3BGrowing 2% to 5%
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Sustainability-inspired innovations enabling growth
Energy-saving window films
Landfill-diverting architectural finishes
Water and chemical waste-reducing cleaning solutions
Environmentally-friendly granules
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Summary
Organic local-currency growth
2019 – 2023
3% to 6% • Advancing science-based safety standards and expertise
• Strong business performance building upon our successful track record of portfolio management
• Innovating at the core and developing connected platforms
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