Fire Suppression Investor Overview

Transcription

Fire Suppression Investor Overview
Fire Suppression Investor Overview
George Oliver
President, Safety Products and
Electrical & Metal Products
David LeBlanc
Director, New Product Introduction
J ne 23
June
23, 2009
Agenda
ƒ Overview of Fire Suppression
ƒ Technology as a Growth Enabler
ƒ Technology Solutions
ƒ Product Demonstrations
1
Fire Suppression Overview
Water Segment (FY08 Revenue $545M)
Mech Non-Fire Non-Res Sprinkler
Mech Fire
Residential
Non-Fire
Chemical Segment (FY08 Revenue $508M)
Portables
Engr Sys
Pre-Engr Sys
Foam
Fire
FY08 Revenue by Product Line
Engr Sys
12%
Foam
11%
FY08 Revenue by Geography
Non-Res
Sprinkler
19%
Asia-Pacific
9%
US
45%
Residential
6%
Other
7%
Portables
16%
Pre-Engr
9%
Mech
Non-Fire
10%
Mech
Fire/Vlvs
10%
EMEA
38%
Latin America
4%
Canada
4%
2
1
Fire Suppression at a Glance
EMEA Mkt. Size: $1.5B
Addressable: $1.3B
FY08 Sales = $389M
Amer. Mkt .Size: $2.5B
Addressable: $2.0B
FY08 Sales = $564M
A-P Mkt. Size: $1.7B
Addressable: $700M
FY08 Sales = $100M
Americas
Main offices in Lansdale, PA
and Marinette, WI
ƒ 23 Dist. Branches
ƒ 4 Mfg Plants
ƒ 1725 employees
Asia Pacific
Main offices in Singapore and
Shanghai
ƒ 5 Dist. Branches
ƒ 2 Mfg Plants
ƒ 275 employees
EMEA
Main offices in UK and
Netherlands
ƒ 15 Dist. Branches
ƒ 9 Mfg Plants
ƒ 1200 employees
15 Manufacturing Plants, 43 Branches, 3,200 employees
3
Key Markets, Channels & Competitors
Key Industries
Commercial
Residential
Storage
HVAC/Plumbing Food Service
Mining
POG
Marine
Biggest Customers/Distributors
HD Supply
Ferguson Fire Williams Fire
Windustrial
Multimon
Reda
FirePro
Qatar Gas
Major End Users
McDonalds
Suncor
USAF
JW Marriott
BASF
Aramco
PT Freeport
Santa Fe
Key Competitors
Viking
Reliable
Victaulic
UTC
Amerex
Fire Eater
Buckeye
4
2
Bundled Product Solution/Bio Refinery
5
Technology As Growth Enabler
Strategy
ƒ Integrate R&D with customer input to identify gaps
ƒ Use technology to fill gaps with unique, value
added
dd d solutions
l ti
ƒ Influence codes & standards to drive fire protection
requirements towards best technology
ƒ Patent technology to improve margins & extend
commoditization cycle
R&D Investment
($M)
30
ƒ Accelerated R&D spend over last 4 yrs
25
ƒ Maintaining
g near flat R&D investment in
20
15
down FY 09 market
10
ƒ Headcount up with cost down in FY 09
5
0
Headcount
Tot $ Spend
% Tot Sales
FY 05
FY 06
FY 07
FY 08
FY 09F
79
$18.2
1.9%
93
$22.9
2.2%
122
$27.5
2.4%
143
$28.8
2.2%
~162
~2.4%
driven by off-shoring strategy
Enhanced Capability at Lower Cost with Shanghai & Bangalore COE Strategy
6
3
Fire Suppression R&D Locations
Marinette, WI
Ladenburg, Germany
Cranston, RI
Shanghai, China
Bangalore, India
7
Strategically Aligned Research Laboratories
ƒ Specific purpose laboratories to develop
strategically critical science & technology
ƒ Organic Synthesis Lab established to develop
proprietary chemicals and polymers critical to
the fire fighting foam business
ƒ Future potential research capability targeting
proprietary clean agent molecules
ƒ State of the art distribution &
testing facility
ƒ Strategic partnerships with
approval agencies
ƒ World class training facilities
ƒ Shared resources of chemical,
metallurgical & elastomeric PhDs
Fire Test Lab
Cranston, RI
Organic Synthesis Lab
Marinette, WI
Flow Distribution Lab
Cranston, RI
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4
Revolutionary Design Tool Fluid Delivery
ƒ First analytical method of predicting water
delivery following 140 years of “heuristically”
estimating
ƒ Patented proprietary FDT calculation software
ƒ Sparked a major code change by NFPA
ƒ Allows performance-based designs
Tyco Patented Performance-based Design Method
9
Environmental Solutions Through
Technology
ƒ Water consumption and
groundwater contamination during
fire fighting operations & system
inspection
– Impact on foam formulations
– Impact on suppression system
water requirements
ƒ Impact of agents on global
warming & ozone depletion
– Ban or restrictions on many
clean agents
g
ƒ Impact of agents on people
exposed to discharge
– Agents need to be safe for both
the environment and people
Banned or Usage Restrictions
Growing environmental & health considerations driving innovation
10
5
Preparing for a Greener Fire
Suppression Future
ƒ Generates extremely small water
droplets capable of extinguishing
high challenge fires
ƒ 100% safe for people and the
environment, using only water
and Nitrogen
ƒ Platform technology with a wide
range of potential future
applications
pp
under development
p
ƒ Technology proprietary to Tyco
Fire Suppression & Building
Products
Each AquaSonic atomizer is capable of
producing enough surface area out of 1.5
gallons of water to nearly cover an entire
Olympic sized soccer field every minute!
11
Aircraft Fire Solution
ƒ Aircraft cargo container fire
extinguishing system developed
for express delivery carriers
ƒ To be fitted on 250 aircraft
12
6
Technology Solves Problem with Henny
Penny Fryer for KFC & Others
HP Nozzle Assembly Mounted on Appliance
Mono Lift
Dual Lift
Nozzle Kits
13
Restaurant System Innovations
Flexible Conduit
Components
Nozzle
Protection
Flexible
connection
ƒ Patent Pending
ƒ Ease of Installation
ƒ Replaces components that we do not sell
14
7
Rapid Response Sprinklers Mitigate Structural
Collapse in Light Weight Construction Fire
ƒ Results indicate that unsprinklered
structures fail in less than 10 minutes
(d
(danger
tto occupantt and
d firefighter)
fi fi ht )
ƒ Structures fitted with fire sprinklers did
not fail
Unsprinklered Basement
ƒ Supports residential code initiative
Floor Collapse –
10 min fire exposure
15
QuellTM Technology
Allows the fire to operate a
target number of heads to
“Surround” the fire
Discharges a significant volume
of water from these operated
sprinklers to “Drown” the fire
Integrated, Patented Solution
16
8
Demonstration Agenda
ƒ Double Interlock Preaction Fire Demonstration
– Highlights the convergence of multiple proprietary technologies to solve fire protection
challenges
ƒ High Expansion Foam Fire Demonstration
– Highlights the value of integrating the Water Based and Chemical Fire Protection Segments
ƒ Mechanical Demonstration
– Following a discussion on the labor cost and cycle time savings associated with the use of
grooved vs. welded or other piping connection methods, highlights a secondary benefit of
growth – lower vibration and a less noisy piping system
ƒ Spray Distribution Demonstration
– Highlights the range and breadth of the types of products developed in the Cranston R&D
f ilit
facility
ƒ Residential Fire Sprinkler Video Demonstration
– Demonstrates the effectiveness of RapidResponse™ sprinkler technology in controlling typical
residential fires
ƒ Flashover Fire Demonstration
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– A rare opportunity to observe the complete evolution of a typical residential fire from ignition
through rapid growth and ultimately “flashover”. Illustrates the very short time that a fire can
reach the dangerous and life threatening condition of flashover in an unsprinklered structure
Q&A
9