annual report 2017 annual report 2017

218 Pages·2017·3.66 MB·English

A N N U A L
R E P O R T 2 0 17
INDUS
Holding
AG

CONTENTS
1
C O N T E N T S
C O M P A N Y A N D
[2]
S H A R E H O L D E R S

S U S T A I N A B I L I T Y
[22]

C O M B I N E D
[44]
M A N A G E M E N T
R E P O R T

C O N S O L I D A T E D
[104]
F I N A N C I A L
N
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TI S T A T E M E N T S
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A
– V
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FILE F U R T H E R
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— P [158]
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01
2 I N F O R M A T I O N
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INDUS Holding AG
Magazine 1/2018
C O N T E N T S
[1] EDITORIAL
[2] 2030 – MEGATRENDS [8] GROWING SUCCESSFULLY
[12] INDUS PORTFOLIO COMPANIES How the future will change
the INDUS Group portfolio.
AROUND THE WORLD
[18] FUTURE OUTLOOK INDUS and its portfolio companies use megatrends and
the new digital possibilities to continue their sucessful
[27] INDUS TICKER 2017 development. An important factor in this are acquisitions
in the “right” industries and investments in products and
technologies.
[14] NET WORKED FOR
NEW MOBILIT Y
A group of companies are developing
systems for the eBus of the future.
With the emissions scandal and the discussions about driving
bans in metropolitan areas, the topic of e-mobility has
currently become the focus of attention once again. For the
cooperation project of four of INDUS’ portfolio companies, this
can only be of advantage.
“…MAYBE UNIQUE
[20]
IN THIS FORM.”
Four perspectives from the
Board of Management
The experience of the holding company is just as important
to the portfolio companies as the funds they potentially have
access to. The four members of the Board of Management
complement each other perfectly and positively put their
know-how at the portfolio companies‘ disposal.
The INDUS Holding AG app allows you to
access virtual content on pages with this
symbol. Choose the “Augmented Reality” [22] THERE IS NO BLUEPRINT
function in the app and hold your mobile
phone camera over the pages with the
symbol. You may incur costs from your FOR PROGRESS
mobile phone service provider if you are
not connected to a wireless network.
Today, progress is placing corporate
Please scan QR code for a direct link to the concepts under particular scrutiny.
I NDUS app:
To Stephan Gemkow, Chairman of the Haniel Board of Management,
the key term to securing entrepreneurial sustainability is „agility”.
Developing this trait is an important task – especially for companies
rooted in tradition.
[IN]spiring progress Magazine 01/2018 1
JÜRGEN ABROMEIT
Chairman of the
INDUS Holding AG
Board of Management
E D I T O R I A L
Dear Readers,
“2030 is still a long way off, but by then we’ll have everything under con-
trol.” Wrong! The times when a company could be successful by taking this
attitude are definitely over. Tomorrow, somebody somewhere might have
what seems like an insignificant idea which, in the blink of an eye, turns an
entire business sector upside down.
In the insurance and banking sector we can see this playing out in live before
our eyes: overnight the media was full of reports about fintechs and crypto
currencies. The questions we ask ourselves are: how will the major players
set about integrating these ideas from the bright new upstarts in their busi-
ness models?
But let’s instead take a moment to consider our own field, the [ INDUS]trial
sector. Machine components built by 3D printers, moving around in driver-
less, environmentally friendly vehicles; operating remotely on patients on
operating tables 20,000 kilometers away – these are just three doors into a
world which is currently opening up for our SME portfolio companies. This
is not a threatening world but an exciting world full of opportunity. And if
we take time to look at it realistically, the decision to exploit these opportu-
nities is not a courageous decision but it is a smart one. This is because the
future will not wait its turn. And at this point, my promise to our portfolio
companies is that we will continue to assist you in exploiting this future.
We provide support in the form of ideas, knowledge and financial power –
all fully in accordance with your own requirements. And my m essage to
employees is that we will take you with us as we make our way into the
unknown.
I hope you enjoy reading this
magazine. Jürgen Abromeit
2 INDUS Holding AG
2030
NEW SECTORS ARE SHAPING
THE ECONOMY
Industrial companies – whether in
the automotive or engineering sec-
tors – are software-driven to a high
degree. The future is being created
virtually and production is even able
to deliver very small, customized
batch sizes in automated manner.
Population growth, urbanization and
the high-level of mobility are driving
growth, in particular in infrastructure-
related markets. These include roads,
airports, telecommunication, sewage
systems, energy supply – and those,
who have positioned themselves
correctly in these areas, will be
among the winners.
[IN]spiring progress Magazine 01/2018 3
4 INDUS Holding AG
[IN]spiring progress Magazine 01/2018 5
2030
ENERGY AND RESOURCE
EFFICIENCY IS STANDARD
Current resource issues and the
direction of policy-making with
its focus on sustainability in the
second decade have led to a boom
time today for the environmental
markets. German environmental
technology is in demand and, in the
area of energy technology, German
companies are making an impact
globally with their innovative
solutions. The sector covering the
GreenTech area employs 2.7 mil-
lion people – an increase of more
than one million compared two
decades ago.
6 INDUS Holding AG
2030
HUGE DEMAND FOR PEOPLE
WITH IDEAS
Despite the high level of technology in
processes, the ideas behind this continue
to come from people. Many of them are
IT specialists, others develop security
solutions, and others produce using
what are now established procedures
such as additive manufacturing. In the
two million new jobs in the health
sector, many are doing their bit to ensure
that society can cope with the demands
of the demographic change.