Datwyler as an investment

Markets

Leading positions in attractive markets with long-term growth drivers and very high entry barriers (Healthcare, Mobility, Connectivity, General Industry, Food & Beverage).

Products

Clear focus on system-critical elastomer components with a significant contribution to the functionality and quality of the end products at a very low share of the total cost of customer systems.

Customers

Long-standing, close customer relationships with global market and innovation leaders generate recurring stable revenue. Some 60% of Datwyler’s revenue is generated with consumable components for customers in the healthcare and food & beverage markets, which are low cyclical and grow long term.

Competencies

High customer value and added value based on recognized core competencies in solution design, material know-how and product industrialization as well as co-engineering, innovative strength and global presence lead to high potential switching costs for customers.

Synergies

Datwyler’s business model enables high synergies and thus competitive advantages through overarching R&D, materials expertise and solution design, through uniform production and IT systems, and through central procurement of similar raw materials and production equipment.

Investment

A global investment program in infrastructure has been implemented, and the focus is on profitable organic growth through scaling of the business model.

Acquisitions

Strategic acquisitions were made to optimize the market and product portfolio and complement the Datwyler business model.

Dividend

Target of continuously increasing dividend with payout >40%.

Growth objectives

Medium-term objectives in a normal operating environment: Annual revenue growth in the higher single digit percentage range, EBIT margin 17% plus, continuous increase in cash flow, net leverage (net debt/EBITDA) <1.5.