Innovation A Novelis Perspective. Mike Thomas Global Technology Leader ICAA-10 Vancouver July 10, 2006

Transcription

1 Innovation A Novelis Perspective Mike Thomas Global Technology Leader ICAA-10 Vancouver July 10, 2006

2 Novelis Worldwide Footprint North America Europe Revenues: $3.0Bn Revenues: $3.1Bn Novelis Revenues $7.8 Bn Shipments 2,785 kt 34 plants / 4 continents First Mover Advantage South America Revenues: $0.5Bn Revenues: Asia $1.2Bn * Rolled products shipments only. Financial and shipment figures based upon 2004 data. 2

3 High-end, Diversified Product Portfolio Novelis Sales by Market Other Transportation 15% 4% 36% Beverage Foil / Packaging 21% 24% Construction/ Industrial *2004 data 3

4 Global Leader in Rolled Aluminum 2004 Global Aluminum Rolled Products Production 100% = 14,977 kt Top 4 = 48% 20% Novelis #1 rolled products supplier worldwide Others 52% 6% 6% Alcan 16% Alcoa Norsk Hydro Leader in: Can, auto, foil markets Rolling technology Continuous casting technology Recycling Source: CRU, based on production data. 4

5 An Innovative Mindset 5

6 Novelis Perspective on Innovation 6

7 Maturing Markets Maturing Markets kt Flat Rolled Products Demand in North America 1.6% 1.6% 1.6% 3.2% 9.1% CAGR 12.5% -0.1% CAGR (N-A): 0.9%

8 The Innovation Challenge Rigorous pursuit of substitution opportunities coupled with rejuvenation of the products we make today Substitution Based on the intrinsic attributes of aluminum plus innovative product/process solutions Rejuvenation Based on innovative product/process solutions 8

9 The Value of Aluminum in Cars Reduced Mass Better Fuel Economy Improved Performance Strength & Safety 100% Recycling Less Emissions 9

10 Jaguar XK Novelis is sole supplier of aluminum sheet for the new XK advanced aluminum body structure constructed with Novelis technology 10

11 Mercedes Benz S-Class Joint development of innovative material concept aluminum hood reduces risk of injury to pedestrians also aluminum fenders, doors and trunk lid 11

12 Audi Q7 Lead aluminum sheet supplier for Audi s first SUV European operations will supply aluminum sheet to be used for the hood, front fenders and tailgate of the premium SUV 12

13 A Complete Makeover in Just 60 Days 60 days Produce sell consume recover Recycle 13

14 Innovative Packaging 14

15 Rolled Products Innovation toolbox Examples Direct chill casting of multi-alloy packages Surface Engineered Products Enhanced shaped container technologies (advanced forming) 15

16 Focused on Innovation It is clearly a major development, said Adam Rowley, a commodities and mining analyst at Macquarie Bank Ltd in London. Novelis has developed a game-changing technology that simultaneously casts multiple layers into a single aluminum rolling ingot. 16

17 Novelis Fusion Interface Perfect metallurgical bond between alloy layers 17

18 Novelis Fusion in Industrial Production 18

19 A New Generation of Sheet Products 19

20 Surface Engineered Products Decorative finishes - brush/embossed/dichroics Functional surfaces dichroic/embossed products for brand recognition and decoration peelable oxide films for packaging, Active Functional coatings, e.g. wetting characteristics, self cleaning 20

21 Pre-anodized Color Shift Foil Colors generated by optical thin film effects, based on continuous anodising Color changes when viewed at different angles Patterning methods allow double dichroic effect 21

22 Patterned Metal-Oxide-Metal Different interference colors achieved by generating two or more different oxide thicknesses Original oxide : Color 1 Increased oxide : Color 2 22

23 Discrete Feature Embossing 23

24 Peelox: Controlled Peelable Foil Advanced lidding foil for sterilized food products and pharmaceuticals Uses simple heat seal lacquers to bond foil to coated aluminum or plastic container Peel strength and consistency controlled by oxide not lacquer Consumer-friendly EZ Peel lids 24

25 Peelox: Controlled Peelable Foil Peeled anodic film Metal surface - oxide removed 25

26 Shaped Aluminum Bottles OmniCam Linear Necking System 26

27 PRF Process 27

28 PRF Applications PRF provides for a wide range of possible shapes, with embossing features. 28

29 The Innovation Challenge Meeting un-met customer needs Existing toolbox Combinations of technologies New technologies Our competition other materials Steel Plastic Glass Composites 29

30 Innovation Opportunities 30

31 Leading Edge Architecture 31

32 Green Building Total recycled content of domestically produced, flatrolled products for the building and construction market here in the U.S. was 80 85% on average. Approximately 50% of recycled content is from postconsumer sources. End of its long, useful life in your building application, the aluminum content is 100% recyclable. 32

33 LCA Aluminum s Competitive Edge SHREDDING RECYCLING SORTING Life Cycle of the Aluminum Can RETAIL REMELTING CAN MANUFACTURING BAUXITE EXTRACTION ALUMINA REFINING PRIMARY SMELTING INGOT CASTING FABRICATION 33

34 The Innovation Challenge Novelis is committed to providing its current and future customers with innovative and high value solutions Our industry has the advantage of working with a truly superior material that can be adapted to many applications 34

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