ATS Business Model and Strategic M&A Impact
Expanding Presence in Strategic Core Markets
Attractive Markets
Barriers to Entry:
Regulated environments
Technologically intense
Complex processes
Quality critical
Market Dynamics:
Life Sciences: demographics, new treatments,
new ailments, disposables
Food: government regs, quality, demographics
EV: government regs, CO² reduction
New frontiers, factory optimization, digitization
Life Sciences
Food
12
Electric Vehicles
New Frontiers
4
Enablers
INNOVATION
DIGITAL GROWTH
STRATEGIC M&A
$$0
MARGIN
Til
IMPROVEMENT
Differentiated technologies/products
IIOT, serialization, predictive maintenance, real-time
optimization
Strengthen and expand portfolio
Standardization, supply chain, operational leverage,
after-sales services growth, ABM
Targeting attractive markets with high barriers to entry and strong secular growth driversView entire presentation