metal, electrical and infrastructure industries association
DESCRIPTION
Metal, Electrical and Infrastructure Industries Association. November 2008. The Evolution of the Israeli Water Industry. The Global Water Industry and the Israeli implication Changing the orientation - Phase I Changing the orientation - Phase II Recent results. The Global Water Industry. - PowerPoint PPT PresentationTRANSCRIPT
1
Metal, Electrical and Metal, Electrical and InfrastructureInfrastructure Industries Industries AssociationAssociation
November 2008
2
The Evolution of the Israeli Water The Evolution of the Israeli Water IndustryIndustry
• The Global Water Industry and the Israeli implication
• Changing the orientation - Phase I• Changing the orientation - Phase II• Recent results
3
The Global Water IndustryThe Global Water Industry
4
Huge & Growing Global Water MarketHuge & Growing Global Water Market
Global water intelligence, GE, Source: SAM
6-7%6-7%
10-12%10-12%
Med growth(utilities, basic infrastructure)
High growth )desalination, membrane, security(
Water marketExpected growth rates 2004-2008
8-9%8-9%
$500-600B
$400-450B
$300B
Sem
iconductor
$400B
Cellular
Water
IT
$600-650B
Global markets - size comparison:
TelecomE
quip.
Pharm
a
$200-250B
Biotech
$40B
$400B$400B
5
Water - Market SegmentsWater - Market Segments
65%
25%
10%
Infrastructure(Construction & management)
• Basic equipment (pumps, pipes)
• Construction
• Basic agriculture equipment
• Municipal water utility
management
B230-260$
B80-100$
B35-40$
400B$
Water Technologies
• Water Treatment (municipal, industrial)• Desalination and waste water treatment• Water monitoring and equipment control• Water security
Other
• Consulting and
engineering
• Residential
products
6
Changing the Orientation - Changing the Orientation - Phase IPhase I
7
Israel Water Industry by SectorsIsrael Water Industry by Sectors
Export activity),M 1000$(
45%
27%
13%
8%
8%
4% 2%
Irrigation and
Agricultural
projects & products
400
Valves &
Meters
190
Engineering &
Projects
115
Filters
70
Desalination
Pipes
70
30
Oth
ers
133%
27%
13%
8%
8%
7%
4%
New companiesNew companies Established Established companiescompanies)108 companies(
Water Purification
and Improvement
36
Wastewater Treatment
30
Flow & other control
14
Measurement & Analysis 9
Efficiency improvem
ent
8
Water security
7
Desalin
ation
4
8,000 Employees
8
Israel Water IndustryIsrael Water Industry -- Desalination, Desalination, Irrigation, Sprinklers, Filters, Valves, Irrigation, Sprinklers, Filters, Valves,
ControllersControllers..…..…
9
Changing the Orientation - Changing the Orientation - Phase IIPhase II
10
We have Changed the ParadigmWe have Changed the Paradigm
From From
““We require more – we construct We require more – we construct more”more”
To To
““We require more – we increase We require more – we increase efficiency”efficiency”
11
Israel: Already a Fertile Source of Israel: Already a Fertile Source of Innovative Water TechnologiesInnovative Water Technologies
Unique Position Unique Position Unique Position Unique Position
Global Leadership
Water reuse Desalination Irrigation
Water Management
Source: mia
12
Target SegmentsTarget Segments(B)$
Network Operators End Users
AgricultureResidentialIndustrialDistributionFresh
SourcesDesalinationWaste
Water
Eng. &Consulting
Construction
BasicInfrastructure
Flow control & management
QualityImprovement
EfficiencyImprovement
Management& Operations
Eq
uip
men
t & M
aterials
Services
CustomerActivity
Utility Operators
Engineering & Consulting
Pipes, Pumps, Valves
• Measurement • Control
• Monitoring• Security
• Treatment • Disinfection• Purification
• Use control• Reuse
• Leakage detection & minimization
• Rainfall• Outflow
• Membranes• Chemicals• Nano tech• Disinfection
Heavy treatment
HH efficiency
deviceLVI
PurificationFertilizationTreatment
Agr.
Mgnt.
Basic
Watering
In houseTransfer
POU, POE
Agr. Project
Solution
Providers
Constructors
Automation
Underground
Water
5-8 5
Desalination
Wa
ste W
ate
rp
roje
cts
220-25
12 40-45
5-8
3-5 5
Current
excellence
Future
challengesFV segments
13
Cooperation of all Sectors - NEWTech
Academic Water
Institutes
Government
(Chief Scientist,
Education, special
programs)
Industry
Dedicated CleanTech
VC Funds & Investments
NEWTechNovel Efficient Water
Technologies
Source: mia
14
Recent ResultsRecent Results
15
Israel - Water Start-Up Companies Israel - Water Start-Up Companies (~100)(~100)
Management, 15
Irrigation, 10
Treatment, 51
Desalination, 1
Trasnport, 6
Others, 18
16
Ionics
X20
Acquired by: Whitewater
Israel Water Industry- Latest Israel Water Industry- Latest TransactionsTransactions
Acquisitions in recent years- Global
2004-2006
X 21Acquired by: John Deere
~ X 20*Acquired by: Arison Group X 13
Acquired by: Milestones
Zenon
X22Acquired by: Elron (I.D.B)
(Multiplier EV \ EBITDA)
~X 15*Acquired by: Jain Irrigation
* Estimated
Everpure
X13Acquired by: Pentair
Acquired by: GE
17
Why the program will be a Why the program will be a successsuccess??
• Developed local market, with many years of experience and position as world experts
• Developed export oriented water industry • Entry of new players into the market • Israeli entrepreneurial spirit - capital raising
platform, know-how and experience, reputation
Expertise Entrepreneurship
18
Recommendation to our guests Recommendation to our guests from Italyfrom Italy
J O I N U SJ O I N U S