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    LAND   CH0371153492

LANDIS+GYR GROUP AG

(LAND)
  Report
Delayed Swiss Exchange  -  05/20 11:30:39 am EDT
53.35 CHF   +0.47%
05/06Landis+Gyr Plans Acquisition
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05/05TRANSCRIPT : Landis+Gyr Group AG, Q4 2022 Earnings Call, May 05, 2022
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Half Year FY 2021 Investor Presentation

10/28/2021 | 01:31am EDT

Half Year FY 2021

Earnings Presentation

October 28th, 2021

1 | © Landis+Gyr 2021 | October 28th, 2021 | H1 FY 2021

Disclaimer

Forward-looking Information

This presentation includes forward-looking information and statements, including statements concerning the outlook for Landis+Gyr Group AG and Landis+Gyr group ("Landis+Gyr"). These statements are based on current expectations, estimates and projections about the factors that may affect Landis+Gyrʼs future performance, including global economic conditions, and the economic conditions of the regions and industries that are major markets for Landis+Gyr. These expectations, estimates and projections are generally identifiable by statements containing words such as "expects", "believes", "estimates", "targets", "plans", "outlook" "guidance" or similar expressions.

There are numerous risks, uncertainties and other factors, many of which are beyond Landis+Gyrʼs control, that could cause Landis+Gyrʼs actual results to differ materially from the forward-looking information and statements made in this presentation and which could affect Landis+Gyrʼs ability to achieve its stated targets. The important factors that could cause such differences include, among others: the duration, severity and geographic spread of the COVID-19 pandemic, government actions to address or mitigate the impact of the COVID-19 pandemic, and the potential negative impacts of COVID-19 on the global economy, the company's operations and those of its customers and suppliers; global shortage of supplied components as well as increased freight rates; business risks associated with the volatile global economic environment and political conditions; costs associated with compliance activities; market acceptance of new products and services; changes in governmental regulations and currency exchange rates; estimates of future warranty claims and expenses and sufficiency of accruals; and other such factors as may be discussed from time to time in Landis+Gyr Group AG filings with the SIX Swiss Exchange. Although Landis+Gyr Group AG believes that its expectations reflected in any such forward-looking statement are based upon reasonable assumptions, it can give no assurance that those expectations will be achieved.

Alternative Performance Measures

This presentation may contain information regarding (a) preliminary, unaudited numbers that may be subject to change and (b) alternative performance measures such as reported EBITDA, Adjusted EBITDA, Adjusted Gross Profit, Adjusted Research and Development, Adjusted Sales, General and Administrative, and Adjusted Operating Expenses. Definitions of these measures and reconciliations between such measures and their USGAAP counterparts if not defined in the presentation may be found in the 'Supplemental Reconciliations and Definitions' section on pages 28 to 30 of the Landis+Gyr Half Year Report 2021 on the website at www.landisgyr.com/investors/results-center.

2 | © Landis+Gyr 2021 | October 28th, 2021 | H1 FY 2021

Free Cash Flow (excl. M&A) of USD 41.6 million (down 8.2% YoY) and solid balance sheet with Net debt / Adjusted EBITDA of 0.5x
Adjusted EBITDA of USD 70.8 million resulting in a margin of 10.1%, an increase of 210 bps due to operating leverage and favorable mix

Business Performance H1 FY 2021

  • Order intake USD 1,786.9 million; record book-to-bill ratio of 2.55

(H1 FY 2020: 0.73) primarily due to major contract wins in Americas Record committed backlog of USD 3,235.6 million (up 55.5% YoY)

Net revenue increased 9.1%1 to USD 700.9 million driven by

EMEA (up 31.4%1) with Americas slightly down (-2.4%1) and APAC down (-6.7%1)

Current supply chain challenges expected to be elevated in H2 FY 2021

Net Revenue Split

Acquisitions of Etrel and True Energy as well as strategic investment in Charge

EMEA (43%)

Point Operator Allego* solidify position in EV infrastructure technology market

USD 300m

Americas (46%)

Telia acquisition further expands managed services business in EMEA

USD 325m

Asia-Pacific(11%)

Signed binding agreement to acquire Luna*, expanding core capabilities in smart

USD 75m

metering, increasing offering of cost-competitive solutions and opening new markets

Record backlog and transformation activities underpin positive momentum

1 In constant currency

* Subject to closing

3 | © Landis+Gyr 2021 | October 28th, 2021 | H1 FY 2021

Landis+Gyr

Carbon Neutral

by 2030

4 | © Landis+Gyr 2021 | October 28th, 2021| H1 FY 2021

H1 FY 2021 Review

Puget Sound Contract (US)

Q1 FY 2021

National Grid

Contract (US)

True Energy

TEPCO Power Grid

Telia Acquisition

Acquisition

Contract (JP)

Public Service Electric

Etrel Acquisition

Enedis

and Gas Co. (PSE&G)

Contract (FR)

Contract (US)

ESKOM

Horizon

Fluvius

Contract (RSA)

Contract (UK)

Contract (BE)

AES Ohio

Agreement

to invest in

Contract

Allego*

(US)

Q2 FY 2021

FY 2020

FY 2020

AGM

Earnings

Annual Report

Release

Contract with a

South East Water

Swiss DSO (CH)

Contract (AU)

Louisville Gas and

Electric Co. (LG&E)

Agreement to

and Kentucky

acquire Luna*

Utilities Co. (KU)

Contract (US)

H2 FY 2021

New EVP and

Head of EMEA

Bodo Zeug

Order intake of USD 1,786.9 million in H1 FY 2021, resulting in record book-to-bill ratio of 2.55

5 | © Landis+Gyr 2021 | October 28th, 2021 | H1 FY 2021

* Subject to closing

This is an excerpt of the original content. To continue reading it, access the original document here.

Disclaimer

Landis&Gyr Group AG published this content on 28 October 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 28 October 2021 05:30:05 UTC.


© Publicnow 2021
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Financials (USD)
Sales 2022 1 482 M - -
Net income 2022 87,1 M - -
Net Debt 2022 86,0 M - -
P/E ratio 2022 20,7x
Yield 2022 4,07%
Capitalization 1 577 M 1 577 M -
EV / Sales 2022 1,12x
EV / Sales 2023 1,05x
Nbr of Employees 6 500
Free-Float 88,9%
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Mean consensus HOLD
Number of Analysts 6
Last Close Price 54,69 $
Average target price 66,48 $
Spread / Average Target 21,6%
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Managers and Directors
Werner Lieberherr Chief Executive Officer
Elodie Cingari Chief Financial Officer & Executive Vice President
Andreas Vicente Umbach Executive Chairman
Eric A. Elzvik Lead Independent Director
Andreas Stanley Spreiter Independent Director
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