LANDIS+GYR GROUP AG 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
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 |
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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.
