VUSIONGROUP Q1 2022 SALES
Analyst conference call
Thursday, April 28, 2022
SES-imagotag - Q1 2022 Sales
Growth in line with expectations despite global supply issues
> Q1 2022 sales at €120m (+43%)
> Rolling 12-month sales of €459m (+42%)
> Value-added solutions (VAS) sales revenues were up +65% and accounted for 15.5% of total sales in Q1 2022, up from 13.4% of sales a year ago
> Europe growth at +50%
> ROW growth at +34% with very contrasted situations between stellar growth in America and revenue decrease in Asia due to the continued impact of the pandemic, lock-downs and travels ban
Sales in €m
Q1 2021
Q1 2022
Change (in %)
2021 Rolling 12-month
2022 Rolling 12-month
Change (in %)
Europe
62.6
91.4
+46.0%
230.1
345.7
50.2%
ROW
Total
21.5 84.1
28.8 120.2
+33.9% 42.9%
93.5 323.6
113.0 458.7
+20.8% +41.7%
Revenue by Geography (€M)
EUROPE › Q1 2022 growth +46%
› 12-month Rolling growth +50%
AMERICAS & APAC
› Q1 2022 growth +34% › 12-month Rolling growth +21%
150
Q1 2022 Sales
€120m
100
50
0
Q1 2021
AMERICA & APACEUROPEQ1 2022
Strong Order Entries
(€M)
>
Q1 orders grew +53% at €170m
> 12-month rolling OE are up +34% at a record €661m
>
Strong OE growth both in EU and Americas
Q1 2022 Order entries
200
150
100
50
0
€170m
Q1 2021
Q1 2022
Outlook
› Complex geopolitical & sanitary context
› Global supply chain remains strained
› The Group remains confident in its 2022 guidance and the continuation of its profitable growth strategy in line with the VUSION-23 strategic plan.
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SES-imagotag SA published this content on 29 April 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 29 April 2022 23:00:47 UTC.
