Integrated Solutions Provider

2021.Q1 Results Presentation

Index

  1. Key Market trends & Corporate strategy
  2. 2021.Q1 Business highlights & Results
  3. Outlook
  4. ANNEX

1.

Key Market trends & Corporate strategy

Green and Digital Technology trends drive market opportunities

Sector

ENERGY

&

RENEWABLES

TELECOM

&

FIBRE

RAIL

SURFACE

MINING

CONSTRUCTION AND UTILITIES*

PIPELINE

BU

Main markets

Market growth

Power grid

ENERGY

23%*

2019-2040

Smart Grid CAGR

TRENCHER

11.8%

2019-2025

ENERGY

CAGR

5%

TRENCHER

2020-2025

ENERGY

CAGR

2.2%

RAIL

2019-2025

CAGR

TRENCHER

1.5%

2020-2023

TRENCHER

n.a.

TRENCHER

n.a.

Key growth drivers

  • Environmental issues and greater focus on energy saving and efficiency
  • Faster growth of renewables in the electricity sector
  • Trends related to electrification (e.g. electric cars) and cybersecurity
  • Increase in internet users and demand for high-speed internet
  • Growth in demand for improved IT infrastructure, especially in emerging economies
  • Pushing improvement and safety of existing railways in order to reduce accidents (Italy and Europe)
  • Technical market trends include technologies for alternative traction systems (hybrid, zero emission …)
  • Growing attention to security standards resulting in increase in regulations on the use of explosives
  • Need for technological changes to increase sustainability while reducing operational costs (smart mining)
  • Demographic boom, new cities or enlargement of existing ones (Africa and Asia)
  • Increasing investment in water pipes, irrigation/drainage and wastewater management
  • Oil and natural gas price issues
  • More restrictive regulations on ageing pipelines in developed markets
  • Growing gas demand (Asia- Pacific, Russia, Africa) and need for additional pipeline capacity

Note: * increase in average annual investment to reach Paris Accord targets compared to current trends

Source: IEA, WEO, 2019

Main Tesmec target sectors

Secondary Tesmec target sectors

4

Corporate strategy

INVESTMENT &

DIVERSIFICATION

2020-2023

THE NEXT DEVELOPMENTS

New Business Model

  • INTEGRATED SYSTEMS
  • DIGITAL SOLUTIONS
  • FULL SERVICES

to increase recurring revenue streams

Strategic drivers

  • DIGITALISATION
  • SUSTAINABILITY
  • ENERGY TRANSITION

5

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Disclaimer

Tesmec S.p.A. published this content on 12 May 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 12 May 2021 11:49:00 UTC.