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Veolia Environnement : Strategy Day - Green Up Presentation
The market has never been as big and in need of a global champion
Adaptation
to Climate
Climate
Change
Affordability
Change
Strategic
Mitigation
independence &
Biodiversity
Reindustrialization
Natural
Resources
Scarcity
Health &
Environment
Largegrowing
market with potential
estimated at€2500bn
> €500bn
for decarbonization
> €600bn
for regeneration of resources
> €1,400bn
for depollution
A value proposition embracing clients' major stakes
Clients' challenges
Cities
Public health through access to essential services
Decarbonization
Adaptation to climate change
Affordability
Industries
Licence to operate
Resource efficiency
Compliance with environmental regulations
Security of supply chain
Affordability and savings
Veolia, an integrator of solutions in 3 complementary businesses delivering essential services
WORLDWIDE
WATER
WASTE
ENERGY
Impact
To decarbonize
> Towards Net Zero CO2
with local decarbonizing energy
To regenerate resources
> Towards Net Zero Water
To depollute
> Towards Net Zero Untreated Pollutants
Veolia's unique positioning
Market
Resilience
positioning
& growth
Combined
Footprint
& local
businesses
Positioned in large
anchoring
Delivering essential
growing markets of
services & operating
largely untapped
infrastructure
solutions
A worldwide
Best in class in each
activity and creating
geographical footprint
additional value by
in 44 countries,
bundling our 3
combined with strong
businesses
local presence
Engagement
Track
record
Expertise
89% engagement
A proven track
rate of our workforce
at all levels
record in delivering :
An extensive
agility, operational
excellence and financial
technological
discipline
know-howand
expertise in innovative
solutions
A proven track record in delivering financial & non financial performance
Impact 2023 program: 17/19 of multifaceted performance targets achieved or exceeded
89% employee engagement
Employees #1 shareholder of the group with 7,5% "Veolia cares" program
Successful Suez Integration and team combination
€315m synergies achieved by the end of 2023, ahead of target
Agility: quick and strong adaptation
Back to pre-covid results in 6 months thanks to Recover & Adapt plan
Resilience & profitable growth track record
Acquisition of Suez
Current Net Income
shares from Engie
Net Financial Debt /EBITDA
Covid-19
Capital
Increase
Takeover
Closing
Suez Integration
X2 Current net income in 5 years
Leverage trajectory ahead of target: 2,7x end of 2023
2 years after Suez acquisition
GreenUp in a nutshell: our commitments
Decarbonization
18 Mtons CO2 e erased in 2027 (scope 4)
emission trajectory reduction compatible with 1,5°C (scope 1&2)
Regeneration
1.5bn m3 fresh water saved
Unique
in 2027
positioning in a
growing market
Depollution
10 Mtons of hazardous waste
& pollutants treated in 2027
Solid and resilient growth(a)
inc. boosters : bioenergy, flexibility & energy efficiency, water technologies, hazardous waste treatment
≥ €8bn EBITDA in 2027
Leverage ≤ 3x
Current Net income to grow ~10%(b) CAGR over 2023-2027
Dividend to grow in line with EPS
(a) excluding energy price impact
9
(b) at constant forex
GROWTH
COMBINING RESILIENT ESSENTIAL SERVICES & GROWTH BOOSTERS
Disclaimer
Veolia Environnement SA published this content on
29 February 2024 and is solely responsible for the information contained therein. Distributed by
Public , unedited and unaltered, on
18 March 2024 14:51:03 UTC .
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Transcript : Veolia Environnement SA, Q1 2024 Earnings Call, May 14, 2024
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Duration Auto. 2 months 3 months 6 months 9 months 1 year 2 years 5 years 10 years Max.
Period Day Week
More charts
Veolia Environnement is the world leader in environmental management services. Net sales break down by activity as follows:
- water-related services (40.6%; No. 1 worldwide): water resources management, drinking water distribution and delivery, wastewater collection, treatment and recovery, engineering, design, construction of water treatment facilities and customer relationship management, etc.;
- waste management services (32.4%; no. 1 worldwide): collection, treatment and recycling of liquid, solid, non-hazardous and hazardous waste, waste treatment and recovery through composting, energy recovery from waste, etc. Veolia Environnement also provides urban waste management services (maintenance and cleaning of public spaces, provision of mechanized street cleaning and façade treatment services), maintenance of industrial sites, and dismantling of industrial facilities and equipment at the end of their useful life;
- energy services (27%; No. 1 in Europe): delegated management of urban heating and air conditioning networks, management of thermal and multi-technique services (operation of heating systems, facility design, construction, and maintenance, etc.) and industrial services (industrial process analysis, production equipment operation, service, and maintenance), general management of buildings and public lighting.
Net sales are distributed geographically as follows: France (21.5%), Europe (41.9%), North America (7.4%), Asia (5.6%), Africa and the Middle East (4.9%), Pacific (4.3%), Latin America (4%) and other (10.4%).
More about the company
Last Close Price
28.56
EUR
Average target price
34.6
EUR
Spread / Average Target
+21.15%
Consensus
1st Jan change
Capi.
0.00% 21.82B -21.43% 85.71B +31.16% 64.78B -14.84% 54.54B -.--% 51.55B +0.50% 47.53B +19.85% 36.5B +2.92% 34.91B -17.01% 34.59B -19.62% 26.69B
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