Airbus Se · EURONEXT:AIR
Airbus — Investor Presentation (June 2021)
34 slides from Airbus's investor presentation, Jun 15, 2021
Slide 1: Virtual Commercial & Programme Update
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Slide 2: Christian Scherer, Chief Commercial Officer and Head of International
Christian Scherer Chief Commercial Officer and Head of International, Airbus
Slide 3: 2020: 25 years of growth lost
2020: 25 years of growth lost RPK = Revenue Passenger Kilometre / Source: ICAO, Airbus GMF 2019 Full year IATA 2020 actuals Oil Crisis Gulf Crisis Asian Crisis 9/11 SARS Financial Crisis Trillions RPK Growth interrupted by global health-related restrictions
Slide 4: Airbus Commercial Aircraft Orders & Deliveries 2020
Airbus Commercial Aircraft Orders & Deliveries 2020
Slide 5: Unprecedented commercial & industrial adjustment
Unprecedented commercial & industrial adjustment Teaming up with our customers Standing by our suppliers Almost all contracts reviewed Accompanying production rate adjustments 80 % of aircraft slots amended Continuous supplier health monitoring 150 e-TOTs (25 %) and over 40 full remote deliveries Go
Slide 6: Domestic markets stabilized, International still idle
Domestic markets stabilized, International still idle ASK: Available Seat Kilometre / Source : flight radar 24 Cargo in cabin + charter flights excluded 0% -10% Worldwide offering – ASK - % change vs 2019 -20% -30% -40% % of recovery of 2019 level -50% Domestic: 80% -60% Total: 51% -70% Internationa
Slide 7: Forecast traffic evolution
Forecast traffic evolution Source: IATA, FlightRadar24, Airbus (March. 2021) Traffic (RPKs) base 100 in the equivalent month in 2019 120 100 Sanitary crisis extends though 80 vaccination starts Medium term economic outlook Observed Forecast improved with US stimulus 60 Expected recovery from 2023 to
Slide 8: World leading Single-Aisle Family
World leading & Single-Aisle Family Full market coverage Superior comfort Higher customer value from 100 to 244 seats Most spacious & innovative cabins Up to 25% fuel burn & CO₂ advantage Step-change technologies
Slide 9: Purpose-built for efficiency
purpose-built for efficiency * vs current competition The only clean-sheet design Highest efficiency and low risk Superior single-aisle comfort Up to 1,100nm more range* Up to 20 more seats* Widest seats, largest windows Up to 14% lower operating cost per seat* 20% more overhead stowage space per pa
Slide 10: Most successful aircraft family ever
most successful aircraft Family ever Creating higher customer value Demonstrating maturity Constantly improving The preferred market choice Over 1,700 NEO delivered worldwide with A321XLR the only single aisle flying up Up to 14 more seats than competition 99.7% high operational reliability to 4,700
Slide 11: A320neo - Holding its value throughout the crisis
A320neo - Holding its value throughout the crisis New aircraft – Average of 5 leading appraiser's values* Appraised Market Value January 2020 at 100% A320neo – Market Value Evolution 110% 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-2
Slide 12: Profitable partnership
& profitable partnership Unique Family commonality Range and capacity flexibility Up to 30% lower operating costs Increasing value and efficiency for airlines Balance seasonal, weekly & daily demand Similar cost per seat, greater interchangeability
Slide 13: A321XLR
AIRBUS Fly it. Love it. a a x a & oe A |
Slide 14: Flying for more sustainable aviation
& flying for more sustainable aviation Efficient and dependable Higher value generation Ultimate versatility 25% lower fuel burn and CO₂ emissions Lowest seat mile cost, Common Type Rating Flying 220 - 410 passengers from regional with latest technologies and consistent cabin design to Ultra Long Ra
Slide 15: Advanced to boost profitability
advanced to boost profitability Double-digit seat cost advantage Most popular widebody ever Leader in regional operations 64m-span wing and new generation engine 120+ operators – Seamless transition from The most reliable widebody for high-frequency A330ceo with 95% commonality utilisation
Slide 16: The most efficient large widebody
the most efficient large widebody Step change in profit generation Family flexibility 45t lighter at takeoff Lowest cost per seat, and the highest range A350-900 and A350-1000 are one same type, Than competitor project aircraft i.e. 13% capability of any widebody aircraft sharing 95% spares, flying
Slide 17: Airbus aircraft: Less fuel burn and emissions
Airbus aircraft: Less fuel burn and emissions - effective today with every replacement A220 Family A320neo A321XLR A330neo A350 25 % less 20 % less 30 % less 25 % less 25 % less fuel and CO₂* fuel and CO₂* fuel and CO₂* fuel and CO₂* fuel and CO₂* *compared to previous generation aircraft
Slide 18: Keep Airbus competitive spirit while protecting the value of our products
Keep Airbus competitive spirit… …while protecting the value of our products
Slide 19: Philippe Mhun, Executive Vice President Programmes & Services
Philippe Mhun Executive Vice President Programmes & Services, Airbus
Slide 20: We pioneered new ways to deliver aircraft throughout the pandemic
We pioneered new ways to deliver aircraft throughout the pandemic E-deliveries (25 %) “Safe corridors ” for our customers Leadership University → Customer accomodation Delivery under full sanitary standards Safety & security
Slide 21: Staying connected with our suppliers
Staying connected with our suppliers
Slide 22: Enabling safe return to service
Enabling safe return to service Maintaining crews’ competencies Maintenance recommendations Cabin sanitization reinforced procedures & dedicated products Secure and optimised aircraft parking & storage Temporary cargo in the cabin solutions Airbus Pilot Relaunch Programme to compensate drop in passe
Slide 23: Emerging from the crisis: A220 rate plans
Emerging from the crisis A220 monthly production rate plans Mobile A220 FAL First ACJTwoTwenty section in Mirabel FAL Mirabel A220 FAL Rate 5 (as is) Rate 6 in 2022 Rate 14 in mid-decade
Slide 24: Emerging from the crisis: A320 rate plans
Emerging from the crisis A320 monthly production rate plans Hamburg A320 FAL Rate 40 Rate 45 by Q4 ’21 Rate 64 by Q2 ’23 Rate 70 by Q1 ’24 Rate 75 by 2025 (as is) (firm) (scenario) (opportunity)
Slide 25: Emerging from the crisis: A330 & A350 rate plans
Emerging from the crisis A330 & A350 monthly production rate plans Toulouse delivery centre A330neo Corsair Toulouse delivery centre A350 Aeroflot Rate 2 / month A330 A350 Rate 5 (as is) Rate 6 / month by Q4 ’22
Slide 26: New A320/A321 Final Assembly Line in Toulouse
New A320/A321 Final Assembly Line in Toulouse Ensuring more flexibility within the global Airbus A320 Family production system
Slide 27: New A320/A321 Final Assembly Line in Toulouse
New A320/A321 Final Assembly Line in Toulouse Ensuring more flexibility within the global Airbus A320 Family production system
Slide 28: First A321XLR coming together
First A321XLR coming together On target for Entry into Service in 2023
Slide 29: DDMS on A321XLR
DDMS on A321XLR
Slide 30: A330neo latest developments
A330neo latest developments First A330-800 to Kuwait Airways (October 2020) First 251 t MTOW version to CORSAIR (March 2021)
Slide 31: A350 latest developments
A350 latest developments A350-900 280 t A350-1000 319 t Weight saving First delivery from Tianjin initiatives (China) Completion and Delivery Centre imminent
Slide 32: All Airbus aircraft are SAF ready
All Airbus aircraft are SAF ready *100 % SAF means a CO2 reduction by 80 % Airbus is targeting a 100% SAF blend rate Collaboration with engine-makers and other partners
Slide 33: Aviation's path towards zero emissions
Aviation’s path towards zero emissions
Slide 34: We pioneer sustainable aerospace for a safe and united world
We pioneer sustainable aerospace for a safe and united world