Airbus Se · EURONEXT:AIR
Airbus — Shareholder Meeting (2023)
13 slides from Airbus's shareholder meeting presentation, 2023
Slide 1: Guillaume Faury, Chief Executive Officer
Guillaume FAURY | Chief Executive Officer
Slide 2: Safe Harbour Statement
Safe Harbour Statement DISCLAIMER This presentation includes forward-looking statements. Words such as “anticipates”, “believes”, “estimates”, “expects”, “intends”, “plans”, “projects”, “may” and similar expressions are used to identify these forward-looking statements. Examples of forward-looking s
Slide 3: Company Highlights
Company Highlights Annual General Meeting 2023
Slide 4: FY 2022 Key Topics
FY 2022 Key Topics 4 Adverse operating environment 661 (1) commercial aircraft delivered in FY 2022 FY 2022 financials: EBIT Adjusted of € 5.6 bn; EBIT reported of € 5.3 bn FCF before M&A and Customer Financing of € 4.7 bn Dividend proposal: € 1.80 per share (1) After a reduction of 2 a/
Slide 5: FY 2022 Commercial Positioning
FY 2022 Commercial Positioning 5 Airbus Commercial Aircraft Consolidated Airbus Consolidated Airbus Order Book in units by Programme Order Book in value by Region External Revenue by Division A220 7% Europe 31% Airbus 69% A320 84% Asia Pacific 29% Helicopters 11% Defence and A330 3% € 449 bn North A
Slide 6: FY 2022 Financial Performance
FY 2022 Financial Performance 6 IN € MILLION FY 2022 FY 2021 Change Revenues 58,763 52,149 12.7% EBIT Adjusted 5,627 4,865 15.7% in % of Revenues 9.6% 9.3% EBIT 5,325 5,342 -0.3% in % of Revenues 9.1% 10.2% Net Income 4,247 4,213 0.8% EPS reported (1) (in €) 5.40 5.36 0.7% FCF before M&A and Custome
Slide 7: Dividend per Share & Payout Ratio
Dividend per Share & Payout Ratio 7 IN € (3) 1.80 1.65 Dividend per share increase to € 1.80 (3), +20% vs. 2021 1.50 1.50 Confidence in future financial performance Ex-dividend date: Tuesday 25 April 2023 40% 42% Record date: Wednesday 26 April 2023 33% (1) (2) 28% 0.00 0.00 FY 2017 FY 2018
Slide 8: Share Price Evolution
Share Price Evolution 8 31/12/2021 31/12/2022 14/04/2023 €112.36 €111.02 €126.28 MSCI AERO INDEX (1) AIRBUS CAC40 DAX40 (1) The MSCI World Aerospace and Defense Index is composed of large and mid cap stocks across 23 Developed Markets countries
Slide 9: 2023 Guidance
2023 Guidance 9 As the basis for its 2023 guidance, the Company assumes: no additional disruptions to the world economy, air traffic, the supply chain, the Company’s internal operations, and its ability to deliver products and services. The Company’s 2023 guidance is before M&A. On that basis, the
Slide 10: Sustainability
Sustainability Annual General Meeting 2023
Slide 11: Sustainability highlights
Sustainability highlights 11 ▪ Airbus climate targets validated by the Science-Based Targets initiative (SBTi) in January 2023 ▪ 2022 Scope 1 & 2 CO2 target overachieved: -8.5% on TCO scope vs. - 5% target supported by the combination of Environment the acceleration of our decarbonisation roadmap an
Slide 12: Key Priorities
Key Priorities Annual General Meeting 2023
Slide 13: Key Priorities
Key Priorities 13 Deliver on our commercial aircraft ramp-up Continue the transformation of the Company Further strengthen the backlog across businesses Lead the development of sustainable aerospace Deliver earnings and free cash flow growth potential