Nexans Sa · EURONEXT:NEX
Nexans Sa — Q1 2023 Earnings Presentation
15 slides from Nexans Sa's earnings presentation, Apr 26, 2023
Slide 1: 2023 First Quarter Financial Information
J\lexans ELECTRIFY THE FUTURE 2023 FIRST QUARTER FINANCIAL INFORMATION QI 2023 SESSHONGFOUNDATON FOR THEVEAR CHRISTOPHER GUERIN, CEO JEAN-CHRISTOPHE JUILLARD, DEPUTY CEO & CFO APRIL 26, 2023 — PARIS
Slide 2: Safe Harbour
J\exans SAFE HARBOUR This presentation contains forwardlooking statements which are subject to various expected or unexpected risks and uncertainties that could have a material impact on the Company's future performance. Readers are also invited to visit the Group's website where they can view and d
Slide 3: Q1 2023 Main Highlights
JNexans Q1 2023 MAIN HIGHLIGHTS Value growth focused model fueled by structural mix/price management #0 ] ion HSNG STA Ry > and prime offers ») +6 5 % Ore. Ginee crimes Continued scale-down of the Metallurgy business down by -14.3% ° 0 wsaizoz BR ARORT a SeICES +100% growth in Connected objects comp
Slide 4: A Value-Growth Focused Model
J\exans A VALUE-GROWTH FOCUSED MODEL STANDARD SALES OF €1.7BN UP +6.5% ORGANICALLY EXCL. OTHER STANDARD SALES EVOLUTION (€M) - GROUP +2.2% organic growth’) 82 60 ior = ish 1,623 -47 7 el 1,503 Qi 2021 Qi 2022 Electrification!) Non- Other activities!) Q1 2023 Scope FX Q1 2023 Reported Reported electr
Slide 5: Electrification Businesses
J\exans ELECTRIFICATION BUSINESSES FOCUSSING ON SELECTIVITY AND STRUCTURAL GROWTH (GENERATION & TRANSMISSION DISTRIBUTION Sales decline reflecting the strategic decision to exitthe Strong organic growth driven by structural trends, including grid Umbilical business offsetting Charleston plant ramp-u
Slide 6: Automation, Auto-harness and Rail; Mobility; Metallurgy; Telecom
Automation and Rail Mobility Metallurgy Auto-harness Telecom
Slide 7: Generation & Transmission
J\exans GENERATION & TRANSMISSION HEALTHY BACKLOG GROWTH REFLECTING UNIQUE RISK-REWARD MODEL STRATEGIC CAPEX UPDATE ROBUST GENERATION & TRANSMISSION ADJUSTED BACKLOG"! (€Bn) 9 7 +32% | MAIN PROJECTS IN BACKLOG 3.2 ‘Announcement Commissioning date Project Country Revolution Ql 2022 2.4 BorWiné Q3 202
Slide 8: Amplify Fire Safety in Usages
J\exans AMPLIFY FIRE SAFETY IN USAGES TO CAPTURE THE SHIFT IN TECHNOLOGY BUILDING CABLE MARKET ENHANCED BY THE SUPPORTING THE ADOPTION FIRE SAFETY STRUCTURALLY ENHANCES GLOBAL DEMAND IS ACCELERATION OF OF FIRE SAFETY NEXANS USAGE CABLES GROWING UNDERLYING TRENDS TECHNOLOGY®) PREMIUMIZATION +20% elec
Slide 9: Sound Visibility on First Half Demand Trends Across Our Markets
J\exans SOUND VISIBILITY ON FIRST HALF DEMAND TRENDS ACROSS OUR MARKETS CONSISTENT WITH PAST BUSINESS CYCLES QI 2023 Q2 2023 oo Onshore andoffshore wind: 200GW of offshore wind farms to be installed by 2030. TT} 000 GENERATION & TRANSMISSION SteeeE Lang Subseacand land interconnecion:72.000 km of ca
Slide 10: 2023 Guidance Confirmed
J\exans 2023 GUIDANCE CONFIRMED OVERALL GROUP (EXCLUDING NON-CLOSED ACQUISITIONS AND DIVESTMENTS) EBITDA NORMALIZED FREE CASH FLOW v BETWEEN BETWEEN €570MAND €630M €150MAND €250M ‘TAILWINDS- HEADWINDS — Dynamic market activity supported by accelerating energy transition trends and continuous OEMs de
Slide 11: Appendix
J\lexans ELECTRIFY THE FUTURE 2023 FIRST QUARTI
Slide 12: Nexans Value Proposition and Market Trends
J\exans NEXANS VALU E PROPOSITION ANE MARKET TRENDS OUR OUR OUR PURPOSE STRATEGY ASPIRATION WE ELECTRIFY THE FUTURE ELECTRIFICATION SIMPLIFY TO AMPLIFY PURE PLAYER Grow in value rather than Lead the charge to the volume thanks to more energy transition innovation and services 12 OUR PROMISE SCALE-UP
Slide 13: Nexans at a Glance
J\exans NEXANS AT A GLANCE A GLOBAL PLAYER OF THE ENERGY TRANSITION ELECTRIFICATION BUSINESSES DISTRIBUTION OUR PURPOSE WE ELECTRIFY THE FUTURE vais DEDICATED PIONNEERS UNITED OUR PROMISE SCALE-UP TO ‘STEP-UP 2022 €6./BN ‘STANDARD SALES 28,000 PEOPLE COUNTRIES 13 (12023 FINANCIALINFORMATION
Slide 14: Financials: Impact of Change in Scope
J\exans FINANCIALS IMPACT OF CHANGE IN SCOPE Sales at standard metal prices, in €m sobiished dllcaton pk ps FX Seppe orsenie Q1 2023 orsenie ELECTRIFICATION 902 25) 927 (39) a5) (1) 942 0.1% > Generation & Transmission 222 23 246 (22) - (24) 200 10.7% = Distribution 241 1 242 (2) 20 17 277 47.1% > U
Slide 15: Glossary
J\exans GLOSSARY Adjusted Generation & Transmission backlog: Backlog adjusted for secured but not yet implemented Subsea, Land and Special Telecom contracts. Electrification: The electrification of an area is the connection of that place to an electricity supply. For Nexans, the electrification valu