Mersen Sa · EURONEXT:MRN
Mersen Sa — Investor Day (December 2024)
6 slides from Mersen Sa's investor day presentation, Dec 5, 2024
Slide 1: Significant potential
05 Significant Luc Themelin Chief potential Executive Officer
Slide 2: Medium-term plan unchanged but postponed by 2 years
The medium-term plan remains unchanged but is postponed by 2 years of approx. SALES 2029 €1,700m OPERATING MARGIN BEFORE EBITDA MARGIN BEFORE NON-RECURRING ITEMS NON-RECURRING ITEMS ROCE 12% ±50 pts 19% ±50 pts 13% ±50 pts of sales of sales of sales 76 Capital Market Day – December 5, 2024
Slide 3: Major growth trends for our markets beyond 2027
Major growth trends for our markets beyond 2027 Electric vehicles Development of grids – Energy transmission Sustainable development of the planet Energy Energy Renewable energies Energy efficiency storage efficiency Smart grid infrastructure Nuclear Power Direct Data current storage 77 Capital Mark
Slide 4: The potential of the nuclear market for Mersen
The potential of the nuclear market for Mersen Numerous (~150) small modular reactor Around 15 projects accessible to (SMR) projects in several countries Mersen (i.e., excluding China, Japan and Russia) Technologies that have yet to be Timetable demonstrated, in particular: 2025: Perform irradiation
Slide 5: The potential of the smart grids and microgrids market for Mersen
The potential of the smart grids and microgrids market for Mersen Smart grids Balance the grid and optimize electricity from Microgrids production to consumption Local smart grid (buildings, Required in an environment with multiple companies, villages, etc.) energy sources Mersen’s offering Schedule
Slide 6: An attractive equity story
An attractive equity story 1 An extensive and well-established Group, more dynamic and less cyclical Well positioned in buoyant medium-term energy transition markets and supported by traditional markets that provide resilience 2 3 Long-term prospects for sustainable and profitable growth, reaching s