Vaisala Oyj Class A · OMXHEX:VAIAS

Vaisala Oyj Class A — Q3 2014 Earnings Presentation

11 slides from Vaisala Oyj Class A's earnings presentation, Oct 22, 2014

  1. Slide 1: Interim Report January–September 2014 / Overview of Q3/2014

    Vaisala Corporation 2014-10-22 Interim Report January–September 2014 Vaisala Corporation October 22, 2014 Overview of Q3/2014  Orders received EUR 68.8 (76.0) million, -10%  Order book EUR 137.7 (115.1) million, +20%  Net sales EUR 77.9 (61.9) million, +26%  Gross margin 52.7% (48.5%)  Operatin

  2. Slide 2: Orders, Net Sales and Order Book; Net Sales by Business Area

    Vaisala Corporation 2014-10-22 Orders, Net Sales and Order Book (MEUR) 150.0 120.0 90.0 60.0 30.0 0.0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2012 2012 2012 2012 2013 2013 2013 2013 2014 2014 2014 Orders 55.7 68.6 74.3 66.1 58.7 65.6 76.0 82.7 68.6 70.6 68.8 Net sales 58.8 75.3 69.5 89.7 65.6 65.2 61.9 80.

  3. Slide 3: Net Sales by Business Type; Net Sales by Regions

    Vaisala Corporation 2014-10-22 Net Sales by Business Type (MEUR) 7-9/2014 7-9/2013 1-9/2014 1-9/2013 2013 Weather 57.3 42.9 146.2 137.5 200.0 Products 20.1 20.2 61.7 69.9 97.3 Delivery projects 24.0 15.6 54.0 45.7 70.0 Services 13.2 7.1 30.4 22.0 32.7 Controlled Environment 20.6 19.0 57.8 55.2 73.2

  4. Slide 4: Foreign Exchange Rate Effect on Net Sales; Performance by Quarter

    Vaisala Corporation 2014-10-22 Foreign Exchange Rate Effect on Net Sales (MEUR)  Foreign exchange rate effect mainly from USD/EUR and JPY/EUR  Comparable exchange rates: translation impact eliminated Q3/2014 Q3/2013 Q3/2014 At comparable Currency Reported Reported exchange rates effect Weather 57.

  5. Slide 5: Weather in Q3/2014; Controlled Environment in Q3/2014

    Vaisala Corporation 2014-10-22 Weather in Q3/2014  Orders received EUR 47.3 (56.6) million, -16%  The decline came from New Weather Markets, Meteorology and Roads and Rail customer groups  Order book EUR 131.7 (109.9) million, +20%  Net sales EUR 57.3 (42.9) million, +34%  At comparable exchang

  6. Slide 6: R&D Costs; Overview 1-9/2014

    Vaisala Corporation 2014-10-22 R&D Costs 32  R&D expenses were 30 EUR 24.6 (20.9) 28 million, 12.1% 26 24 (10.8%) of net sales. 22  The increase was 20 mainly due to R&D 18 expenses of the 16 acquired companies, 14 as well as investments 12 10 in new offering 8 development and 6 renewing instrumen

  7. Slide 7: Overview of 1–9/2014; Foreign Exchange Rate Effect on Net Sales

    Vaisala Corporation 2014-10-22 Overview of 1–9/2014  Orders received EUR 207.9 (200.2) million, +4%  Net sales EUR 204.0 (192.7) million, +6%  Gross margin 50.4% (49.4%)  Operating result EUR 11.5 (15.1) million, -24%  Earning per share EUR 0.57 (0.50)  Cash flow from operating activities EUR

  8. Slide 8: Weather in 1-9/2014; Controlled Environment in 1-9/2014

    Vaisala Corporation 2014-10-22 Weather in 1-9/2014  Orders received EUR 149.8 (144.2) million, +4%  Orders increased in all other customer groups except in Airports and Meteorology  Order book EUR 131.7 (109.9) million, +20%  Net sales EUR 146.2 (137.5) million, +6%  At comparable exchange rate

  9. Slide 9: Key Ratios in 1-9/2014; Market and Business Outlook

    Vaisala Corporation 2014-10-22 Key Ratios in 1-9/2014 1-9/2014 1-9/2013 2013 Earnings per share, EUR 0.57 0.50 0.60 Equity per share, EUR 8.65 8.75 8.80 Cash flow from operating activities per share, EUR 0.49 0.89 1.55 Solvency ratio 70.4% 74.0% 71.6% Return on equity 8.7% 7.0% 6.3% Capital expendit

  10. Slide 10: Market Outlook; Business Outlook 2014

    Vaisala Corporation 2014-10-22 Market Outlook  Vaisala is expecting solid short-term outlook for weather observation, industrial measurement and life science markets.  In EMEA demand for weather observation solutions is expected to remain solid overall, supported by European market. Economic weakn

  11. Slide 11: www.vaisala.com/investors

    Vaisala Corporation 2014-10-22 21 www.vaisala.com/investors 11

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