Smart Gunes Enerjisi Teknolojileri Arastirma Gelistirme Uretim Sanayi Ve Ticaret · BIST:SMRTG
Smart Gunes Enerjisi Teknolojileri Arastirma Gelistirme Uretim Sanayi Ve Ticaret — Smart Güneş Enerjisi Teknolojileri Araştırma Geliştirme Üretim Sanayi ve Ticaret A.Ş. — Q3 2023 Earnings Presentation
35 slides from Smart Gunes Enerjisi Teknolojileri Arastirma Gelistirme Uretim Sanayi Ve Ticaret's earnings presentation, 2023
Slide 1: 2023 Q3 Investor Presentation
smartsolar.com.tr 2023 Q3 INVESTOR PRESENTATION
Slide 2: Smart Solar Technologies company overview
A wide range of solar solutions to commercial and One of the leading PV solar module Turnkey installation & Solar power plant retail users integrated solar production engineering services investments companies Our company was established in 2009, headquartered in Istanbul. Smart Solar Technologies c
Slide 3: Operational
Operational Module Capacity W Tiirkiye (Gebze) Tiirkiye (Aliaga N Tarkiye (Dilovasi) Solar Cell Production Capacity N Aliaga (First Phase 600 MW 2024 Q1) 3 GW United States (2024 Q2) 1 GWEU (2025 Q2) Distributor 120+ Employment 12004 SOLAR TECHNOLOGIES Engineering, Procurement and Construction (EPC)
Slide 4: We turned our face to the sun
WE TURNED OUR FACE TO THE SUN... SmartZ
Slide 5: EPC Vertical Integration
INVESTMENT VERTICAL In operation 150+ MW INTEGRATION EPC OUR COMPETITIVE STRATEGY Provided EPC services 500+ MW installed PV MODULE PRODUCTION Production Capacity 2.9 GW (2024 Q1) Smart Solar Technologies is active in large parts of the PV Value Chain. We believe in the future of solar energy and we
Slide 6: About Us
ABOUT US Guiding Principles QUALITY MANAGEMENT VALUE ENGINEERING INVESTMENT OF KINDNESS Our Awards
Slide 7: About Us
ABOUT US 2017 2021 Smart Solar Technologies The solar panel factory 2019 won the "BIG STARS" award in established in Gebze, Germany and Ukraine Deloitte Technology Fast 50 2015 started production with offices were opened. awards. a capacity of 420 MW. A total of 15 MW capacity The installation of th
Slide 8: PV Solar Module Production
PV SOLAR MODULE PRODUCTION OVERVIEW In our production facility, crystalline silicon cell-based high efficiency photovoltaic solar panels are produced for use in land and roof solar power plants. High efficiency is achieved in solar panel production by using Multi Busbar, PERC, Half-Cut Cell and Bifa
Slide 9: Smart Technology
ENCAPSULANT cS M A R T BACK SHEET = TECHNOLOGY FRAME ARC — & TEMPERED a CTION, GLASS SOLAR CELLS STRINGS
Slide 10: Bifacial Technology
S M A R T T E C H N O LO G Y Bifacial Technology System Takip Sistemi XT Generation 555W 144 Cell GüneşTracker 166 mm Cell 10 Busbar Solar Bifacial Option Cost advantage High efficiency
Slide 11: PV Module References
PV Module References *Some of our pv module references. UCK Doğan Enerji Daikin Türkiye Türkiye Türkiye 71.300,00 kWp 24.690,00 kWp 5.784,00 kWp Çalık Enerji Akfen Birleşim Grup Edikli Türkiye Türkiye Türkiye 957,00 kWp 24.201,00 kWp 15.237,12 kWp
Slide 12: Aliağa PV Module & Cell Integrated Production
ALiAĞA PV MODULE & CELL INTEGRATED PRODUCTION 2024 Q1 | 2 GW Production Capacity | 50.000 m² Production Area
Slide 13: Facility Plan
FACILITY PLAN • PHASE 1 600 MW PV line was put into use • PHASE 2 Equipment orders were given for a 500 MW PERC Cell line • PHASE 3 1.400 MW TOPCon cell line design was completed
Slide 14: End-to-End Service/Vertical Integration
End-to-End Service/Vertical Integration Engineering and Design ▪ It covers engineering design services for domestic and international projects. ▪ A service approach tailored to the needs of the customer with a value engineering approach. ▪ yapmaktadır. Panel Panel Production ▪ In order to meet the i
Slide 15: EPC Basic Areas of Application
EPC BASIC AREAS OF APPLICATION Large Scale Commercial Field Projects Medium Scale Commercial and Personal Consumption Based Field Projects Roofing Projects for Large and Medium Scale Commercial and Personal Consumption Hybrid Projects We are a solution partner with over 10 years of experience in the
Slide 16: EPC Activities
E P C AC T I V I T I E S In the PV market, which we entered as an investor in Eastern Europe 14 years ago, we can operate all over the world with the identities of project developer, EPC company, BOT (build/operate/transfer), BOO (build/operate) thanks to the experiences we have gained so far. Thank
Slide 17: EPC Activities
EPC ACTIVITIES We inspect materials and products upon delivery to the site and prior to installation. We replace defective products and materials with new ones. We protect all materials and equipment that can be damaged, exposed to bad weather and ultraviolet rays. We make sure that sensitive equipm
Slide 18: Engineering References
Engineering References * Some of our engineering references. Osmaniye Şanlıurfa Slobidka Türkiye Türkiye Ukraine 9.924,17 kWp 14.400,00 kWp 11.000,00 kWp Van Arısu Aksaray Mardin Artuklu Türkiye Türkiye Türkiye 55.540,00 kWp 11.796,72 kWp 10.890,76 kWp
Slide 19: Solar Energy in the World
Solar Energy in the World In order to reach the net zero carbon emission target by 2050, it is predicted that electricity generation will depend heavily on renewable energy sources. World Installed Power Development (GW, 2000-2050) CAGR 19,924 CAGR (2000-2020) 1.872 (2020-2050) 15,431 2.585 %6,8 11,
Slide 20: Solar Energy Sector in Türkiye
Solar Energy Sector in Türkiye Türkiye is among the 10 countries with the G20 Countries with the Highest Producers of Solar Energy per capita (first 10) and radiation potential, highest solar energy production per capita (kWh/person,kWh/m2/day,2019) among the G20 countries. Türkiye's solar radiation
Slide 21: Electricity Installed Capacity in Türkiye
Electricity Installed Capacity in Türkiye The installed electricity production capacity, which was 95.9 GW in 2020, will increase to 189.7 GW in 2035. The share of renewable energy sources, which was 52.0% in the installed power in 2020, reaches 64.7% by 2035. Hydroelectric power plants reach an ins
Slide 22: Shareholder Structure
Shareholder Structure Shareholder Capital TL Capital Share (%) SMART HOLDİNG ANONİM ŞİRKETİ 442.458.798,53 73,03% FREE FLOAT 163.421.201,47 26,97% TOTAL 605.880.000,00 100 Smart Holding A.Ş.announced the sale of 12,117,600 Smrtg shares representing approximately 2.0% of the issued share capital. The
Slide 23: Smart Güneş Corporate Structure
Smart Güneş Corporate Structure Smart Solar has 10 subsidiaries in five different countries. Country of Origin Activity area %100 Smart Güneş Enerji Ekipmanları Marketing of solar panels and Türkiye Pazarlama A.Ş.* equipment Halil Demirdağ Hakan Akkoç %100 SPP installation and manufacturing Smart GES
Slide 24: Other Investments
Other Investments Electric Vehicles Charging Network Establishment Project- Green Mobility • It was decided to support our application for the "Fast Charging Stations for Electric Vehicles Grant Program". • • Our electric vehicles charging network, which we will run, will be run together with the So
Slide 25: Other Investments
Other Investments Establishment of new companies for overseas activities • Through Smart Global Enterprises & Trading BV, a 100% subsidiary of our company, located in the Netherlands, it has been decided to establish a new company called Smart Solar Technologies, which will carry out similar activit
Slide 26: Other Investments - Business Relations
Other Investments - Business Relations To establish a fully integrated (ingot, wafer, cell, panel) solar panel production facility with a capacity of 3,600 MW, to purchase, develop, finance and implement infrastructure and clean technology projects, and manage its own assets, Europe-based green ener
Slide 27: Financial Indicators 2023 Q3 (TL-USD)
FINANCIAL INDICATORS 2023 Q3 (TL-USD) TL USD BALANCE SHEET ITEMS 30.09.2023 31.12.2022 % 30.09.2023 31.12.2022 % Current Assets 7.370.897.861 2.284.947.720 222,58 269.239.823 122.200.827 120,33 Fixed Assets 2.647.382.848 310.720.549 752,01 96.702.044 16.617.583 481,93 Short Term Liabilities 6.931.62
Slide 28: Financial Indicators 2023 Q3 (TL-USD)
FINANCIAL INDICATORS 2023 Q3 (TL-USD) USD TL
Slide 29: SMRTG Share Performance (Jan-Nov 2023)
SMRTG Share Performance (Jan-Nov 2023) • It started trading on March 24, 2022 with a price of 14.00 TL. • On October 24, 2022, 100% bonus shares were distributed. • On July 28, 2023, 98% bonus shares were distributed. • The lowest 14 TL was traded at the highest 89,15 TL (after the 2 splits). • The
Slide 30: 2023 Expectations
2023 Expectations REVENUE : 6,5 Billion TL EBITDA : 1,1 Billion TL EBITDA % : 16,9% INVESTMENT AMOUNT: 1,5 Billion TL "+/- 100 Million« Average USD Currency Expectation: 20.4
Slide 31: Contact Information: Investor Relations
Contact Information: Investor Relations CEM NURİ TEZEL ALPER YÜCEL Executive Board Member Investor Relations Manager Tel: +90 216 225 72 00 Tel: +90 216 225 72 06 SABİT AŞKAR Budget and Reporting Manager Tel: +90 216 225 72 00 www.smartsolar.com.tr investorrelations@smartsolar.com.tr
Slide 32: Disclosure
Disclosure This presentation has been prepared for informational purposes only, and contains forward-looking statements and statements that reflect the current views of the Company management regarding certain future events. The expectations and projections contained in these statements, although be
Slide 33: Global View
G LO BA L V İ E W Offices Germany Bulgaria Switzerland Romania Türkiye Ukraine Greece Spain Netherland Countries we export to Germany Austria Bulgaria Georgia Iraq Spain Italy Greece Ukraine
Slide 34: Contact
CONTACT İSTANBUL HEADQUARTER Energy Plaza, Rüzgarlıbahçe, Çınar Sk. No:2, K:6 34805 Beykoz/İstanbul T: + 90 216 225 72 00 Gebze Production Factory Gebze Organize Sanayi Böylesi, Tembelova Alanı, Cadde 3200, No: 3207 Gebze/Kocaeli T: + 90 262 673 71 00 | F: + 90 850 305 06 10 Dilovası Production Fact
Slide 35: / smartgunesteknolojileri
www.smartsolar.com.tr / smartgunesteknolojileri