Vaisala Oyj Class A · OMXHEX:VAIAS
Vaisala Oyj Class A — Investor Day (2024)
9 slides from Vaisala Oyj Class A's investor day presentation, Nov 11, 2024
Slide 1: Expanding global weather leadership
Expanding global weather leadership Jarkko Sairanen Executive Vice President, Weather & Environment
Slide 2: Instruments and intelligence for climate action
Instruments and intelligence for climate action Climate change & severe weather Decarbonization & energy transition US billion-dollar disaster events 1980-2024 (CPI-adjusted) New wind energy installations outlook 2024-2028 (GW) Cost of billions Number of events 180 30 160 200 25 180 140 160 37 31 12
Slide 3: Weather & Environment businesses & markets
Weather & Environment businesses & markets Meteorology, aviation & roads Renewable energy Subscriptions (DaaS & SaaS) MARKET: MARKET: MARKET: 800 - 1,000 MEUR, CAGR <5% p.a. 400 - 500 MEUR, CAGR ~10% p.a. 1,200 - 1,500 MEUR, CAGR >5% p.a. DRIVER: DRIVER: DRIVER: Climate change and severe weather Dec
Slide 4: Meteorology, aviation and roads
Meteorology, aviation and roads Understanding and enabling adaptation to climate change • R&D prioritization • Large project wins • Deliver profits 4
Slide 5: Renewable energy
Renewable energy Mitigating climate change • Leverage wind lidars • Initiate new business seeds • Drive profitable growth 5
Slide 6: Data as subscription
Data as subscription Adapting to climate change • Build a scalable platform levering AI • Fuel growth by M&A • Subscription revenue growth (ARR) 6
Slide 7: R&D investments target impact, growth, and innovation
R&D investments target impact, growth, and innovation 2024 R&D spend, % Technology and research New products Maintenance and modernization Meteorology, Renewable energy, aviation, roads subscriptions 7
Slide 8: Strategic priorities
Strategic priorities Meteorology, aviation & roads Renewable energy Subscriptions (DaaS & SaaS) Leverage highly competitive Expand into wind operations, Scale with end-to-end product portfolio offshore and solar platform into new verticals Maintain global leadership Build value with Continue to fuel
Slide 9: VAISALA
VAISALA