Mersen Sa · EURONEXT:MRN

Mersen Sa — Q1 2024 Earnings Presentation

7 slides from Mersen Sa's earnings presentation, Apr 24, 2024

  1. Slide 1: Sales Q1 2024

    Sales Q1 2024 Luc Themelin Thomas Baumgartner April 24th,2024

  2. Slide 2: A new record-breaking first quarter

    A new record-breaking first quarter RECORD QUARTERLY BALANCED CONTRIBUTION OF THE 2 SEGMENTS ANNUAL GUIDANCE SALES CONFIRMED AND 4 GEOGRAPHIES 2 Mersen – Q1 2024 Sales

  3. Slide 3: Organic sales growth of +7% for Q1

    Organic sales growth of + 7 % for Q1 313 Q1 2024 220 € 313m Organic growth + 7% 2021 2022 2023 2024 Reported Sales (€m) 3 Mersen – Q1 2024 Sales

  4. Slide 4: Growth across all regions

    Growth across all regions EUROPE €105 m Croissance organique + 5.8 % NORTH AMERICA €121 m ASIA-PACIFIC Organic growth €77 m SOUTH AMERICA + 6.7 % AFRICA Organic growth €10 m + 8.1 % Organic growth + 7.1 % 4 Mersen – Q1 2024 Sales

  5. Slide 5: Solid organic growth (+7%), thanks to SiC semi-conductors and transportation markets

    Solid organic growth (+7 %), thanks to SiC semi-conductors and transportation markets ORGANIC GROWTH Q1 2024 vs Q1 2023 9% +20% - +50% CHEMICAL +10% - +20% 34% +0% - +10% 15% PROCESS INDUSTRIES -5% - 0% TRANSPORTATION 313 M€ +7%* 19% ENERGIES 23% ELECTRONICS * Organic growth Q1 2024 vs Q1 2023 5 Mer

  6. Slide 6: 2024 guidance confirmed

    2024 guidance confirmed ORGANIC SALES OPERATING MARGIN BEFORE CAPITAL EXPENDITURE GROWTH NON-RECURRING ITEMS Between Around 5 % Around 11 % of sales €200m and €240m – Strong growth in the SiC – Positive volume effect, – Includes €110m-150m of semiconductors market negative mix effect capital expendi

  7. Slide 7: Questions?

    QUESTIONS ? 7 Mersen – Q1 2024 Sales

Mersen — Q1 2024 Earnings Presentation on 6ix