Vusion · EURONEXT:VU

Vusion — SES-imagotag — Q1 2022 Earnings Presentation

6 slides from Vusion's earnings presentation, Apr 28, 2022

Slide 1: Q1 2022 Sales
Q1 2022 SALES Analyst conference call Thursday, April 28, 2022
Slide 2: Growth in line with expectations despite global supply issues
SES-imagotag – Q1 2022 Sales Growth in line with expectations despite global supply issues > Q1 2022 sales at €120m (+43%) > Rolling 12-month sales of €459m (+42%) Sales in €m Europe ROW Total > Value-added solutions (VAS) sales revenues were up +65% and accounted Q1 2021 62.6 21.5 84.1 for 15.5% of
Slide 3: Revenue by Geography (€M)
Revenue by Geography (€M) Q1 2022 Sales 150 €120m EUROPE +46% › Q1 2022 growth +46% 100 €84m 91 › 12-month Rolling growth +50% 50 62 AMERICAS & APAC +34% › Q1 2022 growth +34% 24% of total 22 29 › 12-month Rolling growth +21% 0 Q1 2021 Q1 2022 AMERICA & APAC EUROPE 3
Slide 4: Strong Order Entries (€M)
Strong Order Entries (€M) 200 Q1 2022 Order entries €170m 150 +53% > Q1 orders grew +53% at €170m €111m > 12-month rolling OE are up +34% 100 at a record €661m > Strong OE growth both in EU and Americas 50 0 Q1 2021 Q1 2022 4
Slide 5: Outlook
Outlook › Complex geopolitical & sanitary context › Global supply chain remains strained › The Group remains confident in its 2022 guidance and the continuation of its profitable growth strategy in line with the VUSION-23 strategic plan. 5
Slide 6: Q1 2022 Sales
Q1 2022 SALES Analyst conference call Thursday, April 28, 2022