Andritz Ag · VIE:ANDR
Andritz — Andritz Hydro — Investor Presentation (April 2023)
21 slides from Andritz's investor presentation, April 2023
Slide 1: Renewable Energy Solutions for Hydro
HYDRO RENEWABLE ENERGY SOLUTIONS FOR HYDRO COMPANY PRESENTATION APRIL 2023
Slide 2: Multiple Roles of Hydropower
MULTIPLE ROLES OF HYDROPOWER ELECTRICITY transportation, heat, power & light WATER STORAGE ENERGY STORAGE flood mitigation, irrigation, peak load generation, water supply & navigation energy balancing & grid stability 2 COMPANY PRESENTATION / © COPYRIGHT 2023 BY ANDRITZ HYDRO GMBH
Slide 3: Possibilities and Opportunities
POSSIBILITIES AND OPPORTUNITIES Hydropower generation Technically feasible potential ~4,278 T W h / y e a r ~15,800 T W h / y e a r Source: IEA World Energy Outlook 2021 Technically feasible hydropower potential (GWh/year) Power generation from hydropower (GWh/year) 3 COMPANY PRESENTATION / © COPYRI
Slide 4: Scenario 2050: Power Generation from Hydropower
POWER GENERATION FROM HYDROPOWER SCENARIO 2050 4 Low-head 1 Pumped Storage 6 Hybrid (Hydro and Wind) Very low-head 5 Run-off-River 2 Tidal current array 7 Hybrid (Hydro and Solar) 8 3 Small Hydropower 4 COMPANY PRESENTATION / © COPYRIGHT 2023 BY ANDRITZ HYDRO GMBH
Slide 5: Your Global Partner
WORLD MARKET leading in SERVICE & LEADER for hydraulic YOUR REHABILITATION power generation >180 YEARS >125 YEARS >25 GW total of turbine experience GLOBAL electrical equipment installed capacity experience of Compact Hydro units Complete range up to >31,900 turbines (>471,000 MW) installed PARTNER
Slide 6: From the Historic Pioneers of Technology to a Modern Market Leader
FROM THE HISTORIC PIONEERS OF TECHNOLOGY TO A MODERN MARKET LEADER 2021 Largest rehabilitation project (Mexico) THE PIONEERS CREATED THE FOUNDATION 2021 Co-located energy plant (Kidston, Australia; PSP, Solar, Wind) 2016 First commercial tidal current array unit (Meygen, Scotland) 2012 World largest
Slide 7: Global Presence, Close to Our Customers
GLOBAL CLOSE TO OUR PRESENCE LOCAL CUSTOMER EUROPE Austria: Graz, Linz, Norway: Jevnaker Vienna, Weiz Portugal: Porto Czech Republic: Prague, Scotland: Glasgow NORTH AMERICA Budweis Slovakia: Levice ASIA Finland: Tampere Spain: Madrid Georgia: Tbilisi Sweden: Nälden Canada: Boucherville, Chambly, Bh
Slide 8: Facts and Figures
FACTS AND FIGURES LARGE HYDRO SERVICE & REHAB SMALL HYDRO Figures Order intake Order backlog Revenue EBITA 2022(*) 1,956.6 MEUR 3,165.5 MEUR 1,538.0 MEUR 114.7 MEUR (*) – incl. pumps division 8 COMPANY PRESENTATION / © COPYRIGHT 2023 BY ANDRITZ HYDRO GMBH
Slide 9: From Water to Wire
FROM WATER TO WIRE 1 2 11 1 Gates 2 Penstocks 3 Inlet valve 10 6 9 4 Turbine 8 5 Generator 7 6 Automation, control and protection 7 Medium voltage switchgear 5 8 Power transformer 9 Large Battery Storage 3 4 10 High voltage switchgear 11 Transmission line 9 COMPANY PRESENTATION / © COPYRIGHT 2023 BY
Slide 10: From Water to Wire: Whole Life Cycle
FROM WATER TO WIRE We support the WHOLE LIFE CYCLE of a power plant! Design Model test Manufacturing Installation Spare part Service Commissioning Maintenance Training Operation 10 COMPANY PRESENTATION / © COPYRIGHT 2023 BY ANDRITZ HYDRO GMBH
Slide 11: Large Hydro
LARGE HYDRO Turnkey electro-mechanical equipment Rehabilitations and Upgrades New hydropower plants 11 COMPANY PRESENTATION / © COPYRIGHT 2023 BY ANDRITZ HYDRO GMBH
Slide 12: Small Hydro
SMALL HYDRO Turnkey solutions (< 30 MW / unit) Modular system design Off-grid design 12 COMPANY PRESENTATION / © COPYRIGHT 2023 BY ANDRITZ HYDRO GMBH
Slide 13: Service & Rehab
Modernization Upgrade and Uprate Operation & Maintenance SERVICE & REHAB ISO 55001:2014 // ISO 27000: 2013 COMPANY PRESENTATION 13 / © COPYRIGHT 2023 BY ANDRITZ HYDRO GMBH
Slide 14: The Global Mega Trends
THE GLOBAL MEGA TRENDS INCREASE OF RENEWABLES ENERGY TRANSITION CLIMATE CHANGE 14 COMPANY PRESENTATION / © COPYRIGHT 2023 BY ANDRITZ HYDRO GMBH
Slide 15: Renewable Solution: Pumped Storage
RENEWABLE SOLUTION: PUMPED STORAGE BALANCES VOLATILITY OF ENERGY DEMAND "FROM WATER-TO-WIRE" (W2W) SOLUTIONS FIXED OR VARIABLE SPEED GRID CODE COMPLIANCE 15 COMPANY PRESENTATION / © COPYRIGHT 2023 BY ANDRITZ HYDRO GMBH
Slide 16: Renewable Solution: Synchronous Condenser
RENEWABLE SOLUTION: SYNCHRONOUS CONDENSER BALANCES GRID VOLATILITY EFFECTED BY WIND AND SOLAR RELIABLE, PROVEN AND COST-EFFECTIVE TECHNOLOGY LARGE ROTATING MASS TO IMPROVE GRID STABILITY, PROVIDING INERTIA PROVIDES OVERLOAD CAPABILITY, SHORT CIRCUIT POWER, REACTIVE POWER 16 COMPANY PRESENTATION / ©
Slide 17: Renewable Solution: Co-located Energy Plant
RENEWABLE SOLUTION: CO-LOCATED ENERGY PLANT COMBINATION OF DIFFERENT RENEWABLE ENERGY SYSTEMS CORE COMPONENT - PUMPED STORAGE SOLUTION COMPENSATE VOLATILITY LOCALLY © PICTURE BY POWER-TECHNOLOGY.COM 17 COMPANY PRESENTATION / © COPYRIGHT 2023 BY ANDRITZ HYDRO GMBH
Slide 18: New Technologies and Concepts
NEW TECHNOLOGIES AND CONCEPTS HYDROGEN. Installed electrolysis capacity up to 100 MW. OCEAN ENERGY. GENERATING POWER from ocean waves, currents or tidal streams 18 COMPANY PRESENTATION / © COPYRIGHT 2023 BY ANDRITZ HYDRO GMBH
Slide 19: Renewable Solution: Automation and Digitalization
RENEWABLE SOLUTION: AUTOMATION AND DIGITALIZATION SEAMLESS AND SECURE ACCESS WITH MODERN DIGITAL SOLUTIONS Integrated Automation Digital Operation & Maintenance Cyber Security 19 COMPANY PRESENTATION / © COPYRIGHT 2023 BY ANDRITZ HYDRO GMBH
Slide 20: Your Global Partner for Hydro Solutions
YOUR GLOBAL PARTNER FOR HYDRO SOLUTIONS Follow us: andritz.com/hydro contact-hydro@andritz.com linkedin.com/company/andritz-hydro 20 COMPANY PRESENTATION / © COPYRIGHT 2023 BY ANDRITZ HYDRO GMBH
Slide 21: Legal Disclaimer
LEGAL DISCLAIMER © ANDRITZ AG 2023 This presentation contains valuable, proprietary property belonging to ANDRITZ AG or its affiliates (“the ANDRITZ GROUP”), an d no licenses or other intellectual property rights are granted herein, nor shall the contents of this presentation form part of any sales