Cenergy Holdings Sa · EURONEXT:CENER
Cenergy Holdings Sa — Investor Presentation (April 2021)
30 slides from Cenergy Holdings Sa's investor presentation, April 2021
Slide 1: The world runs on Cenergy – Corporate Presentation
The world runs on Cenergy Corporate Presentation © SapuraEnergy
Slide 2: Overview
Overview Have Power transmission 5 main production units in 4 countries Gas & liquid fuel and 4 supporting facilities Wind Energy Provide Hydrogen & CCS services worldwide for nearly 70 years Telecom & data transmission Construction Realize big projects in more than 70 countries long history of inno
Slide 3: Enabling the Energy Transition
Enabling the Energy Transition
Slide 4: What is Energy Transition?
What is Energy Transition? “Energy Transition refers to the global energy sector’s shift from fossil-based systems of energy production and consumption to renewable energy sources, as well as batteries.” S&P Global DNV-GL Energy Transition Outlook 2020
Slide 5: Clean energy for a greener future
Clean energy for a greener future Carbon Capture Oil & Gas More Renewables & Storage (CCS) Onshore & Offshore Complete Energy re-design of Storage Electrification of Transport & Industry Energy Systems Hydrogen + Electrolysis Biofuel Offshore wind & Solar Power-to-X More Renewables Onshore & Offshor
Slide 6: Global Outlook
Global Outlook 'Paris and much further': Biden to press world leaders Boosting Offshore Renewable Energy for a Climate to raise climate goals as US returns to fold Neutral Europe Biden has pledged to rejoin the Paris Agreement on To help meet the EU's goal of climate neutrality by climate – which th
Slide 7: Main pillars of our strategy
Main pillars of our strategy Electricity Gas Fuel / Biogas Wind Hydrogen CCS • Leading position and • Leading position in steel • Wide range of cable • Leader in R&D for • Long Experience in wide range of solutions pipes for gas pipelines solutions for onshore transportation hydrogen CO2 pipelines –
Slide 8: International Focus
International Focus Sales in 70 Countries Europe Global Sales Network America 80% Asia & Oceania 5% Headquarters 14% Sales 75% Outside Greece Africa 1% Icme Ecab, Romania Land cables Thiva, Greece Land cables Athens, Greece Thisvi, Greece Main offices Steel pipes Corinth, Greece Submarine cables
Slide 9: Leading the future – Innovation
Leading the future – Innovation Dynamic cables Hydrogen HVDC Green Wind structures - ready network solutions Hydrogen Floating foundation Electrolysis H2 Dynamic cables R&D programs for the safe Onshore & offshore HVDC systems R&D programs for exportation Program under development (MV & HV) transpor
Slide 10: Our integrated approach
Our integrated approach Onshore Power Cable Steel Tower Electricity Electrolysis Steel pipe Wind Mix in Gas Consumption as Electricity Energy Source Power Cable Hydrogen Offshore Offshore Foundation - Monopile 100% H2 Steel pipe or Hybrid cable (Electricity + hydrogen) Gas - Floating Hydrogen Power
Slide 11: ESG is our priority
ESG is our priority Environment • Improve environmental performance • Minimize waste • Apply responsible practices and pollution preventive actions Social • Provide a safe working environment • Protect our people during the pandemic • Support local communities • Empower our people through continuous
Slide 12: Sustainable Operation
Sustainable Operation Continuous improvement in Incorporating circularity principles Continuous efforts for energy material issues by investing by secondary metals utilization in efficiency and reduction of human and capital resources cables production carbon footprint Operational excellence program
Slide 13: Cables segment
oe”* Cables segment HELLENIC CABLES
Slide 14: Hellenic Cables at a glance
Hellenic Cables at a glance 1958 Established 160,000 Annual capacity in t of cables 50 Countries (Sales) 285 Investments in million € (last 10 years) - Medium & High voltage cables for Onshore & Offshore wind farms, interconnectors including power supply to O&G platforms. - Turnkey solutions, Onshor
Slide 15: State of the Art Manufacturing
State of the Art Manufacturing Thiva, Greece Icme Ecab, Romania Land cables Land cables Area: 175,000 m² Area: 268.000 m² Capacity: 60,000 t Capacity: 50,000 t Capabilities: LV, MV, HV & EHV power Capabilities: LV & MV power cables, cables, FO Telecom cables Blagoevgrad, Bulgaria Timber, wooden pack
Slide 16: Activities & Products
Activities & Products Energy Transmission, Telecom & Construction Turnkey Services (onshore & offshore) Distribution and data transmission & Industrial Renewables • Power Cables: LV, MV, HV & EHV • Telecom network cables • Rail, Signalling & Control • Route survey • Submarine & Land • Optical fibre
Slide 17: Developing an attractive portfolio
Developing an attractive portfolio Established Technological Capabilities High HVDC Land & Submarine Cables HVAC Submarine MV & HV Wind Turbine Dynamic MVAC Submarine cable systems, Onshore & Offshore Growth Subsea Pipes Potential EHV Land Flame Retardant Cables Power Umbilicals Special Cables for M
Slide 18: Offshore Positioning
Offshore Positioning Offshore Wind Subsea Interconnectors a c b Inter-Array Cables Export cables Interconnectors Up to 66 kV HVAC or HVDC HVAC or HVDC Strong relations with Developers, Grid Operators and Installers Offshore wind developers Grid Operators Installers
Slide 19: Project references Offshore and Onshore
Project references Offshore and Onshore Established player in Europe, actively involved in emerging markets (US, Asia) 20 19 14 9 11 5 6 15 13 2 1 17 4 7 18 3 12 10 16 8 Major Offshore Projects Major Onshore Projects Customer Project Country Customer Project Country Customer Project Country 1 Crete-
Slide 20: Reference project Hollandse Kust Zuid A&B (220 kV)
Reference project Hollandse Kust Zuid A&B (220 kV) Year : 2018-2021 Customer : TENNET Turnkey supply & installation in JV with Van Oord • Hellenic Cables’ first major offshore project in the Netherlands • Interconnector enabling the flow of 1.400 MW of offshore wind power to end users • Integral par
Slide 21: Growth Opportunities / Offshore
Growth Opportunities / Offshore Greece & Med Europe MENA & APAC Americas Long-term potential • North Sea to remain • Actively engaged in Taiwan, Firmly established for Floating Wind global leader: S. Korea, Australia in emerging US market 86 GW by 2030, • Both fixed-bottom and Floating 4x Vs 2020 Of
Slide 22: Steel pipes segment
Steel pipes segment
Slide 23: Corinth Pipeworks at a glance
Corinth Pipeworks at a glance 1969 Established 925,000 Annual capacity in t 45 Countries (Sales) 150 Investment in million € (last 10 years) • Steel pipes for onshore & offshore energy projects and hollow © Balticconnector sections for construction sector • Widest production range of steel pipes & d
Slide 24: Our Activity
Our Activity Gas & liquid fuel Construction Hydrogen CCS (Carbon Capture & Storage) Onshore pipeline Electrolysis Drilling & extraction Offshore pipelines CO2 pipelines Our Customers Hydrogen pipelines
Slide 25: Worldwide presence
Project Reel lay projects Worldwide presence Location Type North & Norwegian sea Gas & carrier, Offshore reel lay Length (km) >800km North America Europe Project Baltic interconnectors 8,500Km 7,000Km CIS & Asia Location Denmark, Finland, Estonia Project Location GoM offshore projects Gulf of Mexico
Slide 26: All in one location
All in one location 9 12 10 1 4 11 Port 7 6 5 12 3 2 13 12 8 CWC 12 Pipe mills Coating Solutions Supporting / downstream 1. HFIW 5. Coating mill 9. Port facilities (exclusive use) 2. SAWL 6. Coating mill 10. Weld on Connectors 3. SAWH 7. Lining mill 11. Laboratory (+ sour service conditions) 4. HFIW
Slide 27: Reference project Karish gas export pipeline
Reference project Karish gas export pipeline Year: 2018-2019 Customer: ENERGEAN Laying contractor: TECHNIPFMC • Gas offshore • Deep water 1,750m Max water depth • Length 100km • Type: LSAW 24-30” In high wall thickness 22,2 - 31,2mm
Slide 28: Financial highlights
Financial highlights
Slide 29: Financial Performance
Financial Performance Steel pipes Cables segment segment CPW Industry CPW America AO TMK-CPW Hellenic Cables Fulgor Icme Ecab Lesco OOD Turnover Adjusted* EBITDA Turnover Turnover Adjusted* EBITDA Earnings before taxes 580 600 81 475 489 9 422 65 336 378 35 33 35 26 309 27 27 25 22 4 4 65 71 1 0 9 1
Slide 30: Evolution of Leverage
Evolution of Leverage Steel pipes Cables segment segment CPW Industry CPW America AO TMK-CPW Hellenic Cables Fulgor Icme Ecab Lesco OOD Working Capital Net Debt Working Capital Net Debt 291 255 256 242 183 163 160 129 125 89 101 98 95 64 48 51 2017 2018 2019 2020 2017 2018 2019 2020 2017 2018 2019 2
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