Gaztransport & Technigaz Sa · EURONEXT:GTT
Gaztransport & Technigaz Sa — Q1 2021 Earnings Presentation
11 slides from Gaztransport & Technigaz Sa's earnings presentation, Apr 19, 2021
Slide 1: Investor presentation: Q1 2021 Activity update
Investor presentation Q1 2021 Activity update April 19, 2021
Slide 2: Disclaimer
Disclaimer This presentation does not contain or constitute an offer of securities for sale or an invitation or inducement to invest in securities in France, the United States or any other jurisdiction. It includes only summary information and does not purport to be comprehensive. No representation,
Slide 3: Q1 2021 Key Highlights
Q1 2021 Key Highlights Q1 2021 Revenues: €87.6 million, -15 % vs Q1 2020 Core business: new orders of LNGCs and VLECs - Q1: 2 LNGCs - In April: 4 LNGCs and 2 VLECs FID Qatar North Field Expansion: +33 Mtpa, adding significant order potential for GTT Innovation: development of new technologies that u
Slide 4: Q1 2021 orderbook
Q1 2021 orderbook CORE BUSINESS Order book: 125 units Q1 2021 movements in the order book 105 LNGC 1 FLNG New orders: 2 (2 LNGC) 5 VLEC 6 Onshore storage Deliveries: 24 (19 LNGC, 4 VLEC, 1 FSRU) 2 FSU 3 GBS 3 FSRU NEW BUSINESS (LNG FUEL) Order book: 12 units Q1 2021 movements in the order book 8 ULC
Slide 5: c.100 more LNGCs required for liquefaction projects under construction
c.100 more LNGCs required for liquefaction projects under construction LNGCs supply demand balance of Under Construction liquefaction plants Contracted Forecasted Project Location Capacity LNGCs requirement Start-Up (mtpa) Tangguh Phase 2 Indonesia 2022 3,8 2 Sabine Pass T6 US East 2022 4,5 10 Coral
Slide 6: Demand for LNG remains strong in China
Demand for LNG remains strong in China China monthly LNG demand 10 Chinese LNG imports have reached a 8 monthly all time high in January (8.5Mtpa), 6 led by record low temperature in China 4 2 - Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 5 years range 2018 2019 2020 2021 China LNG demand by 203
Slide 7: Innovation update: GTT conquers new technological frontiers for its clients
Innovation update: GTT conquers new technological frontiers for its clients Segment Membrane Multigas Digital solutions LNG Fuel Boil-Off Ammonia Maintenance Large-capacity reduction readiness optimization container ships Technology Courtesy of Excelerate Energy Mark III Embarked tank AiP NO96 NO96
Slide 8: Elogen's new contract, a significant milestone
Elogen’s new contract, a significant milestone Elogen selected by German energy company E.ON Supply of a 1MW electrolyser, a transformer and a compression unit Elogen will also provide for the R&D development of a hydrogen purification unit The SmartQuart project, a full scale laboratory to transfor
Slide 9: Q1 2021 consolidated revenues
Q1 2021 consolidated revenues Summary financials Key highlights Q1 2020 Q1 2021 Change in euro thousand (%) Total revenues: €87.6 million (-15 %) Revenues 102 481 87 557 -15 % Revenues from newbuilds (royalties): Newbuilds 99 433 82 846 -17 % €82.8 million (-17 % vs 2020 peak) % of revenues 97 % 95
Slide 10: FY 2021 outlook confirmed
FY 2021 outlook confirmed Revenues(1) • Order book at high level translating into strong revenues visibility (until 2025) 2021 consolidated revenue • Most 2020 orders will be delivered over a estimated in a range of €285M longer period than usual and will generate to €315M(4) limited revenues in 202
Slide 11: Conclusion
Conclusion +550 highly-skilled GTT teams are committed to building a sustainable world 11
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