Vestas Wind Systems A/s · OMXCOP:VWS
Vestas Wind Systems A/s — Danske Bank Offshore Wind Energy Seminar (March 2023)
15 slides from Vestas Wind Systems A/s's conference presentation, Mar 8, 2023
Slide 1: Danske Bank – Offshore Wind Energy Seminar
Danske Bank – Offshore Wind Energy Seminar Morten Buchgreitz 08 March 2023
Slide 2: Agenda
Agenda Offshore in Vestas Manufacturing footprint Commercial pipeline The V236 platform & prototype Q&A Classification: Confidential
Slide 3: Our Portfolio – Offshore as one of the attractive growth drivers
Our Portfolio – Offshore as one of the attractive growth drivers Vestas uniquely positioned in the industry ONSHORE OFFSHORE SERVICE DEVELOPMENT Restarting growth Global expansion Solid growth Foundation in place Market expectation Market expectation Market expectation Vestas’ expectation 2022-2025
Slide 4: Vestas Corporate Slide Deck Q4 2022 Classification: Confidential
4 Vestas Corporate Slide Deck Q4 2022 Classification: Confidential
Slide 5: Vestas Corporate Slide Deck Q4 2022 Classification: Confidential
5 Vestas Corporate Slide Deck Q4 2022 Classification: Confidential
Slide 6: V236
V236 Classification: Restricted
Slide 7: V236
V236 Classification: Restricted
Slide 8: Optimal power generation from the industry's largest swept area
Optimal power generation from the industry’s largest swept area V236-15.0 MW™ with a swept area larger than 6 European football pitches V236-15.0 MW™ Approx. tip height: 261m Blade length: 115.5m 6 European football pitches 2 Swept Area 42,840m 2 Swept area: 43,742 m Power: 15.0 MW Approx. hub heigh
Slide 9: First kWh produced in December 2022
• First KWH produced in December 2022 • Production equivalent to consumption of 20,000 European households 9 Vestas Corporate Slide Deck Q4 2022 Classification: Restricted
Slide 10: V236-15.0 MW timeline
V236-15.0 MW™ timeline Launch Prototype build start Prototype Installation First kWh produced 1st ExW KS Certificate** Feb ’21 Q2 ’22 Q4 ’22 Q1 ‘23 Q4 ’24 Q1 ‘25 V236-15.0 MW 2022 2023 2024 2025 Prototype Certificate Provisional Type Certificate Type Certificate Japan Wind Q4 ’22 Q3 ‘23 Start Q1 ‘24
Slide 11: Global offshore manufacturing footprint & V236 PSA projects
Global offshore manufacturing footprint & V236 PSA projects A flexible setup with supply from Vestas’ own factories and partner factories for V164, V174 and V236 Denmark Nacelle UK Blades Blades Towers Korea To be confirmed Poland Nacelle USA MUNMUBARAM (2027) To be confirmed 84 x V236.15.0 MW HE DR
Slide 12: Our Offshore Pipeline
UK Our Offshore Pipeline Taiwan Korea Japan Germany + 2.5 GW of firm orders and >10 GW of conditional orders & preferred supplier agreements France Denmark US Poland CHANGFANG ZHONG NENG (ZONE 29) Phase 2 31 x V174-9.5 47 x V174-9.5 MW CSC CIP BALTIC EAGLE XIDAO 50 x V174-9.5 MW 5 x V174-9.5 MW Iber
Slide 13: A calculated leap to V236-15.0 MW
A calculated leap to V236-15.0 MW™ Building on proven track record from both offshore and onshore Optimisation and upgrade of existing, proven and reliable technology from V164-9.5 MW, V164-10.0 MW and V174-9.5 MW 9 MW variants Proven system designs on 136 GW+ combined installed fleet from Vestas on
Slide 14: Any questions?
Any questions? 14 Classification: Confidential
Slide 15: 15
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