Andritz Ag · VIE:ANDR
Andritz — Investor Day (September 2021)
17 slides from Andritz's investor day presentation, Sep 15, 2021
Slide 1: ANDRITZ Capital Market Day 2021 – Hydro
ANDRITZ CAPITAL MARKET DAY 2021 HYDRO WOLFGANG SEMPER SEPTEMBER 15, 2021
Slide 2: Review CMD 2019: Roadmap 2020-2022
REVIEW CMD 2019: ROADMAP 2020 -2022 TARGET STATUS • Continue with structural adjustments Hydro capacities adjusted to market volume in Hydro Achieved Closing and right-sizing of locations in Europe and Latin America • Continuing capacity adjustments led to leaner business structures and headcount re
Slide 3: International Energy Agencies
INTERNATIONAL ENERGY AGENCIES Net Zero by 2050 – A Roadmap for the Global Energy Sector In its Net Zero Emissions scenario, while solar PV and wind power are projected as generating the vast majority of electricity, global hydropower capacity will also need to significantly grow, “doubling by 2050”.
Slide 4: Hydropower plants are a primary contributor to system flexibility
HYDROPOWER PLANTS ARE A PRIMARY CONTRIBUTOR TO SYSTEM FLEXIBILITY With low operational costs, existing reservoir hydropower plants are the most affordable source of flexibility today, while pumped storage and battery technologies are increasingly complementary in future power systems Global electric
Slide 5: Solid market outlook for hydropower
SOLID MARKET OUTLOOK FOR HYDROPOWER Greenfield and brownfield outlook Gross capacity additions by project type 2021-30 globally (left) and by region for brownfield projects only (right) Between 2021 and 2030, new hydropower turbine installations, also referred to as gross capacity additions, are exp
Slide 6: Global market for E&M equipment
GLOBAL MARKET FOR E&M EQUIPMENT Market volatility mainly caused by large scale projects • Change/reduction of global market volume mainly caused by large-scale hydropower projects > 100 MEUR • Excluding large-scale hydropower projects > 100 MEUR, global electromechanical equipment market amounts to
Slide 7: Sustainable solutions/products
SUSTAINABLE SOLUTIONS/PRODUCTS How can ANDRITZ contribute to climate neutrality and climate protection with our products? • Low-carbon and pollution-free • Hydropower generates more than 4,000 terawatt hours of electricity globally every year, enough to supply over 1 billion people with clean energy
Slide 8: Sustainable solutions/products: Our products
SUSTAINABLE SOLUTIONS/PRODUCTS Our products • Electromechanical equipment for hydropower plants • 32,000 turbines with a total output of 470,000 megawatts have been installed or refurbished to date • Modernizations and retrofitting of turbines and generators • Offshore solutions: Tidal current turbi
Slide 9: METRIS DiOMera: Asset management platform
METRIS DIOMERA: OPER Operation ASSET MANAGEMENT MON Monitoring Assistance INTEL Predictive PLATFORM Assets Maintenance ➔ Tools, processes and techniques supporting SENSE Sensors’ HELPDESK OPT Operation Assistance the management of assets on a day to day basis systems Optimization within the O&M life
Slide 10: Environmental performance
ENVIRONMENTAL PERFORMANCE Oil-free design / Fish friendliness / Dissolved Oxygen TARGET air • Continue R&D efforts to maintain position as a competent and leading partner in environmental questions MARKET POTENTIAL FOR PRODUCTS AND RELATED SERVICES • Oil-free design – ANDRITZ with 120+ references is
Slide 11: Flexibility and grid stability
FLEXIBILITY AND GRID STABILITY Why Variable Speed? New Generator Technologies • Regulation of pump input power • Speed adjustment for optimum operation (efficiency, stability) • Variable Speed DFIM (Double Fed Induction Machine): approx. +/- 7 % speed range • Needed for large head variation and spec
Slide 12: Kidston Renewable Energy Hub
KIDSTON RENEWABLE ENERGY HUB The World’s first dispatchable renewable energy plant New energy concepts based on hybrid solutions balancing the energy before stressing the grid 50MW 270MW Kidston Solar Project Kidston Solar Project • Combination of a solar and wind power station (KS1) (KS2) with a pu
Slide 13: North America – Modernization and upgrade
NORTH AMERICA – MODERNIZATION AND UPGRADE Selected projects Carillon Generator station / Canada (14x 54 MW) Rock Island / USA (18 units, 624 MW total) Temascal / Mexico (4x 38.5 MW) Scope: re-equip turbine generator units and Scope: 4 units T&G Full-scale EM rehab rehabilitation of hydraulic passage
Slide 14: Sustainable solutions/products: XFLEX Hydro Demonstrator Vogelgrun
SUSTAINABLE SOLUTIONS/PRODUCTS HYDRO / XFLEX HYDRO Demonstrator Vogelgrun • Improving grid services by coupling hydropower and batteries • Key Objectives: • Hybridize the turbine unit with a battery of suitable energy capacity and power converter rating, to improve fast and dynamic frequency respons
Slide 15: Roadmap 2022-2024 (I)
ROADMAP 2022-2024 (I) Traditional Business Model • Cost Competitive Solutions keeps Levelized Cost Of Electricity at a considerable low level; engage in project development – greenfield as well as brownfield – at an early stage as preferred partner to secure our position and benefit from potential p
Slide 16: Roadmap 2022-2024 (II)
ROADMAP 2022-2024 (II) Green Deals / Carbon Neutrality • Renewables Integrated Plant combining variable renewables like solar PV, wind with (pumped) storage, e.g. Kidston / Australia • Synchronous Condenser a bespoken smart solution for modern grid requirements • Batteries: possible extension of ser
Slide 17: Many thanks!
ANDRITZ CAPITAL MARKET DAY 2021 MANY THANKS! SEPTEMBER 15, 2021