Vusion · EURONEXT:VU
Vusion — SES-imagotag — Q3 2022 Earnings Presentation
7 slides from Vusion's earnings presentation, Oct 27, 2022
Slide 1: Q3 2022 Sales
Q3 2022 SALES Analyst conference call Thursday, October 27, 2022
Slide 2: Sales Growth Accelerates
SES-imagotag – Q3 2022 Sales SALES GROWTH ACCELERATES Rest of Sales (€m) Europe Total > Q3 sales of €182m, +108% vs Q3 2021 World Q3 2022 138.3 43.5 181.8 > 9-mo. sales reached €468m, up +61% Q3 2021 62.4 25.1 87.5 vs previous year Change (%) +121.7% +73.5% +107.9% > 9-mo order entries increased +22
Slide 3: Revenue by Geography
Revenue by Geography (€m) Q3 2022 Sales €182m YTD €468m EUROPE +122% › Q3 2022 growth +122% › 9-mo. growth +64% 138 › 12-mo. Rolling growth +54% €88m YTD €290m AMERICAS & APAC › Q3 2022 growth +73% 62 +73% › 9mo. growth +53% 44 24% of total › 12-mo. Rolling growth +55% 25 Q3 2021 Q3 2022 AMERICA & A
Slide 4: VAS up +63%, to €27m in Q3 and €72m in 9-mo 2022
VAS up +63%, to €27m in Q3 and €72m in 9-mo 2022 €m 72 +63% (€m) 9M 2021 9M 2022 Total Sales 290 467 +61% 44 ESL Sales 246 395 +61% VAS Sales 44 72 +63% VAS % 15.3% 15.5% +0.2pts 9M 2021 9M 2022 4
Slide 5: Order Entries (€M)
Order Entries (€M) 9-month 2022 Order Entries €547m €448m > Q3 orders grew +16% to €162m > 9-mo. orders increased +22% to €547m > 12-mo rolling OE reached €700m; over the past 12 quarters orders totaled €2bn, a significant milestone 9-month 2021 9-month 2022 5
Slide 6: Outlook
Outlook › Despite a complex geopolitical context and inflationary headwinds, SES-imagotag’s order backlog and pipeline are at an all-time high › The Group remains confident in its ability to deliver 2022 top-line growth of 40%+, annual sales of €600m+, and ongoing profitability improvement. › 2023 v
Slide 7: Q3 2022 Sales
Q3 2022 SALES Analyst conference call Thursday, October 27, 2022