Nexans Sa · EURONEXT:NEX
Nexans Sa — Q1 2021 Earnings Presentation
12 slides from Nexans Sa's earnings presentation, Apr 29, 2021
Slide 1: 2021 First Quarter Financial Information: Head Start to the Year
2021 FIRST QUARTER FINANCIAL INFORM ATO _ - 4 eee : : : Lo — 3 ee a) NEXANS he ll HEAD STARTTOTHE YEAR CHRISTOPHER GUERIN, CEO JEAN-CHRISTOPHE JUILLARD, CFO 29APRIL 2021 PARIS
Slide 2: Forward-looking statements disclaimer
This presentation contains forward-looking statements which are subject to various expected or unexpected risks and uncertainties that could have a material impact on the Company’s future performance. Readers are also invited to visit the Group’s website where they can view and download the 2020 ann
Slide 3: Q1 2021: Head Start to the Year
201 02 HIGHLIGHTS (MAIN ACHIEVEMENTS 03 KEY FINANCIALS O04 CONCLUSION J\exans Q1 2021: HEAD START TO THE YEAR +1.4%|!) SALES GROWTH SETTING ROBUST BASIS FOR THE YEAR + Healthy backlogs across all businesses + Customer selectivity for further value growth + Pricing increase offsetting first sequence
Slide 4: Risk Management, Innovation & Digitalization at the Heart of Nexans Strategy
J\lexans 302 ‘MAIN ACHIEVEMENTS: QO] HIGHLIGHTS 03 KEY FINANCIALS 04 CONCLUSION RISK MANAGEMENT, INNOVATION & DIGITALIZATION AT THE HEART OF NEXANS STRATEGY 5 PARTNERSHIPS TO MOVE-UP THE VALUE CHAIN B® Microsoft Business Services Reduce risk and promote best Electrify the future through : Connect lo
Slide 5: Nexans Turnkey EPCI Model Key Project Enabler
ie) 302 HIGHLIGHTS ‘MAIN ACHIEVEMENTS: 03 04 KEY FINANCIALS CONCLUSION J\exans NEXANS TURNKEY EPCI!") MODEL KEY PROJECT ENABLER FRONT-RUNNER IN U.S. OFFSHORE WIND, PREFERRED SUPPLIER ON EMPIRE WIND PROJECTS TURNKEY EPCI MODEL TO MITIGATE PROJECT RISKS & OPTIMIZE RETURNS BUOYANT U.S. OFFSHORE WIND MA
Slide 6: Offsetting Raw Material Inflation Through Price Management
04 QO] 302 03 J\lexans HIGHLIGHTS MAIN ACHIEVEMENTS KEY FINANCIALS OUTLOOK OFFSETTING RAW MATERIAL INFLATION TROUGH PRICE MANAGEMENT INTEGRATED MANUFACTURING & CONTRACT ENGINEERING AN INTEGRATED MANUFACTURING PROCESS: REAL TIME COST MONITORING Conductor RYE (Copper, Aluminum) *~———* SHEATHING I/ FAI
Slide 7: From Volume to Smart Growth
ie) 302 HIGHLIGHTS ‘MAIN ACHIEVEMENTS: 03 KEY FINANCIALS 04 OUTLOOK J\exans FROM VOLUME TO SMART GROWTH IN DEPTH ANALYTICS SUPPORTS TAILORED SOLUTIONS & INNOVATION II/ SHIFT TRANSFORMATION: HIGHER SELECTIVITY FOR HIGHER VALUE II/ SHIFT PRIME: FOCUSING ON CUSTOMERS & INNOVATION CUSTOMERS PLATINUM) Go
Slide 8: Building & Territories Showing Sequential Improvement
ie) J\exans 02 203 04 HIGHLIGHTS ‘MAIN ACHIEVEMENTS: KEY FINANCIALS CONCLUSION BUILDING & TERRITORIES SHOWING SEQUENTIAL IMPROVEMENT AND UP +3.3% YoY EXCLUDING CHESTER PLANT BUILDING: Customer selectivity pursued. Dynamic activity in South America and in Atrica & Middle East supported by upturn in c
Slide 9: Industry & Solutions +6% Rebound in Q1 2021
ie) J\exans 02 203 04 HIGHLIGHTS ‘MAIN ACHIEVEMENTS: KEY FINANCIALS CONCLUSION INDUSTRY & SOLUTIONS +6% REBOUND IN Q1 2021 BOOSTED BY AUTO HARNESSES AND AUTOMATION AUTOMATION: Strong recovery in Europe TRANSPORT”: Sustained demand related to subway lines in China and Europe while Aerospace & Defense
Slide 10: Telecom & Data Significant Upturn
JS\exans 01 02 >03 04 HIGHLIGHTS (MAIN ACHIEVEMENTS KEY FINANCIALS CONCLUSION TELECOM & DATA SIGNIFICANT UPTURN IN LAN CABLES & SYSTEMS AND SPECIAL TELECOM LAN CABLES AND SYSTEMS: Upturn in SPECIAL TELECOM (SUBSEA): Organic SIGNIFICANT EVENTS DURING THE QUARTER Asia, Europe and delivery of major gro
Slide 11: High Voltage & Projects Affected by Q1 2020 Base Effect
J\exans ie) 02 203 04 HIGH VOLTAGE & PROJECTS AFFECTED BY Q1 2020 BASE EFFECT BACKLOG AND EXECUTION REMAIN STRONG SUBSEA HIGH-VOLTAGE: Sales LAND HIGH-VOLTAGE: Sound activity in ~80% PLANT LOAD FOR THE NEXT 2 YEARS reflecting project phasing and line with project execution and pursued ALDEN, NORWAtE
Slide 12: Upcoming events
J\lexans p a i Upcoming events: _ ambition in motion: L: Future. + Annual General Meeting May 12 "+ Half-year earnings July 28