American Superconductor Corporation · NASDAQ:AMSC
American Superconductor — Q1 2025 Earnings Presentation
14 slides from American Superconductor's earnings presentation, Jul 31, 2025
Slide 1: Transformative Power Solutions
Transformative Power Solutions Designing, developing and deploying power control systems that harmonize an increasingly complex energy system MAY | 2025
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains forward‐looking statements. Such forward-looking statements include those dependence upon attracting and retaining qualified personnel; a significant portion of our Wind segment about American Superconductor Corporation’s (“we,” “us,” “our,” “AMS
Slide 3: Table of Contents
Table of Contents 1 AMSC at a Glance PG. 04 2 Recent Acquisitions PG. 08 3 Positioned for Growth in Core Markets PG. 09 4 Investment Highlights PG. 11 5 AMSC Financial Performance PG. 12 © AMSC 2025 | 3
Slide 4: American Superconductor at a Glance
American Superconductor at a Glance Ticker: AMSC (NASDAQ) Enabling customers to power their factories in ways that scale without adding complexity or size Key Drivers How AMSC is Positioned to Capitalize on the Opportunity U.S. semiconductor production to reduce reliance on global supply chains driv
Slide 5: AMSC Solid Order Intake
AMSC Solid Order Intake Power control solutions that position us for growth Quarterly Orders Opportunities $ in USD millions Materials & Semiconductors $80 Protects the fab & mining operations from grid disturbances, powers and controls electrical equipment at site Manufacturing & Industrials Powers
Slide 6: Significant Semiconductor Market Opportunities
Significant Semiconductor Market Opportunities Rapid growth increases demand for power quality and control solutions to support fab reliability and efficiency The U.S. is the fastest-growing semiconductor manufacturing base, Power Resiliency and with ~200% capacity growth expected, double the global
Slide 7: Traditional Energy: A Growing Opportunity for Power Systems
Traditional Energy: A Growing Opportunity for Power Systems Positioned to capitalize on the resurgence of the traditional energy sector Market Resurgence in Traditional Power • Investments in the Permian Basin and other regions are reviving upstream, midstream, and downstream activity Driving Indust
Slide 8: Strategic Acquisitions Strengthening Operating Performance
Strategic Acquisitions Strengthening Operating Performance AMSC’s successful acquisitions leading to larger sales in multiple markets Acquisitions since 2020 driving financial growth: $100M+ in acquisitions doubled market capitalization, increased gross margin by nearly 50%, and quadrupled annual re
Slide 9: Positioned for Growth in Core Markets
Positioned for Growth in Core Markets $ in USD millions; FYE 3/31 Now Next More Content in Substation and Industrials for More Turbines with More Value More Ships with More Content Semiconductors and Traditional Energy Power Quality and Control Systems Wind Power Systems Ship Protection Systems • Po
Slide 10: Power Quality Solutions that Position Us for Growth
Power Quality Solutions that Position Us for Growth Electrical Control System for Power Conversion, Power Quality and Resilient Electric Ship Protection Wind Turbines (wtECS ) Control, and Supply Systems Reliability Solutions Grid (REG) Systems Systems (SPS) Voltage regulation and harmonic Component
Slide 11: Investment Highlights
Investment Highlights • Strong, sustained financial performance with 50%+ revenue growth, improved margins and positive operating cash flow1 • Large and growing market opportunity driven by proliferation of renewable energy generation, aging utility infrastructure and U.S. policy • Increased market
Slide 12: AMSC Financial Performance
AMSC Financial Performance $ in USD millions Revenue Q1’FY25 Guidance (as of May 21, 2025)1 $64-$68 $66.7 Revenue $64-$68 Net Income > $1 Non-GAAP Net Income * > $4 Q4 FY24 Q1 FY25E 1 This Q1FY25 guidance and expected Q1 revenue were provided on May 21, 2025 and is not being updated or confirmed her
Slide 13: Reconciliation of Forecast GAAP to Non-GAAP Net Income
Reconciliation of Forecast GAAP to Non-GAAP Net Income In millions, except per share data Three Months Ending June 30, 2025 Net Income $ 1.0 Stock-based compensation 2.6 Amortization of acquisition-related intangibles 0.4 Non-GAAP net income $ 4.0 Note: Non-GAAP net income is defined by the Company
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