Rolls-royce Holdings Plc · LSE:RR.
Rolls-royce — Investor Day (November 2023)
8 slides from Rolls-royce's investor day presentation, November 2023
Slide 1: Rolls-Royce 2023 Capital Markets Day: Dr. Jörg Stratmann, President, Power Systems
ROLLS-ROYCE 2023 CAPITAL MARKETS DAY DR. JÖRG STRATMANN PRESIDENT, POWER SYSTEMS
Slide 2: Power Systems: Resilient business model in attractive growth markets
POWER SYSTEMS Resilient business model in attractive growth markets Revenue split (2022)1 POWER GENERATION GOVERNMENTAL MARINE INDUSTRIAL Mission-critical power Stable, high-power solutions Complete integrated systems Efficient, long-lasting engines Power Gen – 34% 15-20% >30% 15-20% 10-15% Governme
Slide 3: Capturing performance improvement opportunities
CAPTURING PERFORMANCE IMPROVEMENT OPPORTUNITIES Strategic initiatives driving margin improvements Power Systems operating profit improvements (£bn) Granular Strategic Initiatives 12-14% Power Generation Strengthen position with increased profitability in growing market Operating margin mid-term targ
Slide 4: Power Generation performance improvement
POWER GENERATION PERFORMANCE IMPROVEMENT Strategic initiatives driving margin improvements Power Generation operating profit improvements (£bn) LEVERAGE HIGH GROWTH MARKETS Build on strong position in data >20% centre market and focus on growth AI-related data centre spend growth p.a. with strategic
Slide 5: Profitable Governmental growth
PROFITABLE GOVERNMENTAL GROWTH Strategic initiatives driving margin improvements Governmental operating profit improvements (£bn) CAPTURE MARKET GROWTH Leverage technology leadership and >10% close customer relationships to Mid-term revenue growth per annum capture current market dynamics and servic
Slide 6: Profitable Marine growth
PROFITABLE MARINE GROWTH Strategic initiatives driving margin improvements Marine operating profit improvements (£bn) EXPAND SOLUTION OFFERING Grow integrated propulsion 2x solution offering in line with Sales potential Bridge to Propeller strategy SECURE LEADING Sustainable PORTFOLIO POSITION fuel-
Slide 7: Transition to lower carbon
TRANSITION TO LOWER CARBON Supporting our customers on their journey to net zero Alternative fuels Battery Energy Storage Solutions Further advance engines certified for alternative (BESS) fuels to support energy transition Strengthen existing Hybrid offerings portfolio and expand Digital initiative
Slide 8: Key messages
KEY MESSAGES Clear path forward to achieve substantial profit growth further enabling energy transition Operating margin Resilient of 12-14% business model with focus on profitable growth through diverse application and product portfolio Growing strongly Enabling in attractive markets energy transit