Warehouses De Pauw SA · EURONEXT:WDP
Warehouses De Pauw SA — WDP — Investor Day (2023)
19 slides from Warehouses De Pauw SA's investor day presentation, 2023
Slide 1: Beyond Storage Space: The Logistics Powerhouse
BEYOND STORAGE SPACE: THE LOGISTICS POWERHOUSE 1
Slide 2: Agenda
AGENDA 1.0 BOOSTING PRODUCTION PIVOTAL IN ACCELERATING E-MOBILITY 2.0 BEYOND STORAGE SPACE: THE LOGISTICS POWERHOUSE 3.0 Q&A 2
Slide 3: Boosting Production Pivotal in Accelerating E-Mobility
1.0 BOOSTING PRODUCTION PIVOTAL IN ACCELERATING E-MOBILITY
Slide 4: Electrification Leads to a Higher Need for Electrical Power
ELECTRIFICATION LEADS TO A HIGHER NEED FOR ELECTRICAL POWER Europe’s turnaround in electrification underpin the potential role of warehouses as powerhouse E-TRANSPORT WILL Yearly electricity consumption for Belgium SIGNIFICANTLY INCREASE Historical and assumed for future OUR CLIENT’S ENERGY CONSUMPT
Slide 5: Standard Power(ware)house
STANDARD POWER(WARE)HOUSE Crucial role within our client’s electrification and decarbonization process Solar profile Capacity 2 MWp Generation 2,000 up to 2,400 MWh/y Investment CAPEX ~1.5m euros Electricity consumption Targeted IRR ~8% 20,000 m² Need 1,040 MWh/y Future need Up to 3,000 MWh/y TODAY’
Slide 6: Solar Roadmap
SOLAR ROADMAP Maximizing our warehouse’s rooftop capacity Targeted capacity 250 MWp Installed capacity Projected investment: 150m euros(1) 95 MWp 113 MWp targeted IRR of ~8% Targeted capacity of 250 MWp generates e-power 2008 2021 2022 2025 for 100,000 households BASIS FOR FUTURE INVESTMENTS IN ENER
Slide 7: Europe's Largest Solar Field on 1 Roof
EUROPE’S LARGEST SOLAR FIELD ON 1 ROOF Increasing WDP’s total energy capacity with over 20% WDPort of Ghent 25 MWp installed capacity generating 21,000 MWh 37,000 solar panels GHG avoidance: Total 3,400 TCO2e Investment of 16 million euros Client 125 TCO2e Power generation for ~9,000 families 7
Slide 8: Championing Innovation in Solar Power
CHAMPIONING INNOVATION IN SOLAR POWER Operational challenges met by multidisciplinary team in 9 months WDPort of Ghent 2.5 km of new cables from the warehouse site, under a railway track via a directional Dedicated tunnels for drilling towards grid by cabling implemented Fluvius during groundwork ph
Slide 9: Beyond Storage Space: The Logistics Powerhouse
2.0 BEYOND STORAGE SPACE: THE LOGISTICS POWERHOUSE
Slide 10: WDP Energy
WDP ENERGY Accelerating energy demand: transport electrification and decarbonization sparks infrastructural investments Green electricity through PV for warehouse EV charging infrastructure Batteries supporting EV charging Intelligent energy management system Low carbon exploitation of warehouse sit
Slide 11: Turning Warehouse Sites into Charging Hubs
TURNING WAREHOUSE SITES INTO CHARGING HUBS Local energy consumption profiles of clients can be further optimized 1 TODAY’S CLASSIC OPERATIONS 2 Solar production Energy consumption not covered by solar production 3 and sourced from grid WH operations’ WH energy consumption energy consumption covered
Slide 12: Turning Warehouse Sites into Charging Hubs
TURNING WAREHOUSE SITES INTO CHARGING HUBS Local energy consumption profiles of clients can be further optimized UP TO 3x WH energy consumption 1 E-TRANSPORT WILL SIGNIFICANTLY INCREASE OUR CLIENT’S ENERGY CONSUMPTION WAREHOUSE ENERGY CONSUMPTION PROFILE WILL CHANGE DUE TO CHARGING SPIKES BY TRUCK,
Slide 13: Turning Warehouse Sites into Charging Hubs
TURNING WAREHOUSE SITES INTO CHARGING HUBS Energy storage has the potential to offset grid connection (limitations) and improve local self-consumption SMART CHARGING BATTERIES Delaying charging to when excess solar is Shift the excess production 1 produced & tackling unpredictable EV of solar energy
Slide 14: Click for video
Click for video 14
Slide 15: Innovative Smart Energy Hub Concept
INNOVATIVE SMART ENERGY HUB CONCEPT The new standard for future-ready logistics WDP Log-E Energy storage Energy generation E-parking hub Energy management 15
Slide 16: Charging Roadmap
CHARGING ROADMAP Extending the value proposition of logistics real estate DEVELOPMENT OF CHARGING INFRASTRUCTURE NETWORK FOR E-MOBILITY CREATION GREEN MOBILITY HUBS PAY PER CHARGE EXPAND SOLAR CAPACITY BUILT WITH CAR CHARGERS 2007-23 2025 > 2025 16
Slide 17: WDP Energy
WDP ENERGY Energy as a full additional service for our clients Maximising solar capacity (Public) charging points for Full roof installations cars, vans and trucks Innovative solutions Battery technology Energy flow management E-heating a.o. adapted to grid capacity 17
Slide 18: In-House Expertise and Execution Power
IN-HOUSE EXPERTISE AND EXECUTION POWER Multiple experts with +10y experience in the energy market BUSINESS DEVELOPMENT ENERGY To investigate technical, financial & organizational aspects of new energy products SUSTAINABILITY MANAGER To navigate towards net-zero and sustainable warehouses SUSTAINABIL
Slide 19: Today's Realizations Pivoting Towards Tomorrow
TODAY’S REALIZATIONS PIVOTING TOWARDS TOMORROW A valuable contribution to the electrification and decarbonization in logistics and transport 1st Green Mobility Hub Solar capacity AC chargers 113 MWp installed 85 installed 90 MWp in execution 500 ongoing 250 MWp targeted by 2025 Fast chargers (>50 kW