Vestas Wind Systems A/s · OMXCOP:VWS
Vestas Wind Systems A/s — Investor Presentation (June 2026)
13 slides from Vestas Wind Systems A/s's investor presentation, June 2026
Slide 1: Vestas Technology and Operations
Vestas Technology and Operations Vestas Wind Systems A/S Aarhus, June 2026
Slide 2: Today's Presenters
Today’s Presenters Felix Henseler EVP Vestas Technology & Operations 2
Slide 3: Vestas is the energy industry's global partner on sustainable energy solutions
Vestas is the energy industry’s global partner on sustainable energy solutions +36,000 +56,000 +200 GW 463m employees turbines under service installed wind turbine capacity tonnes CO2e displaced Every day, our employees help Our service technicians keep We have installed more wind Expected over the
Slide 4: Drivers to long-term financial ambition
Drivers to long-term financial ambition Drivers to achieve 10 percent EBIT margin Drivers • Offshore: Ramp-up, cost-out and extend competitiveness as we add volume to the platform 2026e Ambition • Quality: Drive operational performance, lower warranty costs and reduce the cost of poor quality throug
Slide 5: Vestas Technology and Operations core business areas
Vestas Technology and Operations core business areas Product Lines R&D Procurement jdaab Supply Chain Manufacturing Quality 5 Introduction to Vestas Technology & Operations
Slide 6: Vestas Technology and Operations
Vestas Technology and Operations Vestas Technology & Operations Felix Henseler Executive Assistant Finance Vivian Arenstrup Jensen Nikolaj Enevoldsen Vestas Ventures Communications Todd O’Neil Marianne Jensen Strategy & Transformation People & Culture Ole Kiil Ole Kvist Nicholaisen R&D Manufacturing
Slide 7: Value through performance end-to-end
Value through performance end-to-end Vestas Technology & Operations VALUE CREATION Product Performance Cost portfolio Quality Delivery Speed 7 VTO strategic transformation journey
Slide 8: Offshore continues its growth journey at Vestas
Offshore continues its growth journey at Vestas Annual Vestas Offshore deliveries Key Offshore markets for Vestas GW Offshore Deliveries First year of V236-15MW 10.1 GW Offshore backlog (Q1 2026) 4.0 Vestas Volume Secured serial manufacturing Europe 3.5 3.0 2.5 Total GWs 2.0 2.0 2.0 1.5 1.4 APAC 0.9
Slide 9: Offshore manufacturing footprint optimized to ensure competitiveness in key markets
Offshore manufacturing footprint optimized to ensure competitiveness in key markets Denmark Nacelles Blades Towers Poland Nacelles Towers Belgium A scalable and flexible global setup Powertrain Germany China with supply from Vestas’ own factories Generators Sideship and Vestas’ partner's factories B
Slide 10: V236-15MW Product development update
V236-15MW || Product development update Focus on V236 15MW project closure and roll out in 2026 KEY HIGHLIGHTS Changes • Safe Launch support • Positive LPF development on general offshore fleet (V164 & V174) • V236 15MW project progress: Official development project closure planned before end of 202
Slide 11: V236 Blades: Transformation program continues with strong process
V236 Blades || Transformation program continues with strong process Good takt time progress, however further improvements ahead Highlights V236 ramp-up continues with significant progress but still some challenges : Takt development NAKSKOV DK Ongoing activities: • Management of issue in Web moulds
Slide 12: V236 Nacelle: Steady improvement in Lindø and Szczecin takt time
V236 Nacelle || Steady improvement in Lindø and Szczecin takt time Good cycle time (takt) trend LINDO Takt development SZCZECIN Takt development Highlights Key: Planned Takt Actual Takt Lindø Hours Hours • Production in 2026 slightly ahead, with no backlog to be cleared. • Takt time plateaued near t
Slide 13: Thank You
Thank You Vestas.
Vestas Wind Systems — Investor Presentation (June 2026) on 6ix