Philippe Berterottière
Chairman and CEO
Replay available
Gaztransport & Technigaz S.A. (GZPZY) Q2 2025 Earnings Call
Gaztransport & Technigaz S.A. (OTC: GZPZY) Q2 2025 earnings conference call, held 2025-07-30. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Thierry Vallaud
Group Vice-President, Innovation
Anouar Kassi
Group Vice-President, Digital
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Gaztransport & Technigaz Sa.
Replay transcript excerpt
WEBVTT 00:00:01.212 -- 00:00:06.418 Good morning, ladies and gentlemen. I thank you very much to join 00:00:06.418 -- 00:00:09.122 us for this presentation 00:00:09.122 -- 00:00:15.549 of the GTT Alphorn 2025 results. 00:00:15.549 -- 00:00:19.694 In fact, GTT delivered 00:00:19.694 -- 00:00:24.800 very strong financial performance during these first 00:00:24.800 -- 00:00:26.483 six months. 00:00:26.483 -- 00:00:31.386 Let's look at that. The energy demand 00:00:36.278 -- 00:00:42.024 The LNG demand is remaining very strong as evidenced 00:00:42.024 -- 00:00:48.010 by four financial investment decisions already taken. 00:00:48.010 -- 00:00:54.855 Another key point is that we've acquired Danelec in May. 00:00:54.957 -- 00:01:00.143 Also, and we are going to talk about it, we are restructuring of 00:01:00.143 -- 00:01:02.143 Elogen 00:01:02.385 -- 00:01:06.518 and it's largely done. 00:01:06.518 -- 00:01:11.863 Our revenue has increased by 32% compared 00:01:12.287 -- 00:01:17.535 to the first six months of GTT last year, and our 00:01:17.535 -- 00:01:21.301 EBITDA has increased by 49%. And we 00:01:21.301 -- 00:01:25.364 have an EBITDA margin of 68%. That 00:01:25.808 -- 00:01:31.176 shows that we did not lose our lean and fit approach 00:01:31.176 -- 00:01:34.578 to costs and management. 00:01:36.185 -- 00:01:41.935 The order book is very strong and is supporting 00:01:41.935 -- 00:01:44.340 a long-term visibility. 00:01:44.340 -- 00:01:48.127 We have 280 energy carriers 00:01:48.127 -- 00:01:49.970 to deliver 00:01:49.970 -- 00:01:52.996 and we have 54 00:01:52.996 -- 00:01:57.852 energy as a fuel tanks to deliver. 00:01:57.852 -- 00:01:59.852 which 00:02:00.415 -- 00:02:04.660 is more important than one we had 00:02:04.660 -- 00:02:07.423 in December 2024. I 00:02:0...