Investor Presentaiton
Wind energy.
Redefine CFM market approach to better exploit opportunities
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Current market conditions challenging
Stagnating global installed wind turbine growth
German-centric customer base more than proportionally affected (new tendering procedures)
OEMs and suppliers are under high cost pressure and qualify further suppliers
Temporarily lower sales share due to sale of SGL Kümpers
Changing technologies (prepreg vs. fabrics vs. pultrusion) require adjustment of market approach
Several OEMs design new blades for large off-and on-shore wind turbines based on new technologies
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Beyond wind energy: additional opportunities identified in oil & gas industry
(e.g. pipes, risers, liquid gas tanks, and others)
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