Meyer Burger Investor Presentation
U.S. Opportunity Remains Highly Attractive
U.S. Solar PV Deployment Forecast, by SEIA(1)
Installed Capacity (GW)
20
20
123
12
28
18
33
38
28
24
47
43
32
2
36
6
6
6
7
7
8
2.0 GW Module Facility in Goodyear (AZ)
Q2 2024
Start of
Production (2)
500
Employees (3)
10k
Solar Modules
per Day (3)
2.0 GW Cell Facility in Colorado Springs (CO)(3)
~Year
End 2024
Start of
Production (2)
DESRI
350
Employees (3)
1.4m
HJT Solar Half
Cells per Day (3)
INGKA™
BayWa
✓
Mid-term EBITDA
of CHF 250m
expected to be
achievable,
subject to
completion of
U.S. facilities (2)
2022
2023E
2024E
2025E
Residential
■Commercial
2026E
■Community Solar
2027E
Utility
Volumes backed by long-term off-take commitments
(~5.4 GW) with blue-chip utility customers
Source: Company Information; 1) SEIA/Wood Mackenzie Power & Renewables U.S. Solar Market Insight 2022 Year in Review 2) Subject to financing, including a combination of the rights issue, the export financing loan and either the 45X or the DOE loan; 3) At
run-rate production
☑ MEYER BURGER
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