Meyer Burger Investor Presentation
MEYER BURGER
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Extremely attractive USA
business case with upside
Bright outlook on the basis of
Firm multi gigawatt offtake by DESRI, Ingka and BayWa of
cumulated 5.4 GW until 2029
IRA incentive for cell remains fully with Meyer Burger, IRA
incentive for module will be shared according contracts with
offtake customers (not for residential customers)
Wafer price risk borne by customers, sales price over
contract term fixed, achievability of cost structure already
demonstrated in ongoing production in Germany
EBITDA margins for US business of >25% expected
upon completion of ramp-up in 2025
Meyer Burger working on further offtake agreements in the
USA (utility and possibly also rooftop), potentially signed
within 2023 and selection process for additional production
site in the works
Meyer Burger Technology AG, Presentation for Investors, Analysts and Media, August 17, 2023
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