Investor Presentaiton
34
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HIGHLIGHTS
Added value increased across all segments
SMART MANUFACTURING
EBITA** & ROS
TURNOVER & AV
SMART VISION
SMART CONNECTIVITY
+ 6.6%
+ 2.8%
+ 7.6%
59.6%
49.5%
41.1%
58.1%
48.7%
38.5%
234.8
250.2
263.3
451.8
256.0
420.0
H1 2022
H1 2023
H1 2022
H1 2023
H1 2022
H1 2023
+ 7.9%
- 14.5%
18.0%
14.8%
+ 16.4%
11.5%
10.6%
12.3%
17.7%
44.9
38.0
52.0
44.6
41.6
32.5
H1 2022
H1 2023
H1 2023
H1 2022
H1 2023
•
.
Security Vision achieved growth
Weakening market conditions for
machine vision in Q2 (destocking)
Challenging operating environment for
machine vision expected to continue
H1 2022
Strong order intake
Operational inefficiencies from supply
chain issues impacted turnover growth
and ROS
Easing supply chain issues evident
Field services fully occupied with
installing backlog
Energy turnover growth, strong
contribution from subsea due to short
delivery terms. Order intake onshore
gradually weakened (destocking & project
delays)
Digitalization - improved results on stable
turnover due to focus on margins, € 4.9m
in import duties; import duties doubled
from August 1 onwards
* Adjusted for acquisitions and currency effects, turnover increased 5.0% organically, with price effects accounting for 4.1%
EBITA before one-off income and expenses
**
HIGHLIGHTS
EBITA** & ROS
TURNOVER & AV
47.0%
TOTAL
+ 5.3%*
49.1%
947.6
899.7
H1 2022
+ 3.6%
H1 2023
•
12.8%
115,6
H1 2022
12.6%
119,8
H1 2023
Added value expansion due to
positioning and sales price increases
ROS impacted by temporary effects and
machine vision slowdown in Q2
SMART TECHNOLOGIES <
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