Investor Presentaiton
Smart Vision Systems
(in million €
unless stated otherwise)
H1 2023
H1 2022
A in %
Q3 2023
Turnover
250.2
234.8
+6.6%
- 6.9% vs Q3 2022
Added value
59.6%
58.1%
EBITA
44.9
41.6
+7.9%
ROS
18.0%
17.7%
vs H1 2023
Orderbook
143.9
EBITA** & ROS
Turnover (€ m) 337.4
360.9
393.2
393.0
429.8
499.7
YoY growth (%) 4.0%
7.0%
8.9%
-0.1%
9.4%
16.3%
120
100
80
60
40
34.1
20
0
2017
25
TH
•
HIGHLIGHTS Q3 2023
The turnover at Security Vision remained stable in a market with short ordering
cycles
The turnover at 2D and 3D Machine Vision declined, due to destocking effects
and lower demand in the consumer electronic and factory automation market
• The ROS decreased compared to the first half of 2023 due to the lower activity
level while continuing the cost level to anticipate the next upturn
TURNOVER SPLIT
19.1%
19.0%
20
17.2%
20
Other
13%
15.8%
15.8%
14.3%
95.5
98.8
15
73.8
10.1%
62.1
56.9
56.3
87%
10
2018
2019
2020
2021
2022
H123LTM
LO
Adjusted for acquisitions and currency effects, turnover increased 4.8% organically, with price effects accounting for 4.0%
EBITA before one-off income and expenses
Vision Technology
GEOGRAPHICAL SPLIT
3% 9%
21%
O
22%
■Netherlands
Europe (other)
■ Asia
North America
■ROW
45%
SMART TECHNOLOGIES <View entire presentation