Investor Presentaiton
1Q'22 Renewable Energy results
($ in billions)
5.0
Revenues
4.0
3.0
2.0
1.0
QUARTERLY RESULTS
6%
―%
(6)%
(12)%
Margin %
DYNAMICS
90
90
• Orders: $2.8B, (19) %org, equipment (24) %org due to
market driven Onshore U.S. decline; Services +5% org
.
• Revenue: $2.9B, (10)% org* equipment down from lower
Onshore U.S. deliveries & Grid selectivity; Services
+72% org* with higher Repower upgrades
Margin: (15.1)%, contracted (820)bps org* driven by
inflation across businesses, Onshore mix, volume & new
product transitions
•
(18)%
(24)%
1Q'21
2Q'21
3Q'21
4Q'21
1Q'22
Rev. Growth°rg*
Profit $
-%
9%
(9)%
(5)%
(10)%
(0.2)
(0.1)
(0.2)
(0.3)
(0.4)
* Non-GAAP Financial Measure
• FY'22: dependent on inflation, price & cost actions, U.S.
Onshore demand... proven leaders transforming
fundamentals
8View entire presentation