Meyer Burger Investor Presentation
Path to profitability - target cost indication December 2023
COGS [EUR/module]
Direct materials
Direct labor
Other OPEX (incl. ramp-up costs and depreciation)
Full loading of manufacturing lines is key to sustained
profitability to be reached in 2023
February 2023 COGS still burdened by ongoing ramp-up
(underabsorption and production variances, costs
attributable to commissioning of third German line and build
of U.S. lines)
Main drivers to achieve 2023 target costs are
Feb. 2023
Target Dec. 2023
MEYER BURGER
•
Production volume
•
Wafer price
•
Yield
Direct labor costs are not a significant cost driver due to the
high degree of automation
With increased volume and lower cost, expect positive
EBITDA for FY 2023
Meyer Burger Technology AG, Presentation for Investors, Analysts and Media, March 23, 2023
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