Airbus Se · EURONEXT:AIR
Airbus — Shareholder Meeting (2024)
11 slides from Airbus's shareholder meeting presentation, 2024
Slide 1: Annual General Meeting 2024
Annual General Meeting 2024 Guillaume FAURY | Chief Executive Officer
Slide 2: Safe Harbour Statement
Safe Harbour Statement DISCLAIMER This presentation includes forward-looking statements. Words such as “anticipates”, “believes”, “estimates”, “expects”, “intends”, “plans”, “projects”, “may” and similar expressions are used to identify these forward-looking statements. Examples of forward-looking s
Slide 3: Company Highlights
Company Highlights Annual General Meeting 2024
Slide 4: FY 2023 Key Topics
FY 2023 Key Topics 4 ▪ Strong commercial momentum ▪ Guidance achieved: ▪ 735 commercial aircraft delivered ▪ EBIT Adjusted of € 5.8 bn ▪ FCF before M&A and Customer Financing of € 4.4 bn ▪ Net Cash of € 10.7 bn ▪ Dividend proposals: ▪ Dividend of € 1.80 per share ▪ Special dividend of € 1.00 per sha
Slide 5: FY 2023 Commercial Positioning
FY 2023 Commercial Positioning 5 Airbus Commercial Aircraft Consolidated Airbus Consolidated Airbus Order Book in units by Programme Order Book in value by Region External Revenue by Division A220 7% Europe 34% Airbus 72% A320 84% Asia Pacific 31% Helicopters 11% Defence and A330 2% € 554 bn North A
Slide 6: FY 2023 Financial Performance
FY 2023 Financial Performance 6 IN € MILLION FY 2023 FY 2022 Change Revenues 65,446 58,763 11.4% R&D Expenses 3,257 3,079 5.8% in % of Revenues 5.0% 5.2% EBIT Adjusted 5,838 5,627 3.7% in % of Revenues 8.9% 9.6% EBIT 4,603 5,325 -13.6% in % of Revenues 7.0% 9.1% Net Income 3,789 4,247 -10.8% EPS rep
Slide 7: Dividend proposals & Payout Ratio
Dividend proposals & Payout Ratio 7 IN € PER SHARE (1) 1.80 1.80 1.50 (1) 1.00 38% 33% 28% FY 2021 FY 2022 FY 2023 FY 2023 Payout Ratio Dividend policy Special dividend ▪ Ex-dividend date: Tuesday 16 April 2024 ▪ Record date: Wednesday 17 April 2024 ▪ Payment date: Thursday 18 April 2024 Dividend pr
Slide 8: Share Price Evolution
Share Price Evolution 8 160% 31/12/2022 31/12/2023 31/03/2024 €111.02 €139.78 €170.72 +54% AIRBUS 150% 140% +33% DAX40 130% +27% CAC40 +25% MSCI AERO INDEX(1) 120% 110% 100% 90% Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 (1) The MS
Slide 9: 2024 Guidance
2024 Guidance 9 As the basis for its 2024 guidance, the Company assumes: ▪ no additional disruptions to the world economy, air traffic, the supply chain, the Company’s internal operations, and its ability to deliver products and services. The Company’s 2024 guidance is before M&A. On that basis, the
Slide 10: Company Key Highlights: Priorities
Company Key Highlights Priorities Annual General Meeting 2024
Slide 11: Key Priorities
Key Priorities 11 ▪ Continue to deliver on our commercial aircraft ramp-up ▪ Successfully manage the transformation of Airbus Defence and Space ▪ Leverage digitalisation and lead the development of sustainable aerospace ▪ Maintain the strong commercial positioning across businesses ▪ Focus on profit