Technip Energies Nv · EURONEXT:TE
Technip Energies Nv — Investor Presentation (2026)
18 slides from Technip Energies Nv's investor presentation, 2026
Slide 1: Investor Relations Overview: T.EN in 10 slides
Investor Relations Overview T.EN in 10 slides 2026
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking when made, there can be no assurance that future Company’s 2024 Half-Year Report filed on August statements that reflect Technip Energies’ (the developments affecting the Company will be those 1, 2024, with the Dutch Autoriteit Financiële “Compan
Slide 3: Technology & Engineering powerhouse
65+ 18,000+ ~1% Global talents Revenue dedicated Years of operation across 35 countries to R&D Technology & Engineering BBB 70 – 85% >200% powerhouse Investment Recurring EBITDA-to- Outstanding TSR2 leading in energy grade rating FCF conversion1 & decarbonization FY 2025 Financial Highlights3 infras
Slide 4: Our goal – bridging prosperity & sustainability
Our goal – bridging prosperity & sustainability OUR GOAL Prosperity Sustainability OUR EXPERTISE PHYSICAL SCALE UP TECHNOLOGY ECOSYSTEMS INFRASTRUCTURE Securing access to Breaking Thriving in any Winning the sustainable energy boundaries transition scenario affordability battle • Best-in-class • Tra
Slide 5: An asset-light company with complementary business models
An asset-light company with complementary business models TECHNOLOGY, PRODUCTS PROJECT DELIVERY & SERVICES High predictable Accretive cash generation margins Negative capital Higher employed growth Diversified Pull-through to & de-risked Project Delivery 5
Slide 6: Our expansive offerings
Our expansive offerings OFFERINGS PROJECT DELIVERY TECHNOLOGY PRODUCTS SERVICES • Engineering, Procurement & Construction • Licensing / PDP1 • Loading arms • Consulting ATTRIBUTES • Engineering & Procurement • Catalysts • Proprietary • Studies equipment • Engineering, Procurement & Fabrication • Int
Slide 7: Our markets are growing
Our markets are growing MARKETS ENERGY ENERGY DERIVATIVES DECARBONIZATION CIRCULARITY Ethylene & Blue & green hydrogen, LNG1 & decarbonized LNG1 decarbonized ethylene and derivatives Plastic & polyester Hydrogen SAF2 & other sustainable fuels Gas & others Chemicals & others Carbon capture management
Slide 8: Our global execution capabilities
Our global execution capabilities 35 ~75% OF PROJECTS ARE MULTI-CENTER Countries In operation AGILE & BROAD FOOTPRINT LONDON PARIS • Large & diversified markets • High value backlog CROSS-FERTILIZATION • Improved performance • Project cost-competitiveness HOUSTON ROBUST WORK PROCESSES KUALA LUMPUR •
Slide 9: Prioritizing shareholder returns and strategic investments
Prioritizing shareholder returns and strategic investments ROBUST BALANCE SHEET & FCF GENERATION PRIORITIES #1 Dividend ~ €1bn Minimum 25% - 35% of FCF2 T.EN net cash1 Growth aligned to earnings trajectory 70% – 85% #2 Value accretive investments EBITDA-to-Free cash flow conversion2 M&A Adjacent bus
Slide 10: Attractive total shareholder returns
Attractive total shareholder returns Share TSR3 Dividend1 +18% Buyback2 €150m since inception >200% • 2025 proposed dividend: €1.00 share • Supplemental return of capital to shareholders • Compelling TSR since company listing • Cash cost: ~€176m • Supported by strong balance sheet and • Strong perfo
Slide 11: 2026 Segment guidance confirming continued growth
2026 Segment guidance confirming continued growth… PROJECT DELIVERY TECHNOLOGY, PRODUCTS & SERVICES REVENUE EBITDA MARGIN1 REVENUE EBITDA MARGIN1 GUIDANCE €6.3 - 6.7bn ~8.0% €2.0 - 2.2bn ~14.5% EFFECTIVE TAX RATE2 CORPORATE COSTS ADJACENT BUSINESS MODEL INVESTMENT3 OTHER ITEMS 26% - 30% €50 - 60m <€
Slide 12: Our through-cycle ambition for a leading TSR beyond 2028
Our through-cycle ambition for a leading TSR beyond 2028 ORGANIC GROWTH INCREMENTAL GROWTH STRUCTURAL REVENUES REINVESTMENT OF MEGATRENDS +5% TO +7% CAGR SURPLUS CASH ACCRETIVE M&A COMPELLING TOTAL FURTHER EBITDA % EXPANSION ADJACENT BUSINESS SHAREHOLDER MODELS RETURN GROWTH T.EN STRATEGY EXECUTION
Slide 13: Useful links
Useful links 2024 Annual Reports Link here 2024 Sustainability reports Link here 2024 Capital Markets Day Link here Press releases & News Link here Financial Results Link here Technip Energies’ website Link here 13
Slide 14: Appendix
Appendix TECHNIP ENERGIES
Slide 15: Backlog schedule
Backlog schedule FULL COMPANY: €16.0 bn €7.2 bn €5.2 bn €3.6 bn 2026 2027 2028+ → PROJECT DELIVERY: €14.5 bn €6.2 bn €4.8 bn €3.5 bn 2026 2027 2028+ + TECHNOLOGY, PRODUCTS & SERVICES: €1.5 bn €1.0 bn €0.4 bn €0.1 bn 2026 2027 2028+ Adjusted backlog at December 31, 2025, has been negatively impacted
Slide 16: Delivering robust results since T.EN inception
Delivering robust results since T.EN inception REVENUE RECURRING EBITDA RECURRING EBIT EARNINGS PER SHARE FREE CASH FLOW (m€) (m€) (m€) (m€) excl. Working capital (m€) +2% +4% +5% +9% +12% CAGR CAGR CAGR CAGR CAGR 7,187 638 543 515 2.2 519 2.0 497 6,855 608 496 1.8 420 1.6 6,667 1.4 6,424 316 560 45
Slide 17: A balanced shareholder structure
A balanced shareholder structure Full year review Full Equity Split Institutional Investors As a % of Shares Outstanding Regional split Retail Rest of World Europe 3.3% Other incl. 6.0% 9.8% hedge funds 27.0% 10.4% France T.EN treasury 0.9% 53.8% Institutional (long only) 30.5% UK & Ireland Strategi
Slide 18: Stock information and ADR
Stock information and ADR Stock ADR Program Listing: Euronext Paris / CAC Next 20 & CAC Large 60 indices Ticker code: TE / ISIN code: NL0014559478 Exchange: Over-the-Counter Free float: 128.0 million / Outstanding shares: 178.4 million Ratio: 1 ADR : 1 ORD Market Capitalization, December 31, 2025: €