Wartsila Oyj Abp · OMXHEX:WRT1V
Wartsila Oyj Abp — Wärtsilä — Investor Day (November 2026)
17 slides from Wartsila Oyj Abp's investor day presentation, Nov 3, 2026
Slide 1: Decarbonisation leadership drives profitable growth in equipment and services
Decarbonisation leadership drives profitable growth in equipment and services Roger Holm President, Wärtsilä Marine and Executive Vice President Helsinki | 3 November 2026 1 ©
Slide 2: Upgraded targets based on three structural drivers
Upgraded targets based on three structural drivers Upgraded Marine targets Capture above-market Grow lifecycle revenues Increase value through Mid-single-digit equipment growth over many years excellence in execution annual organic net sales growth • Positive outlook in our core, • Growing installed
Slide 3: Milestones achieved since CMD 2023
Milestones achieved since CMD 2023 Focus areas from CMD 2023 Status as of CMD 2026 Led maritime decarbonisation #1 in high-value segments #1 in 4-stroke medium-speed main engines • Top-tier in alternative-fuel aux engines #1 in alternative fuels >400 methanol engines sold • 1st ammonia engines deliv
Slide 4: Rising fuel and compliance costs increase the value of fuel efficiency
Rising fuel and compliance costs increase the value of fuel efficiency IMO Fuel and compliance costs for a VLSFO-fuelled vessel net-zero target remains; operating 100% in the EU2) The transition will the lack of a global accelerate during the framework is creating a Vessel’s lifetime lifetime of a v
Slide 5: Fuel uncertainty increases the value of technology optionality
Fuel uncertainty increases the value of technology optionality Newbuild development by fuel type, % GT1) LNG • LNG accounts for ~30% of GT in the 100% shipyards’ orderbooks and is increasingly seen as a longer-term option as methanol and ammonia uptake is delayed • Wärtsilä is the market leader in L
Slide 6: We are the best technology partner enabling the most cost-effective decarbonisation journey
We are the best technology partner enabling the most cost-effective decarbonisation journey for our customers Burn less fuel Clean up emissions Use alternative energy sources Vessel Operational Carbon Sustainable Electrification efficiency efficiency capture fuels Our position Leader Leader Pioneer
Slide 7: Fuel transition further strengthens our competitive position
Fuel transition further strengthens our competitive position 4-stroke medium-speed main engines1) Auxiliary engines1) Wärtsilä market share Market leader Top-tier player ~85% with an even with ~2x higher in alternative-fuel medium- stronger position market share in speed main engines in alternative
Slide 8: Positive outlook in our core market segments supports continued equipment growth
Positive outlook in our core market segments supports continued equipment growth Target market Wärtsilä market position2) 4-stroke medium-speed engine global contracting, GW1) #1 #1 #1 #1-3 cruise ferries offshore merchant aux Passenger Fleet Replacement Newbuild 20 replacement demand and growth and
Slide 9: Each equipment sale creates lifecycle service business over 30 years
Each equipment sale creates lifecycle service business over 30 years Cumulative equipment and lifecycle service order intake ~60% of total Marine sales come from services Order intake 2x Equipment End of vessel’s + services Start operations lifetime 1x Equipment End of warranty Equipment delivery Ye
Slide 10: Growth of installed base and shift to alternative fuels expand service opportunity
Growth of installed base and the shift towards alternative fuels expand our long-term service opportunity Operating installed base1) Estimated deliveries until 20301) Share of customer service spend3) + ~30% ~25% ~17 GW2) ~60 GW ~6 GW in orderbook ~70% Diesel Alternative fuels Alternative fuels
Slide 11: Service growth is driven by installed base expansion, agreement growth and outcome-based models
Service growth is driven by installed base expansion, agreement growth and outcome-based models Wärtsilä Marine service value ladder Moving up the service value ladder Up to 2–3x1) Up to 2–3x share of customer service spend in outcome- Outcome-based based agreements versus transactional agreements P
Slide 12: Decarbonisation-driven retrofits will accelerate towards 2030
Decarbonisation-driven retrofits will accelerate towards 2030, adding significant service potential Wärtsilä Marine addressable retrofit market, average annual, EUR bn1) 20 Energy-saving ~2x Sustained demand as fuel and emission costs rise Fuel conversions ~2.5x Market accelerates as regulation 10 t
Slide 13: AI brings unprecedented speed and scale for customer value creation
AI brings unprecedented speed and scale for customer value creation and productivity improvement Examples of AI in action AI-powered diagnostics EUR 3.5m combines real-time data, AI-powered in fuel, spares and labour costs analytics and expert know-how to detect avoided since 2025 across AI-enhanced
Slide 14: Delivery excellence, scaled AI adoption and disciplined pricing drive profitability improvement
Delivery excellence, scaled AI adoption and disciplined pricing drive continued profitability improvement Growth Profitability Examples of execution excellence, Equipment Execution excellence LTM Q3 2026 versus FY 2023 Positive outlook in our core segments Operating leverage –33% Decarbonisation-dri
Slide 15: Decarbonisation leadership drives profitable growth in equipment and services
Decarbonisation leadership drives profitable growth in equipment and services Upgraded Marine targets Capture above- Grow lifecycle Increase value Mid-single-digit annual organic market equipment revenues over through excellence net sales growth growth many years in execution 14% operating result1)
Slide 16: Disclaimer
Disclaimer This presentation has been prepared by Wärtsilä Corporation ("Wärtsilä") solely for information purposes and does not constitute an offer to sell or buy any securities of Wärtsilä in any jurisdiction, nor does it constitute investment advice or a recommendation. Forward-looking statements
Slide 17: WÄRTSILÄ
re, WARTSILA