Wartsila Oyj Abp · OMXHEX:WRT1V
Wartsila Oyj Abp — Wärtsilä — Investor Day (November 2026)
15 slides from Wartsila Oyj Abp's investor day presentation, Nov 3, 2026
Slide 1: Shaping the decarbonisation of marine and energy – accelerating value creation
Shaping the decarbonisation of marine and energy – accelerating value creation Håkan Agnevall President & CEO Helsinki | 3 November 2026 1 ©
Slide 2: Raising the ambition – introducing new mid-term financial targets
Raising the ambition – introducing new mid-term financial targets Marine Energy Group Annual organic Mid-single-digit % High-teens % Low-double-digit % net sales growth Operating result 14% 18% 16% Net profit to >90% FCF1 conversion Dividend at least 50% of earnings per share 1) free cash flow 2 ©
Slide 3: Solid path to reach the upgraded targets
Solid path to reach the upgraded targets Capture significant growth Grow lifecycle revenues Increase value through opportunities in equipment over many years excellence in execution • Unprecedented structural • Services >50% of Wärtsilä’s • Price discipline and price growth in Energy in balancing ne
Slide 4: We have positioned Wärtsilä as an industry leader and achieved critical milestones since 2023
We have positioned Wärtsilä as an industry leader and achieved critical milestones since 2023 Technology and thought leader Organic growth1 Operating result1,2 • #1 in marine high-value segments & decarbonisation • #1 in medium-speed engines for energy ~12% CAGR 23-LTM Q3/26 14.2% A more focused and
Slide 5: Consistency in strategy. The Wärtsilä Way is the foundation for continued value creation
Consistency in strategy. The Wärtsilä Way is the foundation for continued value creation 5 ©
Slide 6: Unprecedented demand growth in Energy driven by structural shifts
Unprecedented demand growth in Energy driven by structural shifts Average annual electricity Electricity demand demand growth • Entering the highest electricity demand growth in history. By 2030 demand increase is TWh expected to equal more than the total US power consumption today +45% • Demand gro
Slide 7: Above market equipment growth for Marine driven by decarbonisation and growth of core segments
Above market equipment growth for Marine driven by decarbonisation and growth of core segments Core segments1 Decarbonisation Annual contracting of 4-stroke medium- speed main engines (GW); CAGR Fuel efficiency • Rising fuel and compliance costs increase the value of fuel efficiency, ~5% triggering
Slide 8: Every equipment sale creates 20+ years of accretive lifecycle service business
Every equipment sale creates 20+ years of accretive lifecycle service business • Services account for >50% of total revenues Moving up the service value ladder • In the coming 5 years we estimate to deliver engines representing 25% of current installed base • The new fleet starts to generate signifi
Slide 9: Wärtsilä is well-positioned to capture the significant growth …
Wärtsilä is well-positioned to capture the significant growth … #1 #1 #1 ~57% of net sales2 Leader in medium-speed Leader in baseload and Leader in medium-speed data Global services network to main engines in Marine balancing power in Energy1 centre engine solutions ensure maximum uptime • Technolog
Slide 10: … and drive competitiveness through excellence in execution
… and drive competitiveness through excellence in execution Continued technology leadership Flexible capacity expansion with Execute, Execute, Execute resilient supply chain • Maintain technology leadership in • >2X stepwise operational capacity • Focus on value-based pricing and Marine and Energy e
Slide 11: Using AI in Wärtsilä has significant potential to accelerate service growth and productivity
Using AI in Wärtsilä has significant potential to accelerate service growth and productivity Wärtsilä AI framework Develop customer Boost Wärtsilä Reconfigure processes solutions & experience Continuous Improvement for competitiveness • Leverage AI and deep domain • Leverage AI as a tool in • Reconf
Slide 12: Performance culture – customer focus, speed in decision-making and continuous improvement
Performance culture – customer focus, speed in decision-making and continuous improvement • Being successful by making our customers successful • Clear leadership and delegated profit & loss responsibilities • Improve speed and make decisions close to where customer value is created • Caring for peo
Slide 13: THE BEST IS YET TO COME – accelerating value creation
THE BEST IS YET TO COME – accelerating value creation • Raising the ambition with new mid-term financial targets • Solid path to reach the upgraded targets: – Capturing significant growth opportunities in equipment – Growing lifecycle revenues over many years – Increasing value through excellence in
Slide 14: 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 15: WARTSILA
re, WARTSILA