Elq Spolka Akcyjna · NEWCONNECT:ELQ
Elq Spolka Akcyjna — ELQ — Investor Presentation (December 2023)
36 slides from Elq Spolka Akcyjna's investor presentation, December 2023
Slide 1: www.elqsa.pl
www.elqsa.pl 1
Slide 2: Experience and new energy challenges
Experience and new energy challenges www.elqsa.pl 2
Slide 3: Who are we?
Who are we? q We are a leader in the production of transformer substations for renewable energy sources. q Our company is an entity listed on the New Connect market of the Warsaw Stock Exchange. q We have been operating for 45 years. Our company has a tradition in the distribution power industry, fo
Slide 4: Who are we?
Who are we? q For several decades, our company has specialized in the production of transformer substations and switchgear. q The company has completed many projects in the field of power supply as well as internal and external electrical installations for large facilities, industrial plants, and ho
Slide 5: Who are we?
Who are we? q Taking advantage of decades of experience gained in the energy industry in recent years, we have become an active player in the renewable energy sources market. q Our advantages are experienced staff, own production with proven technical solutions, and long- term business relationships
Slide 6: What do we do?
What do we do? q We produce transformer substations (production, assembly, measurements, arrangements with operators, commissioning, and service). q We build photovoltaic and wind power plants (complex execution in the EPC system). q We are one of the largest executive groups of PV power plants in P
Slide 7: We Develop, building, O&M services
We Develop, building, O&M services ELQ manages the entire life cycle of a PV power plant which consists of the following stages: q O&M (Operations and Maintenace) Technical and administrative service including monitoring; preventive service; repair service q Development – Formal and legal activities
Slide 8: Our transformer substations
Our transformer substations q For more than 40 years, we have been producing transformer substations. q We specialize in the production of prefabricated MV/LV transformer substations and execution of complex supply investments, assembly, and commissioning of electrical equipment as well as installat
Slide 9: Our advantages over the competition are:
Our advantages over the competition are: q The largest warehouse of transformers in Poland - over 300 pieces available immediately, q Prepared production of top-quality concrete housings, roofs and basements, up to 4,000 pieces per year, q Own production of vacuum-insulated medium voltage switchboar
Slide 10: Our transformer substations
Our transformer substations ASSEMBLY SAFETY ADVANTAGES COMPOSIBILITY q The housing in the form of a reinforced q Possibility of adapting the facility to concrete monoblock (foundation + walls q Lightweight housing made of the architectural requirements through + roof) guarantees the maintenance of t
Slide 11: Our transformer substations
Our transformer substations ENVIRONMENTAL ECONOMICS PROTECTION RELIABILITY q Low transport and assembly costs q Tight, concrete oil sump that q Innovative gravitational of a relatively lightweight is part of the foundation of a ventilation system, providing the prefabricated monoblock. substation. a
Slide 12: Our photovoltaic and wind power plants
Our photovoltaic and wind power plants q We form one of the largest executive groups, which builds photovoltaic and wind power plants in the EPC system. The full scope of our involvement includes, among others: updating of documents, design, production and delivery of transformer substations, constr
Slide 13: Development directions of ELQ S.A.
Development directions of ELQ S.A. WE ASPIRE TO BE THE LEADING NATIONAL COMPANY IN THE RENEWABLE ENERGY MARKET For this purpose: q We are going to focus on the construction of photovoltaic and wind power plants - the company is involved in projects with a total capacity of 1 GW at various developmen
Slide 14: Development directions of ELQ S.A.
Development directions of ELQ S.A. q We want to produce 4,500 transformer stations per year and approximately 1,500 cable connectors using ELQ components; q We want to build 400 MW of PV farms per year, in Poland and in the world; q We want to produce energy storage;Achieve capitalization of PLN 3,0
Slide 15: Who are we looking for:
Who are we looking for: q A stable Partner/Shareholder open to interesting investments in the renewable energy industry and high returns; q The best specialists in the renewable energy industry for the newly opened office in Warsaw; q Interesting, creative people involved in the development of the E
Slide 16: Energy storage facilities
Energy storage facilities All energy market participants - energy producers, distribution and trading companies, as well as consumers, will find arguments for using energy storage facilities. Among the most important of these are the following: q savings on the costs of purchasing electricity by inc
Slide 17: ELQ S.A. is a listed company
ELQ S.A. is a listed company Kapitalizacja The company's share capital: q 10 000 000 zł. 432 000 000 zł Capitalisation : 278 000 000 zł q 278 000 000 zł. q (wrzesień 2020 r.). Capitalisation : q 432 000 000 zł. q (08 grudnia 2023 r.). Shareholding structure: STYCZEŃ 2020r. WRZESIEŃ 2020r. GRUDZIEŃ 2
Slide 18: CEO/ Owner of the Group
CEO/ Owner of the Group Marcin Sołtysiak, CEO, Representative of the General Shareholder He has many years of managerial experience, since 1996 he has been the President and Vicepresident of the Management Board, where he was responsible for the development of several companies. q In 2010-2012 he wa
Slide 19: Awards december 2023:
Awards december 2023: HEE ELQ sa
Slide 20: ELQ S.A. CAPITAL GROUP
ELQ S.A. CAPITAL GROUP Device Production IP OOO ELQ PV 1 ELQ PV 2 ELQ PV 3 ELQ PV 4 ELQ PV 5 ELQ PV 6 PlantElectrical EL-Q Sp. z o.o. ELQ-Uzbekistan Sp. z o.o. Sp. z o.o. Sp. z o.o Sp. z o.o Sp. z o.o. Sp. z o.o. 91,14 % 100 % 100 % 100 % 100 % 100 % 100 % 100 % www.elqsa.pl 20
Slide 21: Global prospects for RES development
Global prospects for RES development q RES are becoming an important source of energy in the global economy.. Global photovoltaic installations in 2019. Source: Taiyangnews.info www.elqsa.pl 21
Slide 22: Prospects for RES development in Europe
Prospects for RES development in Europe q The share of RES in the EU energy mix will grow dynamically Source: EUROSTAT www.elqsa.pl 22
Slide 23: Prospects for RES development in Europe
Prospects for RES development in Europe q The installed capacity of photovoltaics in the EU will more than double by 2023 compared to the average in the last decade. Source: SolarPower Europe 2019 www.elqsa.pl 23
Slide 24: Prospects for RES development in Europe
Prospects for RES development in Europe q Germany is the leader in Europe and is an excellent benchmark for the other countries of the continent. Source: EU Market Outlook for Solar Power / 2019-2023 www.elqsa.pl 24
Slide 25: Prospects for RES development in Europe
Prospects for RES development in Europe q The conditions for the implementation of investments in RES, including PV, will improve, and the years 2019-2021 seem to be extremely attractive for investors and solution providers in the PV market in Poland. Annual increase in new PV capacity in EU countri
Slide 26: Prospects for RES development in Poland
Prospects for RES development in Poland q The increase in the price of CO2 emission allowances is an important stimulus for the development of photovoltaics. CO2 emission allowance prices Source: Centrum Informacji Rynku Elektroenergetycznego www.elqsa.pl 26
Slide 27: Prospects for RES development in Poland
Prospects for RES development in Poland q The decrease in installed capacity of conventional sources and the increase in energy demand determine the necessity of building new capacities in RES. Forecasted demand for electricity in 2019-2040 Source: Polskie Sieci Elektroenergetyczne. „Plan rozwoju w
Slide 28: Prospects for RES development in Poland
Prospects for RES development in Poland q The decrease in installed capacity of conventional sources and the increase in energy demand determine the necessity of building new capacities in RES. Installed net power of existing heat Centrally Dispatched Generating Units (JWCD) - Variant assuming the e
Slide 29: Prospects for RES development in Poland
Prospects for RES development in Poland q The decrease in the installed capacity of conventional sources and the increase in energy demand determine the need to build new RES capacity. Installed net power of existing Centrally Dispatched Generating Units (JWCD) - Variant assuming no power mechanisms
Slide 30: Photovoltaic development prospects for Poland
Photovoltaic development prospects for Poland q By 2025, the greatest growth dynamics for solar sources are projected for PV power plants. Forecast of installed PV capacity in Poland by key market segments by 2025. Source: iEO www.elqsa.pl 30
Slide 31: Photovoltaic development prospects for Poland
Photovoltaic development prospects for Poland q By 2025, the greatest growth dynamics for solar sources are projected for PV power plants. Forecast of installed PV capacity in Poland by key market segments by 2025. Source: iEO www.elqsa.pl 31
Slide 32: Photovoltaic development prospects for Poland
Photovoltaic development prospects for Poland q Large-scale photovoltaics - large PV power plants - have a period of high growth ahead of them. There is no turning back. GW Development of photovoltaic power in Poland according to IEO. Structure of installed photovoltaic capacity by power plant (up t
Slide 33: Photovoltaic development prospects for Poland
Photovoltaic development prospects for Poland q The Project Polish Energy Policy until 2040 assumes that in 2040 the photovoltaic installations in the polish power system will have a total capacity of 20 GW, which would account for approximately 25% of the total installed capacity. Forecast of photo
Slide 34: We invite to cooperation
We invite to cooperation www.elqsa.pl 34
Slide 35: Legal disclaimer
Legal disclaimer This presentation was prepared by ELQ S.A. ("Company"). This presentation is for information purposes only and should not be treated as investment advice. Neither the Company nor any of its subsidiaries shall be liable for any damage resulting from the use of this presentation or it
Slide 36: [email protected]
ELQ S.A. Ul. Jagiellońska 81/83 42-200 Częstochowa Polska [email protected] +48 34 366 14 39 www.elqsa.pl 36