Integrated Solutions Provider
2021.Q1 Results Presentation
Index
- Key Market trends & Corporate strategy
- 2021.Q1 Business highlights & Results
- Outlook
- ANNEX
1. | Key Market trends & Corporate strategy |
Green and Digital Technology trends drive market opportunities
Sector
ENERGY
&
RENEWABLES
TELECOM
&
FIBRE
RAIL
SURFACE
MINING
CONSTRUCTION AND UTILITIES*
PIPELINE
BU | Main markets | Market growth | ||
Power grid | ||||
ENERGY | 23%* | |||
2019-2040 | ||||
Smart Grid CAGR | ||||
TRENCHER | 11.8% | |||
2019-2025 | ||||
ENERGY | CAGR | |||
5% | ||||
TRENCHER | 2020-2025 | |||
ENERGY | CAGR | |||
2.2% | ||||
RAIL | ||||
2019-2025 | ||||
CAGR | ||||
TRENCHER | 1.5% | |||
2020-2023 | ||||
TRENCHER | n.a. |
TRENCHER | n.a. |
Key growth drivers
- Environmental issues and greater focus on energy saving and efficiency
- Faster growth of renewables in the electricity sector
- Trends related to electrification (e.g. electric cars) and cybersecurity
- Increase in internet users and demand for high-speed internet
- Growth in demand for improved IT infrastructure, especially in emerging economies
- Pushing improvement and safety of existing railways in order to reduce accidents (Italy and Europe)
- Technical market trends include technologies for alternative traction systems (hybrid, zero emission …)
- Growing attention to security standards resulting in increase in regulations on the use of explosives
- Need for technological changes to increase sustainability while reducing operational costs (smart mining)
- Demographic boom, new cities or enlargement of existing ones (Africa and Asia)
- Increasing investment in water pipes, irrigation/drainage and wastewater management
- Oil and natural gas price issues
- More restrictive regulations on ageing pipelines in developed markets
- Growing gas demand (Asia- Pacific, Russia, Africa) and need for additional pipeline capacity
Note: * increase in average annual investment to reach Paris Accord targets compared to current trends
Source: IEA, WEO, 2019
Main Tesmec target sectors | Secondary Tesmec target sectors | |
4
Corporate strategy
INVESTMENT &
DIVERSIFICATION
2020-2023
THE NEXT DEVELOPMENTS
New Business Model
- INTEGRATED SYSTEMS
- DIGITAL SOLUTIONS
- FULL SERVICES
to increase recurring revenue streams
Strategic drivers
- DIGITALISATION
- SUSTAINABILITY
- ENERGY TRANSITION
5
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Tesmec S.p.A. published this content on 12 May 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 12 May 2021 11:49:00 UTC.