图表内容
AWE
Sales
600 mn E-700 mn E Sales by FY23/24 (prev.
FY2425)
.Faster realisation of certain backlog orders
.Additional order volume expected dnven by
Service Sales expected to ramp up 6-8 years after
installation
EBIT
Break-even around FY23/24
.Assumes a normalization of the supply chain
cost environment
Increasing prices expected to be passed on for
future projects and for significant parts of the
In the long-term increase to low double-digit margin
also driven by growing service share
發科来源:thyssenkrupp-nucera财报,国盛证泰研究所