Technip Energies (TE) Investor presentation summary

Company overview and financial highlights

• Over 65 years of operation with an investment grade BBB rating and a workforce of 18,000+ across 35 countries.

• Achieved €7.2bn in revenue for FY2025, up 5% year-over-year, with recurring EBITDA margin at 9%.

• Maintains a high recurring EBITDA-to-free cash flow conversion rate of 70–85%.

• More than 1% of revenue is dedicated to R&D, supporting innovation and technology leadership.

• Total shareholder return (TSR) since listing exceeds 200%.

Strategic focus and business model

• Focuses on bridging prosperity and sustainability through best-in-class project delivery and decarbonization leadership.

• Operates an asset-light model with complementary business lines: project delivery and technology, products & services.

• Business model enables high cash generation, accretive margins, and diversified growth.

• Offers engineering, procurement, construction, licensing, proprietary equipment, and consulting services.

• EBITDA margins range from high single-digit to high double-digit across segments.

Market positioning and growth

• Serves growing markets in LNG, ethylene, hydrogen, sustainable fuels, carbon capture, and circularity.

• Flagship projects include NFE (LNG), YAMAL (LNG), BOROUGE 4 (PetChem), and NZT (carbon capture).

• Market CAGR trends (2023–2040): LNG +4%, ethylene +2%, blue hydrogen/ammonia +16%, carbon capture +22%, SAF +27%, green hydrogen +47%, circularity +42%.

• Executes projects in 35 countries, with ~75% being multi-center, leveraging global R&D and manufacturing assets.