Vestas Wind Systems (VWS) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
28 Aug, 2026Company overview
Operates globally with over 36,000 employees and more than 56,000 turbines under service, spanning 88 countries.
Holds the largest global wind turbine service portfolio at 164 GW and has installed over 200 GW capacity.
Lifetime CO₂e displacement from turbines produced by 2025 is estimated at 463 million tonnes.
Strategic and financial ambitions
Targets a 10% EBIT margin, driven by offshore ramp-up, cost reduction, and operational excellence.
Service segment aims for a 25% EBIT margin through operational recovery and commercial reset.
Onshore and offshore segments focus on operational leverage, cost-out, and maintaining competitiveness.
Technology and operations
Core business areas include product lines, R&D, procurement, supply chain, manufacturing, and quality.
Strategic transformation journey emphasizes value creation through performance, cost, quality, delivery, and speed.
Latest events from Vestas Wind Systems
- POC accounting recognizes revenue based on incurred costs, impacting timing and contract assets.VWS
Investor presentation - Leads German wind market with 26% share, robust auction wins, and 18.9 GW installed capacity.VWS
Investor presentation - Q2 2026 revenue up 26%, EBIT margin 9.4%, order intake +67%, €400m buyback announced.VWS
Q2 2026 - Revenue up 14% YoY to €3,966m, EBIT margin at 3.2%, and order intake hit 4,504 MW.VWS
Q1 2026 - Record 2025 results, dividend, and all proposals adopted amid strategic and ESG focus.VWS
AGM 2026 - Record revenue, improved margins, and robust order backlog set the stage for 2026 growth.VWS
Q4 2025 - Revenue fell and Service EBIT turned negative, but order intake and backlog hit record highs.VWS
Q2 2024 - 2024 guidance narrowed after EUR 300m service cost hit; Power Solutions margins improved.VWS
Guidance - Record order intake, dividend return, and new board members amid service and trust challenges.VWS
AGM 2025