Eutelsat | Investor Presentation Deck | 63 slides

Eutelsat Group · 2023-11
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

3
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Slide inventory

63
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
front_matter
03
front_matter
04
The slide highlights 'Satellite operators' in red, positioning Eutelsat Group within the value chain.present_framework
05
establish_context
06
The slide uses two donut charts to visualize revenue segmentation.summarize
07
The slide uses a hub-and-spoke diagram to illustrate the synergy between the two companies.present_solution
08
analyze_data
09
The slide uses a linear representation of orbital slots overlaid on a world map to visualize satellite distribution.establish_context
10
Includes a specific callout for insurance proceeds in FY 2020-21.analyze_data
11
The chart displays debt maturity for Eutelsat SA and Eutelsat Communications across years 2023-2028.analyze_data
12
The slide provides a breakdown of major shareholders including Bharti, Bpifrance, and others.analyze_data
13
The slide uses a numbered list for the pillars and a bulleted list for the governance framework.present_framework
14
The slide uses a series of vertical cards to display specific scores and rankings for MSCI, EcoVadis, Vigeo Eiris, Sustainalytics, S&P Global, and CDP.summarize
15
transition
Open slide detailBeat · Problem
16
analyze_data
Open slide detailBeat · Problem
17
analyze_data
Open slide detailBeat · Problem
18
The slide uses a stacked area chart to show the shift in channel types and a table to show technical efficiency gains.analyze_data
Open slide detailBeat · Problem
19
The slide highlights the growth gap in fiber penetration, specifically calling out Eutelsat's main markets.analyze_data
Open slide detailBeat · ProblemLoop · Cost Of Inaction
20
The slide compares the total market growth (+14% CAGR) against the NGSO segment growth (+37% CAGR).size_opportunity
Open slide detailBeat · ProblemLoop · Cost Of Inaction
21
The slide uses a structured table to segment the total addressable market by B2B and B2C categories.size_opportunity
Open slide detailLoop · Cost Of Inaction
22
The slide uses a combination of a simple bar chart for maritime and a grouped bar chart for in-flight connectivity to illustrate market growth.size_opportunity
23
size_opportunity
24
front_matter
Open slide detailBeat · Solution
25
summarize
Open slide detailBeat · Solution
26
The slide highlights a competitive advantage regarding spectrum interference and priority rights.present_framework
Open slide detailBeat · Solution
27
The chart shows a growth in backlog from 600m to 1000m since October 2022.summarize
Open slide detailBeat · Solution
28
diagnose_problem
Open slide detailBeat · Solution
29
present_solution
Open slide detailBeat · Solution
30
The slide uses a comparison framework to justify a merger or partnership by showing how the two entities fill each other's gaps.compare_peers
Open slide detailBeat · Solution
31
summarize
Open slide detailBeat · Solution
32
The slide uses a horizontal timeline structure to map phases, enablers, and hardware evolution.plan_implementation
Open slide detailBeat · Solution
33
present_solution
Open slide detailBeat · Solution
34
Includes guidance horizon markers for FY23PF to FY25e.analyze_data
35
transition
36
summarize
Open slide detailBeat · Financials
37
summarize
Open slide detailBeat · Financials
38
summarize
Open slide detailBeat · Financials
39
The slide uses a standard financial waterfall bridge to explain revenue variance.analyze_data
Open slide detailBeat · Financials
40
Includes a visual representation of a satellite over Earth.analyze_data
Open slide detailBeat · Financials
41
The chart shows a comparison between the full-year FY 2022-23 total (705) and the Q1 FY 2023-24 result (164).analyze_data
Open slide detailBeat · Financials
42
The chart shows a stacked bar for FY 2022-23 and a single bar for Q1 FY 2023-24.analyze_data
Open slide detailBeat · Financials
43
Includes a stacked bar chart for FY 2022-23 and a single bar for Q1 FY 2023-24.analyze_data
Open slide detailBeat · Financials
44
analyze_data
Open slide detailBeat · Financials
45
analyze_data
Open slide detailBeat · Financials
46
transition
Open slide detailBeat · Financials
47
summarize
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
48
The slide includes a disclaimer regarding currency assumptions and business perimeter.summarize
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
49
present_framework
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
50
appendix
Open slide detailBeat · Financials
51
transition
Open slide detailBeat · Financials
52
The slide explains the drivers behind the 1.9 point YoY margin decline, citing revenue mix, inflation, and specific transaction costs.analyze_data
Open slide detailBeat · Financials
53
The table provides a bridge-like view of the income statement items.analyze_data
Open slide detailBeat · Financials
54
The chart uses a waterfall bridge to reconcile cash flow components.analyze_data
Open slide detailBeat · Financials
55
The chart illustrates the movement of net debt through cash flow components.show_valuation_bridge
Open slide detailBeat · Financials
56
analyze_data
Open slide detailBeat · Financials
57
transition
58
The chart uses a broken axis between FY25e and FY27e.quantify_opportunity
59
The map illustrates coverage areas for Eutelsat GEO and OneWeb LEO satellites.propose_solution
60
The slide uses a process-flow style layout to connect technical features to business benefits.present_solution
61
size_opportunity