GAMESA Rückenwind in Zahlen und Aufträgen
The company is rapidly adding to its manufacturing capabilities with consistent increase in the use of domestic equipment. In 2013 the company manufactured 400 MW of wind turbines and expects to produce about 700 MW capacity this year. It is targeting double-digit growth in production over the next five years.
India has an installed power generation capacity of 260 GW which is expected to double over the next 15 years. A significant portion of this capacity is expected to be based in renewable energy technology, Gamesa believes. The Indian government has set a target to add about 70 GW of renewable energy capacity over the next five years.
The company will introduce wind turbines with large blades to tap lower wind power resources.
Following the decision by the Ministry of New and Renewable Energy to set up 100 MW offshore wind energy project and competitor Suzlon Energy’s announcement of a possible 300 MW offshore wind energy project, Gamesa is also planning to introduce offshore wind turbines in India.
Of the 70 GW capacity likely to be added over the next five years, 50 GW could be in the form of wind energy while 15 GW could be in the form of solar power. The company is “seriously considering” making investments in the solar power sector as well.
http://cleantechnica.com/2014/10/27/...ars-eyes-solar-power-projects/
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Zeitpunkt: 04.11.14 09:06
Aktion: Löschung des Beitrages
Kommentar: Mehrfach gesperrte Nachfolge-ID.
Gamesa’s offshore joint venture with Areva was the result of an intense internal discussion about 18 months ago, when the Spanish company faced the need to make huge investments in offshore in order to compete with its bigger rivals.
Gamesa considered three options: going it alone; getting out of offshore altogether; or seeking a partner.
As corporate development managing director David Mesonero tells Recharge, once the decision had been made to find a partner, its options were limited.
“Areva had made the same kind of reflection as us and had the same industrial and technological approach,” says Mesonero, who steered negotiations between the two companies.
Areva’s management was also looking for a way to reduce its capital expenditure as its wind business was burning cash. The two companies’ 5MW turbine designs were broadly similar, based on single-stage medium-speed gearboxes. Crucially, Areva had built a strong relationship with Spanish utility Iberdrola, Gamesa’s biggest shareholder and customer, for which it will supply turbines for projects off Germany and France.
....As well as supplying an optimised 5MW machine to offshore projects such as Saint-Brieuc and Wikinger, Gamesa and Areva have the ambition of producing “the best 8MW turbine possible”, says Mesonero.
The first objective for the JV is to have its 8MW turbine ready in time to be in the running for the first project in Iberdrola’s giant East Anglia Round 3 zone, which is due to begin construction at the end of 2016 or beginning of 2017.
In terms of the wider strategic picture, Mesonero explains that Gamesa’s priority has been to turn around the company’s fortunes and make it profitable again while reducing debt — something that has now been accomplished — even if that meant sacrificing volumes for margins.
“This is a completely different company now,” says Mesonero, predicting that 2015 will see Ebit (earnings before interest and tax) margins grow to 8%, with debt continuing to fall and sales of 2-2.4GW.
A huge chunk of Gamesa’s sales have come from emerging markets in recent years, with Brazil, India and Mexico the star performers, offsetting the sharp slowdown in Gamesa’s traditional markets in Spain and the rest of Southern Europe.
“We have big advantages that are important entry barriers for our competitors: in India with our development capacity, Mexico with our cultural know-how, and Brazil with our local content,” says Mesonero. “But we need to attack competitors in their markets.”
He says the next step for the company is to compete head to head with the likes of Vestas, Nordex and Siemens in the mature markets of Northern Europe and the US.
Gamesa believes its new 2.5MW and 5MW turbines will be central to winning market share in Europe, while its relationships with big customers such as Iberdrola and EDP Renováveis may be the key to increasing its sales in the US. Meanwhile, in emerging markets in Asia, Gamesa considers its ability to export from its big production centres in India and China a major advantage.
Looking ahead, Mesonero says Gamesa aims to be among the top three in both offshore and the world’s ten biggest onshore markets, and is closely watching how the competitive landscape develops....http://www.rechargenews.com/wind/1381104/IN-DEPTH-Gamesas-next-moves
Gamesa ist einer der besten Windmühlenproduzenten bei der EBIT-Marge.
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8% Margen bei einer Produktion von 2GW
Morgen wird es einmal summmm machen...
Ailes Marines will now be able to carry out further technical and environmental studies in order to adapt the project to the 8MW turbine. The project was originally set to use Areva's 5MW machine.
The consortium still plans to have the project fully operational by 2020.
Areva, which is working with Gamesa on a prototype 8MW, expects to install the machine in late 2015 or early 2016 at a site yet to be announced.
http://www.windpoweroffshore.com/article/1320790/...ditional-approval
Na ja großen Kurssprung erwarte ich noch nicht, vielleicht Qurtal4.
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sieht richtig gut aus
Margen gestiegen auf 7,3€
Netto wurden 64 Mio€ Netto verdient(Verdoppelt)
Umsatz auf 1942Mio€ die ersten 9 Monate gestiegen...
https://translate.google.de/...chaHasta%3D&edit-text=&act=url
Spanish wind group Gamesa said its swelling order book is keeping it on the "profitable growth" path, as it unveiled higher sales and profits in its financial third quarter.
Gamesa signed orders for 870MW in the July to September period, a 129% increase on the same stage last year.
The Spanish company grew revenues by 26% in the quarter to €680m ($843.7m), with earnings before interest in tax (Ebit) rising 67% to €41m.
Gamesa’s net profit for the first nine months of the year stood at €64m, more than double the €31m it booked for the equivalent in 2013.
The company said by the end of September it had taken in 2.167GW and it is poised to come in at the high end of its 2014 target sales range of 2.2GW-2.4GW.
Gamesa repeated its earlier claim that its position of strength in key growth markets such as Brazil, India and Mexico leave it well placed for the future.
The company said it continues to work towards completing the deal to form an offshore wind joint venture with Areva.
http://www.rechargenews.com/wind/1382901/...-profits-and-orders-swell
....Activity volume maintained the positive performance that began in the fourth quarter of 2013, to reach 1,832MW, 31% more than in the same period of 2013.
This improvement is due to the contribution from Latin America (35% of total sales), India (27%) and Europe and the rest of the world (17%). Sales continued to recover in the US and China, which contributed 16% and 5%, respectively.
The sharp acceleration in sales activity of 870MW in the third quarter increased the backlog at end-September to 2,137MW, representing a 45% increase over 2013 and improving sales visibility for the coming years, said Gamesa.
Earning before interest and tax (EBIT) amounted to €123m in the first nine months of the year, 37% higher than in the same period of 2013.
Net financial debt stands at €308 million, a 60% decline. This smaller debt position prepares the company to undertake growth in the future, said the company.
Gääääääääääääääääääääääääääääääääääähn!
Da bleib ich lieber bei Solarworld, denn "Hin und Her macht Taschen leer"
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denke mir dass es um die 10% nach oben gehen wird...
Wau da hat sich das Umschichten von Solarworld in Gamesa supergelohnt.....
Das ist ja nichtmals die Gebühr wert gewesen!
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Gamesa doubled its net profit
Gamesa verdoppelt Nettogewinn in den ersten neun Monaten des Jahres auf 64 Mio. €, gegenüber dem 31. Mio. € im gleichen Zeitraum des Jahres 2013.
Diese Zahl spiegelt die Verbesserung bei Umsatz (+ 17%) und die Margen, mit einem EBIT von 7,3% zu konstanten Wechselkursen
Beschleunigung bei Umsatz und Aktivität
Gamesa Umsatz um 17% in den ersten neun Monaten des Jahres gestiegen, um 1.942 Mio € durch den Umsatzanstieg im Windturbinenfertigungturbine manufacturing (+ 17%) und O & M Services (+ 20%) unterstützt. Aktivität Volumen aufrechterhalten die positive Entwicklung, die im vierten Quartal 2013 begonnen, bis 1832 MWe, 31% mehr als im gleichen Zeitraum des Jahres 2013 zu erreichen Diese Verbesserung ist auf den Beitrag aus Lateinamerika (35% des Gesamtumsatzes), Indien (27%) und Europa und der ÜW (17%). Umsatz weiterhin in den USA und China, die 16% und 5%, jeweils beigetragen erholen.
In einem Kontext, der weltweit steigenden Nachfrage, die starke Beschleunigung der Umsatz im dritten Quartal mit 870 MW unterzeichnet (+ 129% gegenüber Q3 2013), aktiviert Gamesa einen Auftragseingang von insgesamt 2.167 MW Ende September 2014 (zu erreichen + 78%). Gamesa Auftragsbestand am Ende des September betrug 2.137 MW (+ 45%), für den High-End des Zielverkaufsprogrammsales range für 2014 (2,200-2,400 MWe) und steigende Umsätze Sichtbarkeit im Jahr 2015 und 2016.
Steigerung der Profitabilität und solide Finanzen
Wachsende Aktivität Volumen zusammen mit Kostenoptimierung, beschleunigte die Verbesserung der Ertragskennzahlen . Das EBIT belief sich auf 123 Mio. € in den ersten neun Monaten des Jahres um 37% höher als im gleichen Zeitraum des Jahres 2013 und bietet eine EBIT-Marge von 6,4%, einen Prozentpunkt höher als die Marge von 5,4% im 3. Quartal 2013. Am registriert konstanten Wechsel RATES1, die EBIT-Marge 7,3% (+2 PP). Der Jahresüberschuss verdoppelte sich auf 64 Mio. €.
Gamesa stärkte auch seine Bilanz im Laufe des Jahres. In einem Umfeld steigender Aktivität, reduzierte das Unternehmen die Nettofinanzschulden um 60%, auf 308 Mio. € Euro im September, einschließlich der Auswirkungen der Kapitalerhöhung um 10% im September durchgeführt. Dieser kleinere Verschuldung bereitet das Unternehmen auf Wachstum in der Zukunft verpflichten.
Gamesa arbeitet weiter, um die im Juli 2014 Französisch Firma Areva unterzeichnet verbindliche Vereinbarung über ein Joint Venture für Offshore-Geschäft zu schaffen abzuschließen.
https://www.offshorewind.biz/2014/11/07/gamesa-net-profit-doubles/
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nur Unbedarfte wie dieser melmaniac versuchen Games zu bashen
verdoppelter Gewinn ,um 60% reduzierte Schulden.Order 870MW im dritten Quartal
http://www.windpowermonthly.com/article/1320908/gamesa-doubles-profits
Bist wahrscheinlich im SolarworldForum besser aufgehoben.
In diesem Gamesa Forum gab es bisher keine Leute welche den Kurs versuchen zu verändern, wäre schön wenn das so bleiben könnte.
Bitte nur NEWS und Fakten.