Doosan Enerbility (034020) Investor Presentation summary

Strategic business pillars and growth initiatives

• Focus on clean energy, smart machines, and advanced materials to drive future growth.

• Expansion in next-gen nuclear (SMR), gas turbines, renewables, and hydrogen technologies.

• Strengthening competitiveness through automation, robotics, and semiconductor materials.

• Emphasis on digital optimization and resource recycling for sustainability.

Market opportunities and project pipeline

• Increased supply targets in Korea's 11th Basic Plan create opportunities in zero-carbon power, including large nuclear, SMR, hydrogen turbines, and renewables.

• Selected as preferred bidder for Czech nuclear project, with further expansion expected in Europe.

• Active pursuit of new nuclear projects in Poland, UK, UAE, Saudi Arabia, Finland, Sweden, and the Netherlands.

Gas turbine business momentum

• Five new gas turbine supply contracts signed in 2024, with accumulated orders reaching KRW1.0tn.

• Stable recurring revenue expected from long-term service agreements and OEM technology leadership.

• Forecast to reach KRW10tn in accumulated GT orders by 2028, with strong CAGR in service and equipment.