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Nordex SE

EANS-Adhoc: Nordex SE
Nordex still on track to achieve revenue of EUR 1 billion in 2011; EBIT target now not expected to be reached until 2012

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  ad-hoc disclosure pursuant to section 15 of the WpHG transmitted by euro
  adhoc with the aim of a Europe-wide distribution. The issuer is solely
  responsible for the content of this announcement.
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6-month report

11.08.2011


• Order intake up 59% to EUR 522.4 million
        • Structural costs and continued price pressure placing burden on EBIT
        • Personnel and operating costs to be cut
        • Management Board examining options for strategic alliances in
          individual business areas
        • Strong balance sheet; equity ratio of 39% and liquidity of EUR 184.2
          million


    Hamburg, 11 August 2011 In the first half of 2011, the Nordex Group  (ISIN:
    DE000A0D6554) grew at a double digit rate again, with revenues rising by 15
    percent to EUR 403.3 million (previous year: EUR 349.8 million).  This  was
    materially underpinned by expanding US business, which now accounts for  25
    percent of Group revenues (previous year: 12 percent).  Order  intake  grew
    even more quickly, rising by 59 percent  to  EUR  522.4  million  (previous
    year: EUR 329.1 million). This puts the company well ahead of  the  average
    achieved in the wind power industry, in  which  new  business  grew  by  11
    percent according to industry figures. At the same time, firm  orders  rose
    to EUR 580.6 million (30.12.2010: EUR  411  million)  Including  contingent
    orders of EUR 1,489 million, the order book amounts to over EUR 2 billion.


    The gross margin amounted to  28.0  percent  in  the  period  under  review
    (previous year: 28.5 percent) and thus remained at a high level.   However,
    the increase  in  structural  costs  exerted  pressure  on  margins.  Thus,
    personnel costs rose by 12.5 percent to EUR 66.6 million.  Other  operating
    expenses, net of other operating income, climbed by EUR 11.0 million to EUR
    43.2 million. Earnings before interest and taxes (EBIT) dropped to EUR  1.6
    million (previous year: EUR  7.1  million).  All  told,  the  Nordex  Group
    sustained a loss of EUR 4.1 million, mainly due to net finance  expense  of
    EUR 7.4 million.


    The equity ratio increased to 39.0 percent as of  the  balance  sheet  date
    (31.12.2010: 37.6 percent). At the same time,  liquidity  rose  sharply  by
    30.5 percent to EUR 184.2 million (31.12.2010: EUR 141.1  million)  due  to
    and equity issue and a bond issue carried  out  in  spring  2011.   Working
    capital climbed to EUR 373.4 million (30.12.2011: EUR 244.7 million) partly
    as a result of project delays during the construction phase of  large  wind
    farms.


    Given the high structural costs  and  the  continued  pressure  on  selling
    prices, the company now plans to cut personnel costs  and  other  operating
    expenses by around EUR 50 million in total in  the  short  term.  In  2010,
    Nordex had launched a programme to lower  product  costs  which  is  to  be
    completed in 2012. In addition, it is  now  exploring  options  of  forging
    strategic alliances in  individual  business  areas  to  render  them  more
    effective. This particularly concerns the  regional  company  in  Asia  and
    Nordex Offshore GmbH.


    The aim of these measures is to improve the EBIT margin  in  2012  together
    with a slight increase in revenues. In view of the  intensive  competition,
    the Management Board now expects to report low - but  positive  -  earnings
    before interest, taxes and exceptionals for 2011 as a whole, but no  longer
    expects to achieve an EBIT margin of 4%. On the other hand, it is still  on
    track to reaching its targets  for  revenues  and  new  business  in  2011.
    Revenues are expected to reach around EUR 1 billion,  with  order  receipts
    rising by 20 percent and also amounting to  EUR  1  billion.  In  addition,
    working capital should drop  substantially  with  the  final  invoicing  of
    numerous projects in the second half of 2011.


    |(EUR million /|H1 2011      |H1 2010      |Q2 2011      |Q2 2010       |
|%)            |             |             |             |              |
|Revenues      |403.3        |349.8        |220.1        |199.3         |
|Gross margin  |28.0%        |28.5%        |27.9%        |29.2%         |
|Structural    |122.4        |100.8        |68.6         |54.2          |
|costs         |             |             |             |              |
|EBIT          |1.6          |7.1          |1.2          |6.7           |
|Consolidated  |-4.1         |2.9          |-2.2         |3.0           |
|net           |             |             |             |              |
|profit/loss   |             |             |             |              |
|Order intake  |522.4        |329.1        |368.2        |258           |


Further inquiry note:
Ansprechpartner für Rückfragen:
    Nordex SE
    Ralf Peters
    Telefon: 040 / 300 30 - 1000
     rpeters@nordex-online.com

end of announcement                               euro adhoc 
--------------------------------------------------------------------------------


issuer:      Nordex SE
             Langenhorner Chaussee 600
             D-22419 Hamburg
phone:       +49 (0)40 30030-1000
FAX:         +49 (0)40 30030-1101
mail:         info@nordex-online.com
WWW:         http://www.nordex-online.com
sector:      Alternative energy
ISIN:        DE000A0D6554, DE0000A0D66L2
indexes:     TecDAX, CDAX, HDAX, Prime All Share, Technology All Share, ÖkoDAX
stockmarkets: regulated dealing/prime standard: Frankfurt, free trade: Berlin,
             Hamburg, Stuttgart, Düsseldorf, München 
language:   English

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