Shares of Vestas Wind Systems rise on robust Q1 deliveries

  • May 6, 2025

Investing.com -- Shares of Vestas Wind (CSE: VWS ) Systems climbed 4.2% on Tuesday following a strong first quarter performance that surpassed market expectations, particularly in sales and margins.

The company’s adjusted EBIT margins came in significantly higher than consensus, driven by a robust showing in its Power Solutions segment.

In the first quarter of fiscal year 2025, Vestas Wind Systems reported group orders, revenues, and adjusted EBIT margins that were in line, 15% higher, and 250 basis points ahead of the company-collated consensus, respectively.

Adjusted EBIT stood at €14 million, a notable improvement compared to the anticipated €(29) million. This was underpinned by Vestas Wind Systems’ order volume intake of 3,135 MW and an average order intake pricing of €1.24/MW, which exceeded consensus estimates.

Despite the potential impact of US tariffs, Vestas Wind Systems has maintained its full year 2025 guidance within the expected range.

The guidance includes revenues of €18-20 billion and an adjusted EBIT margin of 4-7%, with Service EBIT expected to hit €700 million.

The company also plans to invest €1.2 billion.

According to RBC analysts, the strong first-quarter results, supported by solid performance and deliveries, help reduce risk in what is expected to be another back-end weighted year.

They added that maintaining the full-year guidance is a positive sign, reflecting structural improvements in the industry.

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