Here are Tommi’s comments regarding the Q2 pre-silent call organized by Wärtsilä. ![]()
The overall picture remained largely unchanged. Order intake has continued at a good level in both Energy and Marine, and the sales pipeline remains strong in both segments. In our view, the call did not contain any news directly impacting our forecasts; instead, it reinforced the positive trend familiar from previous quarters and the June strategy call. The most concrete clarifications concerned previously announced arrangements. The Portfolio Business units have now been fully divested (the order book will be adjusted by approximately EUR 650 million in Q2) and the one-off profit impact of the Energy Storage joint venture was specified. We will incorporate these items into our forecasts by the time of the Q2 earnings preview at the latest.