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    Guilherme Levy

    Research Analyst at Morgan Stanley

    Guilherme Levy is an Equity Analyst at Morgan Stanley specializing in European industrials and energy sector companies, with active coverage of major names such as Technip Energies, GTT, and Saipem. He has demonstrated a strong performance track record, with a 100% success rate and an average return exceeding 24% over one year for his published calls on Technip Energies according to independent analytics. Levy began his career in equity research prior to joining Morgan Stanley and is regularly cited on institutional coverage lists for leading European corporates. He holds relevant professional credentials for securities analysis and is involved in cross-disciplinary research initiatives at Morgan Stanley.

    Guilherme Levy's questions to Technip Energies (THNPY) leadership

    Guilherme Levy's questions to Technip Energies (THNPY) leadership • Q1 2025

    Question

    Guilherme Levy asked for the reasons behind the increased revenue guidance for the Project Delivery (PD) segment and requested an update on the Argentina LNG projects, including FEED status, timelines, and the potential for modularization.

    Answer

    CEO Arnaud Pieton explained that for Argentina LNG, Technip Energies has teamed with JGC and is actively working with the client (YPF) on various options for a significant development, which will be based on a modularized execution plan. CFO Bruno Vibert added that the PD guidance was raised due to improved visibility, strong execution, and the ramp-up of recent awards, which firms up the trajectory toward the 2028 financial framework.

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    Guilherme Levy's questions to Technip Energies (THNPY) leadership • Q1 2025

    Question

    Guilherme Levy asked for the rationale behind the increased revenue guidance for the Project Delivery (PD) segment and requested an update on the Argentina LNG projects, including timelines, FEED status, and whether they would be modularized.

    Answer

    CEO Arnaud Pieton stated that for the Argentina LNG project, Technip Energies has partnered with JGC and sees strong momentum from the client, YPF. He confirmed the execution plan would be based on modularization. CFO Bruno Vibert added that the PD guidance was raised due to improved visibility from recent awards and strong execution, which firms up the trajectory not just for 2025 but also for 2026 and beyond.

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    Guilherme Levy's questions to Technip Energies (THNPY) leadership • Q1 2024

    Question

    Guilherme Levy asked about the expected dynamics of working capital normalization in coming quarters and requested an update on the progress of the CORAL FLNG 2 project.

    Answer

    Executive Bruno Vibert explained that working capital is lumpy and the recent outflow reflected portfolio maturity without large new awards, but upcoming awards are expected to replenish it. He emphasized focusing on cash flow excluding working capital. Executive Arnaud Pieton stated that CORAL FLNG 2 is a key part of the qualitative pipeline with early works progressing, but the final investment decision timing is controlled by the client, Eni.

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