Group 1 - Technip Energies N.V. has completed its share buy-back program, acquiring 1,265,324 shares, which is 0.71% of its share capital, at an average price of 35.56 euros per share [1][2] - The shares acquired will be utilized to meet the Company's obligations under equity compensation plans [2] - Technip Energies is a global technology and engineering powerhouse with leadership in LNG, hydrogen, ethylene, sustainable chemistry, and CO2 management [3][4] Group 2 - The Company generated revenues of €6.9 billion in 2024 and is listed on Euronext Paris [4] - Technip Energies employs over 17,000 people across 34 countries, focusing on bridging prosperity with sustainability [4]

In accordance with the regulations relating to share buybacks, Technip Energies (PARIS:TE) declares the following purchases of its own shares from November 10, 2025, to November 13, 2025. These transactions were carried out as part of the buyback program with a discretionary mandate carried out by an investment services provider making decisions relating to the acquisition of Technip Energies shares independently. Name of the issuer Identity Day of the transaction Identity code of the financial instrume ...

Core Insights - Technip Energies has been awarded a contract to supply three fully electric marine loading arms for phase 2 of the Northern Lights CO2 transport and storage project in Øygarden, Norway [1][5] - This contract follows the successful delivery of the world's first liquefied CO2 marine loading arms for phase 1, which began operations in summer 2025 [3][5] - The second phase aims to increase the terminal's capacity to handle over 5 million tonnes of CO2 per year by 2028 [3] Company Overview - Technip Energies is a global technology and engineering powerhouse with leadership in LNG, hydrogen, ethylene, sustainable chemistry, and CO2 management [7] - The company generated revenues of €6.9 billion in 2024 and is listed on Euronext Paris [8] Project Details - The loading solution will be installed at the new Northern Lights jetty and will consist of three marine loading arms designed to transfer liquefied CO2, marking a first-of-a-kind fully electric design [2][4] - The fully electric marine loading arms are expected to set a new industry benchmark in operability, safety, and environmental performance [2][4] Strategic Importance - The Northern Lights project is a joint venture between Equinor, Shell, and TotalEnergies, representing the world's first open-access, cross-border CO2 transport and storage infrastructure [5] - The project is crucial for carbon management infrastructure in Europe, highlighting Technip Energies' commitment to innovation and leadership in the CCS market [5]

Key Takeaways from the 6th Annual Carbonomics Conference Industry Overview - The conference focused on the energy sector, particularly the transition towards low-carbon energy solutions and the increasing demand for energy driven by AI and data centers [2][5][43]. Core Themes and Insights 1. **Accelerating Energy Demand** - The narrative around energy is shifting from a pure transition to an "All-of-the-Above" approach, recognizing that renewables alone are insufficient to meet future energy needs. Nuclear, gas, and oil are increasingly viewed as complementary sources [5][43]. - Global data center power demand is expected to more than double by 2030, with the U.S. utilities team projecting a 2.6% CAGR in power demand through 2030 [43][49]. 2. **Fuel Cell Technology** - Fuel cells are emerging as a key technology for low-carbon, high-reliability digital infrastructure, particularly for data centers. It is estimated that 25%-50% of total behind-the-meter power generation could be supplied by fuel cells, requiring 8-20 GW of capacity by 2030 [5][74][75]. 3. **Energy Security and Affordability** - Energy security and affordability are major global concerns. The CEOs of major energy companies discussed LNG supply growth as a potential resolution to the European energy crisis [7][43]. 4. **Rise of Clean Power** - Utilities are entering a new era driven by accelerating power demand and renewable innovation. Key players discussed profitable growth opportunities in low-carbon power [7][43]. 5. **Policy Support** - Policy frameworks, such as the U.S. Inflation Reduction Act (IRA), are crucial in shaping investment flows and technology adoption in clean energy [7][43]. 6. **Bioenergy Potential** - Bioenergy is the largest source of renewable energy globally, with potential applications in heating, road transport, and aviation [7][43]. 7. **Transformation of Big Oils** - Major oil companies are re-imagining their business models to align with global warming containment goals, transitioning into broader, lower-carbon energy companies [7][43]. 8. **Carbon Sequestration Technologies** - Carbon sequestration is vital for achieving net-zero emissions cost-effectively, with discussions involving leading companies in carbon capture [7][43]. 9. **Clean Hydrogen** - Clean hydrogen is recognized as a key technology for decarbonization, with discussions on its value chain involving industry leaders [7][43]. 10. **Decarbonizing Materials and Buildings** - The need for new building materials and rethinking cement production processes is emphasized for decarbonizing the construction sector [7][43]. Additional Insights - The conference highlighted the need for significant investments in the energy sector, with estimates suggesting that Europe may require up to €3 trillion in investment to avert a potential power crisis over the next decade [71][72]. - The U.S. utilities team expects that 82 GW of new generation capacity will be needed to support data center demand growth, translating to approximately $103 billion in capital expenditure through 2030 [50][58]. Conclusion The 6th Annual Carbonomics Conference underscored the critical intersection of energy demand, technological innovation, and policy support in the transition to a low-carbon future, with a strong emphasis on the role of data centers and emerging technologies like fuel cells and clean hydrogen in shaping the energy landscape.

Core Viewpoint - Technip Energies has conducted a share buyback program from November 3, 2025, to November 7, 2025, as part of its strategy to enhance shareholder value through the repurchase of its own shares [1]. Share Buyback Details - The total number of shares repurchased during this period amounted to 697,102 shares, with a daily weighted average purchase price of €35.432179 [3]. - Specific daily transactions included: - November 3, 2025: 7,852 shares at €35.902445, 47,125 shares at €35.887329, 6,843 shares at €35.911799, and 68,261 shares at €35.838323 [2]. - November 4, 2025: 7,980 shares at €35.554351, 48,829 shares at €35.526061, 7,381 shares at €35.531007, and 71,958 shares at €35.517188 [2]. - November 5, 2025: 8,145 shares at €35.795347, 48,577 shares at €35.749290, 7,318 shares at €35.729311, and 75,028 shares at €35.745059 [2]. - November 6, 2025: 8,399 shares at €35.435278, 50,658 shares at €35.435728, and 8,014 shares at €35.421150 [3]. - November 7, 2025: 8,506 shares at €34.650202, 51,519 shares at €34.665838, 8,095 shares at €34.669554, and 79,195 shares at €34.661057 [3]. Company Overview - Technip Energies is a global technology and engineering company with a focus on LNG, hydrogen, ethylene, sustainable chemistry, and CO2 management, contributing to critical markets such as energy and decarbonization [4]. - The company generated revenues of €6.9 billion in 2024 and is listed on Euronext Paris, with American Depositary Receipts trading over the counter [5].

Core Insights - Ecovyst Inc. reported third-quarter results for 2025, highlighting a strategic decision to sell its Advanced Materials & Catalysts segment to Technip Energies for $556 million, expected to close in Q1 2026 [3][12] - The company aims to use $450 million to $500 million of the net proceeds to reduce long-term debt, projecting a net debt leverage ratio below 1.5x, which is part of its strategy to enhance shareholder value and strengthen its balance sheet [3][4] - The Ecoservices segment showed strong demand, with third-quarter Adjusted EBITDA reaching $64 million, a 15% increase year-over-year, driven by favorable pricing and higher sales volume of virgin sulfuric acid [5][6] Financial Performance - Third-quarter 2025 sales were $204.9 million, up 33.1% from $153.9 million in Q3 2024, attributed to higher sulfur costs and increased sales volume [6][12] - Adjusted EBITDA for Ecoservices was $63.6 million, compared to $55.1 million in the same quarter last year, reflecting a margin of 31.0% [6][31] - Net income from continuing operations was $0.4 million, a significant decrease from $14.8 million in the prior year, with a net income margin of 0.2% [12][25] Cash Flow and Balance Sheet - Cash flows from operating activities for continuing operations were $77.5 million for the nine months ended September 30, 2025, compared to $66.0 million for the same period in 2024 [7][29] - As of September 30, 2025, the company had cash and cash equivalents of $99.1 million, with total gross debt at $864.3 million [8][27] - The company amended its stock repurchase plan, removing the expiration date, with $202.2 million available for repurchases as of September 30, 2025 [4][15] Revised Financial Outlook - The company revised its 2025 guidance for continuing operations, expecting sales between $700 million and $740 million, with Adjusted EBITDA of approximately $170 million [13][11] - The outlook assumes higher average sulfur prices and a projected pass-through of sulfur costs of approximately $70 million [11][13] - Positive demand for virgin sulfuric acid is anticipated, particularly in mining applications, supported by copper mine expansion projects [10][11]

Core Viewpoint - Technip Energies has announced its share buyback activities conducted from October 27, 2025, to October 31, 2025, as part of a discretionary buyback program managed by an investment services provider [1]. Group 1: Share Buyback Details - The total number of shares repurchased during the specified period was 22,500 shares [2]. - The average purchase price for the shares was €34.71 [2]. - Specific transactions included the purchase of 12,500 shares on October 30, 2025, at an average price of €34.78, and 10,000 shares on October 31, 2025, at an average price of €34.62 [2]. Group 2: Company Overview - Technip Energies is recognized as a global technology and engineering leader, focusing on sectors such as LNG, hydrogen, ethylene, sustainable chemistry, and CO2 management [3]. - The company generated revenues of €6.9 billion in 2024 and is listed on Euronext Paris [4]. - Technip Energies employs over 17,000 individuals across 34 countries, emphasizing a commitment to sustainability and innovation [4].

Core Insights - Contractors play a crucial role in the oil and gas industry by enabling decarbonisation through their technical expertise and skilled workforce [1] - They are involved in various stages of operations, from advisory to technical execution, and are essential for fostering innovation and efficiency [2] - The market for low-carbon technologies is expanding, with contractors diversifying their offerings to include carbon capture and other emission reduction technologies [2][3] Industry Dynamics - Many contractors are focusing on specialized engineering and construction for low-carbon initiatives, which significantly impacts project viability and market speed [3] - Industrial gas producers are also entering the low-carbon space, providing comprehensive services for carbon capture and low-carbon hydrogen production [3] - Recent challenges in low-carbon energy developments, including inflation and regulatory issues, have led to project delays and cancellations, affecting contracting activity [4]

Core Insights - Technip Energies reported a solid financial performance for the first nine months of 2025, achieving a year-over-year revenue growth of 9% to €5.4 billion and maintaining strong profitability with a recurring EBITDA of €478 million, also up 9% year-over-year [3][4][23]. Financial Performance - Revenue for 9M 2025 reached €5,417.1 million, compared to €4,970.8 million in 9M 2024, marking a 9% increase [4][5]. - Recurring EBITDA for the same period was €478.0 million, up from €439.3 million, maintaining a margin of 8.8% [4][5]. - Net profit for 9M 2025 was €281.9 million, slightly up from €279.9 million in 9M 2024 [5][7]. - Adjusted order intake for 9M 2025 was €3,361.8 million, down from €4,813.5 million in 9M 2024, resulting in a book-to-bill ratio of 0.6 [18][19]. Strategic Developments - The company announced the acquisition of Ecovyst's Advanced Materials & Catalysts business for US$556 million, which is expected to enhance its capabilities in the catalyst value chain and is anticipated to close by Q1 2026 [3][46][47]. - Technip Energies secured a major contract for the Commonwealth LNG export facility in the US, which is expected to significantly contribute to the company's backlog once confirmed [3][33]. - The company is extending its leadership in LNG and modularization, with additional contracts awarded for projects in Mozambique and Indonesia [3][34][36]. Operational Highlights - The company reported strong commercial prospects in LNG, decarbonization, and sustainable fuels, supported by a diverse portfolio of technologies and solutions [3][4]. - Key operational milestones include progress on various projects such as the QatarEnergy North Field Expansion and the Marsa LNG project in Oman [27][29]. Market Position - Technip Energies is positioned as a global leader in energy and decarbonization infrastructure, contributing to critical markets such as LNG, hydrogen, and sustainable chemistry [12][46]. - The company emphasizes a disciplined approach to capital allocation and cost management, focusing on long-term value creation for stakeholders [3][54].

Financial Data and Key Metrics Changes - Adjusted EBITDA rose to $1,240 million, exceeding the midpoint of guidance, reflecting strong operational performance and a 20 basis points year-over-year increase in consolidated adjusted EBITDA margins to 17.7% [7][33] - Full year adjusted EBITDA is now expected to exceed $4,700 million, with a strong operational performance year to date [8][46] Business Line Data and Key Metrics Changes - IET orders totaled $4,100 million during the quarter, driven by LNG equipment and strong performance in gas infrastructure and power generation [8][39] - IET revenue increased by 15% year-over-year to $3,400 million, with segment EBITDA rising 20% year-over-year to $635 million [39] - OFSE revenue was $3,600 million, up 1% sequentially, with EBITDA of $671 million, slightly above guidance midpoint [40] Market Data and Key Metrics Changes - LNG demand grew by 6% this year, with record LNG contracting activity, surpassing last year's total of 81 MTPA [23] - Global LNG installed capacity is expected to increase to approximately 950 MTPA by 2035, requiring additional projects to reach FID [25][26] Company Strategy and Development Direction - The company is focused on achieving at least $40,000 million in IET orders over the next three years, supported by a robust technology portfolio [9][49] - The acquisition of Chart Industries is expected to enhance the company's technology offerings and drive long-term growth [30][38] Management's Comments on Operating Environment and Future Outlook - The macro environment remains resilient despite geopolitical challenges, with AI-driven investments contributing significantly to GDP growth [18][20] - The outlook for 2025 remains unchanged, with expectations for a high single-digit decline in global upstream spending [21][22] Other Important Information - The company secured significant awards in power generation, including a contract for mobile power generation for oil and gas operations in North America [11][12] - A long-term service contract was secured with BP for its Tangu LNG facility in Indonesia, reinforcing the convertibility of the installed base into aftermarket opportunities [13] Q&A Session Summary Question: Opportunities in Power Generation - Management highlighted strong demand growth across various power generation solutions, including distributed power and geothermal opportunities, with $800 million in power generation-related orders booked this quarter [58][60][64] Question: Financial Targets in Horizon Two - Management expressed confidence in achieving $40 billion in IET orders by 2028, supported by strong visibility in project activity and a versatile technology portfolio [69][70] Question: Evaluation of Capital Allocation - The company is conducting a comprehensive evaluation of capital allocation and business costs to enhance shareholder value, particularly in light of the pending acquisition of Chart [84][86] Question: Integration of Chart Acquisition - Management discussed the integration planning underway, focusing on realizing cost synergies and enhancing commercial opportunities through the combined portfolio [91][93]