contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Analyst

Erkki Vesola

Wärtsilä specializes in power solutions for the marine and energy sectors. The business is managed based on several business segments and the range includes integrated system solutions, spare parts, and associated service functions during the installation cycle, but also complete operation and optimization services. The company was originally founded in 1834 and is headquartered in Helsinki, Finland.

It seems quite appropriate to build more capacity. On the rumor side, the market is speculating particularly on the following:   Texas AI campus projects   Extremely large off-grid hyperscale projects in Utah   “Behind-the-meter” solutions in the PJM area (Ohio/Virginia/Pennsylvania)   Hybrid models featuring engines + batteries + later grid connection   For example, megaprojects like Utah’s “Wonder Valley / Stratos” have sparked speculation that several players – including Wärtsilä – could become suppliers, as these projects require gigawatt-scale captive power generation quickly.

Here are Aapeli’s comments on Wärtsilä’s additional investment in Vaasa, which will increase production capacity                    Inderes – 27 May 26              Wärtsilältä lisäinvestointi Vaasaan kapasiteetin kasvattamiseksi - Inderes    Wärtsilä tiedotti tiistaina investoivansa 90 MEUR teknisen tuotantokapasiteetin 30 %:n laajennukseen.

News Powered by Cision              Wärtsilä laajentaa teknistä tuotantokapasiteettiaan vielä 30 prosenttia...    Wärtsilä Oyj Abp, lehdistötiedote, 26.5.2026 klo 9:15 Teknologiayhtiö Wärtsilä investoi noin 90                             Technology group Wärtsilä is investing approximately EUR 90 million in a 30% expansion of the technical production capacity at its Sustainable Technology Hub (STH) in Vaasa, as well as its related global supply chain. This expansion follows the 35% increase in production capacity announced in February 2026. These expansions will increase Wärtsilä’s technical production capacity by a total of 65% compared to 2025. Thanks to this investment, Wärtsilä will be able to increase the volume of engine deliveries, meet growing market demand in the energy and marine markets, and better support customer needs and long-term business growth. Additionally, the investment strengthens the capacity of Wärtsilä’s global supply chain. The 35% capacity expansion announced in February 2026 is scheduled to be commissioned in the first quarter of 2028, and the 30% expansion announced now is similarly scheduled for the first quarter of 2029. Key information about Wärtsilä’s Sustainable Technology Hub (STH):   Opened in 2022, the Sustainable Technology Hub currently covers an area of 90,000 square meters and employs over 3,800 professionals.   STH is a center for collaboration, innovation, and partnership, where Wärtsilä experts, customers, technology partners, and educational institutions meet. The center receives approximately one thousand visitors every month, including customers, partners, and decision-makers.   All engine models in Wärtsilä’s product portfolio are manufactured at STH, which also houses a training center and one of Wärtsilä’s remote monitoring centers serving customers worldwide.   Since announcing the establishment of the Sustainable Technology Hub in 2018, Wärtsilä has invested over EUR 490 million in the center, including a EUR 50 million investment to expand facilities for R&D and testing activities announced in April 2025, an office expansion completed in early 2026, and a total of EUR 230 million in investments to expand technical production capacity and the related global supply chain, which the company reported between February and May 2026. The increasing capacity will be housed in an expansion of over 11,000 square meters, expected to be completed in early 2028.   The technology center plays a central role in Wärtsilä’s goal to make its own operations carbon neutral by 2030. Designed to be energy self-sufficient, the building generates its own electricity and heat. Surplus electricity is fed into the grid, and heat generated from engine tests and other processes is recovered into a thermal energy storage tank and used to heat the building.

Here are Aapeli’s comments regarding the Brazilian order received by Wärre  Wärtsilä announced on Wednesday that it has signed two contracts for the delivery of equipment for balancing power projects totaling 371 megawatts in Brazil. This significant order package is divided into two tranches, the first of which was already recorded in the company’s strong Q1’24 order intake, and the second will support the Q2’24 order intake. However, the order announcement does not result in immediate needs to change our forecasts, as we had already expected the order flow to be at a very strong level regardless.                   Inderes – 15 May 26              Wärtsilälle merkittävä tilauskokonaisuus Brasiliasta - Inderes    Wärtsilä tiedotti keskiviikkona solmineensa kaksi sopimusta yhteensä 371 megawatin säätövoimaprojektien laitetoimituksista Brasiliaan.

Helsingin Sanomat – 13 May 26              Vienti | Wärtsilälle taas jättikauppa    Wärtsilä on kertonut muutaman viikon sisällä isoa ydinvoimalaa vastaavasta määrästä voimalakauppoja. Kauppa käy nyt vauhdikkaasti.                             There is no paywall on this article, which covers today’s Brazil deal.

News Powered by Cision              Wärtsilän ja Origem Energian kumppanuus 371 MW megawatin...    Wärtsilä Corporation, Lehdistötiedote, 13 toukokuuta 2026 klo 12.00 Teknologiayhtiö Wärtsilä ja                             The technology group Wärtsilä and the Brazilian company Origem Energia have signed two agreements for equipment deliveries to new balancing power projects in Brazil. Wärtsilä will deliver a total of 36 Wärtsilä 34SG engines, which provide balancing power, to Origem Energia in two batches. The first order for 18 engines was booked into Wärtsilä’s order intake in the first quarter of 2026, and the second order for 18 engines was booked in the second quarter of 2026. The agreements represent a significant milestone in the collaboration between the companies and are linked to Brazil’s largest-ever capacity auction for contracted electricity. Origem Energia was among the biggest winners in the auction, securing projects scheduled to begin commercial operations in 2028 and 2029. The projects include the Pilar and Pilar Nova power plants, scheduled to commence operations in October 2028, and the Manguaba I–V projects, scheduled to start in August 2029. The equipment deliveries will be timed to ensure the power plants can be commissioned according to the planned schedule. Together, the projects will add reliable and flexible power generation capacity to the Brazilian electricity grid. The agreements strengthen Wärtsilä’s position as a strategic partner in Brazil’s energy transition, capable of supporting the efficient integration of diverse energy sources and enhancing energy security of supply. Through these projects, Origem enters the field of balancing power generation. The projects also create opportunities for operational expansion and long-term services, while strengthening Origem’s position as a partner for future similar ventures.

I have been wondering why power plants and backup power plants haven’t been delivered to Ukraine earlier (or at least announced). Ukrnafta and Wärtsilä launch 80 million euro partnership Ukrnafta and Wärtsilä launch 80 million euro partnership Ukrnafta has signed a framework agreement with Finland’s Wärtsilä, Ukrnafta’s parent company, the state-owned Naftogaz announced. The partnership focuses on supplying specialised equipment for decentralised power generation. The agreement was signed by Ukrnafta board member Māris Kunickis during a meeting between the Prime Minister of Finland, Petteri Orpo, and the Prime Minister of Ukraine, Denys Shmyhal. This equipment refers to the delivery of specialised machinery, such as gas engines or turbines, used to build small-scale power plants located close to where the electricity is actually consumed. Instead of relying on one massive central plant, these facilities create a decentralised network that makes the energy grid more resilient to attacks or failures.

Wärtsilä

Wärtsilä's Q4 figures were quite close to our expectations, slightly below consensus. The company's comments on its own 2023 demand outlook were quite positive. 

<p>Wärtsilä's Q4 figures were quite close to our expectations, slightly below consensus. The company's comments on its own 2023 demand outlook were quite positive. </p> 

	2022	23e	24e
Revenue	5,841.5	6,351.6	6,888.4
growth-%	22.3 %	8.7 %	8.5 %
EBIT (adj.)	325.0	493.4	583.8
EBIT-% (adj.)	5.6 %	7.8 %	8.5 %
EPS (adj.)	0.48	0.58	0.68
Dividend	0.26	0.40	0.50
Dividend %	3.3 %	1.2 %	1.4 %
P/E (adj.)	16.3	59.7	51.0
EV/EBITDA	21.7	34.9	29.1

Wärtsilä: Slow and steady wins the race

Key Estimate Figures2023-01-31

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