Hoegh Autoliners ASA · OSL:HAUTO
Hoegh Autoliners ASA — Investor Presentation (November 2021)
15 slides from Hoegh Autoliners ASA's investor presentation, November 2021
Slide 1: Company presentation
Company presentation November 2021 1 Company Presentation | November 2021
Slide 2: Key investment highlights
Key investment highlights 1 Leading RoRo operator with global presence, longstanding customer relationships and fully integrated organisation 2 Transformational green newbuilding program with superior earnings capacity 3 Highly attractive market fundamentals with limited risk of excess capacity and
Slide 3: Leading RoRo owner and operator with global presence
Leading RoRo owner and operator with global presence Höegh Autoliners at a glance Key metrics Committed to sustainable shipping Reducing our environmental footprint Leading RoRo operator with global ▪ 37% reduction in fleet carbon intensity 2008-2020 ✓ presence, longstanding customer relationships a
Slide 4: Shareholder with more than 90 years of experience in the shipping industry
Shareholder with more than 90 years of experience in the shipping industry Company history Introduction to Leif Höegh & Co. Leif Höegh & Co. ▪ Starting in 1927, Leif Høegh developed a leading position in the global maritime 1927 founded as a tanker transportation sector owner Höegh Ugland Auto ▪ Sin
Slide 5: Fully integrated global organisation with considerable inhouse expertise
Fully integrated global organisation with considerable inhouse expertise Lean scalable organisation due to operational Full optimisation and restructuring: Operational technical Build project services Head office in Oslo downsized to management management strategic, managerial and key staff Commerci
Slide 6: Global network and organisation with focus on operational efficiencies
Global network and organisation with focus on operational efficiencies Americas to 11 Europe East Asia to US TRADES Overview Europe to Caribbean Shortsea Middle East of trade services US to East Asia routes Middle East East Asia to Europe to Africa Europe to US and Oceania Europe to South Middle Eas
Slide 7: Diversified cargo mix with attractive share of HH& BB cargo
Diversified cargo mix with attractive share of HH& BB cargo Factory New Light Previously Owned High & Heavy Breakbulk Vehicles Vehicles Product type Share of total 58% 11% 25% 6% volume 7 Höegh Autoliners Company Presentation | November 2021
Slide 8: Flexible fleet of ~40 vessels with largest average size within industry
Flexible fleet of ~40 vessels with largest average size within industry Fleet Key comments Newbuildings ▪ Höegh Autoliners is currently operating a fleet of 40x Aurora vessels of which 27x owned and 13x are chartered in 9,100 4-12x 0x N.A 44% CEU Owned Chartered Avg. age Share BB ▪ A diversified and
Slide 9: The current fleet consists of 27 owned and 13 long-term chartered in vessels
The current fleet consists of 27 owned and 13 long-term chartered in vessels Owned vessels Long B/B and T/C vessels Vessel Vessel type Shipyard Built CEU Vessel Vessel type Shipyard Built CEU Höegh Traveller Post Panamax Xiamen 2016 8,500 Höegh Tracer Post Panamax Xiamen 2016 8,500 Höegh Trotter Pos
Slide 10: New Aurora class designed to operate in a zero emissions future
New Aurora class designed to operate in a zero emissions future Future proof design with ammonia ready notation Substantial emission reduction potential Tonnes of CO2 emitted per CBM transported ▪ Fuel flexibility will be key to reduce emissions and protect vessel values. 0,10 Aurora can run on: − W
Slide 11: Ambition to reach zero carbon emissions by 2040
Ambition to reach zero carbon emissions by 2040 CO2 Zero carbon CO2 37% neutral Reduced emissions per Carbon neutral voyages Reduction in emission Availability of net zero Achieving net zero CEU nautical mile by available to all footprint from carbon shipping 37% customers newbuilds 1990s1 2008-2020
Slide 12: Delivering on UN sustainable development goals
Delivering on UN sustainable development goals Selected activities Selected activities environmental footprint Protecting life Reducing our below sea Achieved an improved carbon Signatory of “Getting to Zero” Green recycling of older 75% of vessels with ballast Operate a zero garbage intensity of 37
Slide 13: 2021 guidance and long term targets
2021 guidance and long term targets 2021 guidance Long term targets USD 920-940m Annual dividends equal to 30-50% of annual net profit after tax, Dividend taking into consideration our outlook, investment opportunities and Full-year revenues policy financial position USD 195-200m Full-year adj. EBIT
Slide 14: Experienced and international management team
Experienced and international management team Andreas Enger Per Øivind Rosmo Lise Duetoft Sebjørn Dahl Espen Stubberud Oskar Orstadius Laura Exner Chief Executive Chief Financial Chief Strategy and Chief Operations Chief Trade and Chief Sales Officer Chief HR and Officer (CEO) Officer (CFO) Analytic
Slide 15: Where to find more information…
Where to find more information… Website Twitter Facebook LinkedIn YouTube For news on the Aurora class especially – please see here on our website Video of the Aurora class – please see here on our website 15 Höegh Autoliners Company Presentation | November 2021
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