Kongsberg Gruppen Asa · OSL:KOG
Kongsberg Gruppen Asa — Investor Day (June 2022)
15 slides from Kongsberg Gruppen Asa's investor day presentation, Jun 2, 2022
Slide 1: Kongsberg Maritime
CMD 2022 Kongsberg Maritime 02/06/2022 Egil Haugsdal, President Kongsberg Maritime KONGSBERG PROPRIETARY: This document contains KONGSBERG information which is proprietary and confidential. Any disclosure, copying, distribution or use is prohibited if not otherwise explicitly agreed with KONGSBERG i
Slide 2: Disclaimer
DISCLAIMER This presentation contains certain forward-looking information and statements. Such forward-looking information and statements are based on the current, estimates and projections of the Company or assumptions based on information currently available to the Company. Such forward-looking in
Slide 3: Kongsberg Maritime
Kongsberg Maritime WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 3
Slide 4: WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of
WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 4
Slide 5: Long term growth in core markets
Long term growth in core markets Some near-term volatility, but long term growth in many of our core markets NEWBUILDING MARKET DEVELOPMENT CURRENT MARKET SENTIMENT 6 000 Historical Vessel Ordering 5 000 New FCST # of contracted vessels 4 000 3 000 2 000 1 000 0 1990 1993 1996 1999 2002 2005 2008 20
Slide 6: Market by volume vs. by value
Market by volume vs. by value Opportunities across key volume and specialised commercial markets VESSEL CONTRACT YEAR 2022-2026 – NO. OF VESSELS VESSEL CONTRACT YEAR 2022-2026 – BY VALUE KONGSBERG SCOPE 12% 8% 8% 7% 68% 34% 21% 15% 3% 5% Incl. multi-purpose vessels that serve 7% 7% 3% O&G and Wind C
Slide 7: Trends shaping our industry
Trends shaping our industry KM is well positioned to enable our customers in improving operations through market leading technologies KEY CUSTOMER REQUIREMENTS… …DRIVE ADOPTION OF TECHNOLOGY AND BUSINESS MODEL TRENDS OPERATIONAL EFFICIENCY Reduce Capex or Opex, and increase profitability SMART DATA
Slide 8: Strong, diverse and growing market positions for KM
Strong, diverse and growing market positions for KM HURTIGRUTEN IWS - AWIND REACH SUBSEA SØLVTRANS Hybrid ugrades of three Four new offshore wind Unmanned inspection A new series of Live Fish existing ships vessels (CSOV) and repair vessels Carriers (well boats) WORLD CLASS – Through people, technol
Slide 9: Global reach provides robustness
Global reach provides robustness Presence in 30+ countries ▪ 41% of employees outside of Nordics ▪ Geopolitics and COVID changes expectations and needs – Close to customers – Supply Chain/Logistics – Global access to talent WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETAR
Slide 10: Navigating global disruptions
Navigating global disruptions Each month: about 5,000 contracts signed and 13,000 supplier deals made Spare parts, products, Materials, components CUSTOMERS systems and solutions and spare parts SUB-SUPPLIERS ROBUST, GLOBAL AND AGILE ORGANISATION WORLD CLASS – Through people, technology and dedicati
Slide 11: Keeping a frontline position on digital ocean technology
Keeping a frontline position on digital ocean technology Which also paves way for new routes to market WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 11
Slide 12: Our deep knowledge is in demand
Our deep knowledge is in demand Underwater mapping – robotics WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 12
Slide 13: In the midst of the energy transition
In the midst of the energy transition Provides addressable growth areas OFFSHORE WIND BATTERY POWER ALTERNATIVE FUELS Source: Clarksons Research Offshore wind to see significant scaling to 1,748 GW in Vessels with batteries installed will increase by 27% Alternative fuels are needed urgently to deca
Slide 14: Ready to solve the industry's challenges
Ready to solve the industry’s challenges KEY MARKET DRIVERS POSITION US FOR LONG-TERM GROWTH WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 14
Slide 15: Thank you!
Thank you! KONGSBERG PROPRIETARY - See Statement of Proprietary information