Aker Horizons ASA · SWB:7QF
Aker Horizons ASA — Investor Presentation (July 2021)
17 slides from Aker Horizons ASA's investor presentation, July 2021
Slide 1: July 2021
July 2021
Slide 2: Disclaimer
Disclaimer This presentation includes and is based, inter alia, on forward-looking information and statements that are subject to risks and uncertainties that could cause actual results to differ. These statements and this presentation are based on current expectations, estimates and projections abo
Slide 3: Aker Horizons
Aker Horizons A planet-positive investment company Aker’s investment vehicle within renewable energy and green tech Launched in July 2020 as Aker's planet-positive investment platform Leveraging the Aker ecosystem and capabilities, including industrial software 988 employees and hired-ins 80% owned
Slide 4: Planet-positive purpose + industrial & financial capabilities = attractive shareholder returns
Planet-positive purpose + industrial & financial capabilities = attractive shareholder returns Planet-positive – purpose driven, building businesses that have a major positive, net impact on the Planet-positive environment purpose Industrial edge – benefit from the Aker group’s 180- year heritage an
Slide 5: Investment thesis grounded in the UN SDGs
Investment thesis grounded in the UN SDGs Further guided by the EU Taxonomy and our Green Finance Framework Since 2021 Aker Horizons has been committed to the UN Global Compact corporate responsibility initiative and its principles in the areas of human rights, labor, the environment and 55 anti-cor
Slide 6: Our 2025 ambition
Our 2025 ambition 100 bn 10 GW 25 Mt NOK in green in renewable CO2e p.a. investments1 power capacity emissions reduction2 1. Total capital investments originated by Aker Horizons and platform companies, before sell-downs. For other projects, Aker Horizons' or platform companies' pro rata share of pr
Slide 7: Part of the Aker group with 180 years of industrial heritage
Part of the Aker group with 180 years of industrial heritage REPEATEDLY ADVANCING FRONTIERS 180 YEARS HISTORY IN BUILDING IN COMPLEX BUSINESSES… INDUSTRIAL FRONTRUNNERS 1841 2021 FOCUSING ON THE MOST PRESSING CHALLENGES, NOW EMPHASIS ON Continuous adaption and value creation is in our DNA RENEWABLES
Slide 8: Access to scale, innovative technology and a broad set of capabilities
Access to scale, innovative technology and a broad set of capabilities Value for Aker Horizons Strong industrial portfolio and history AKER Capital market access Competence at scale Leading domain expertise, strong track record AKER NETWORK Access to top talent and strong advisory suite
Slide 9: Portfolio overview
Portfolio overview Sunrise portfolio Incubating high impact planet-positive businesses and investments 51.0% 77.2% 51.0% 75.0% Company / area Ownership Description 49.9% Technology start-up focused private on offshore super grid to dramatically reduce costs and footprint for long range transmission
Slide 10: Aker Horizons' portfolio addresses several key levers to reach net-zero
Aker Horizons’ portfolio addresses several key levers to reach net-zero H2 Emissions Demand mgmt., Efficiency Renewable Fuel/feed- Clean Carbon Capture, Carbon today circularity power stock switch hydrogen Utilization & Storage removal Aker Horizons companies: Source: IEA 10
Slide 11: Aker Horizons ecosystem
Aker Horizons ecosystem 11 11
Slide 12: Aker Carbon Capture
Aker Carbon Capture Business model 26% Investment value − Pure-play carbon capture company with certified market-leading proprietary technology of AH GAV NOK 5.7 billion − Delivers ready-to-use carbon capture plants utilizing best-in-class HSE friendly solvent and patented plant technologies Market
Slide 13: Aker Clean Hydrogen
Aker Clean Hydrogen Business model 20% Investment value − Leading the industrialization of clean hydrogen production as an integrated clean hydrogen producer with unique end-to-end asset integration and of AH GAV NOK 4.3 billion optimization capabilities − Develops, builds, owns and operates clean h
Slide 14: Aker Offshore Wind
Aker Offshore Wind Business model Investment value − Pure-play offshore wind developer with focus on deep-water assets. Sources, 9% NOK 1.9 billion develops and operates offshore wind projects of AH GAV − Uses technology and the Aker group’s long-standing leading position in offshore development as
Slide 15: Mainstream Renewable Power
Mainstream Renewable Power Business model 35% Investment value1 − Leading renewable energy company with a global footprint of AH GAV NOK 7.7 billion − Best-in-class in-house capabilities across entire asset lifecycle − High quality pipeline underpinning growth; multi-tech & -geography platform − Con
Slide 16: Aker Horizons team
Aker Horizons team Kristian M. Røkke Financial, industrial, operational expertise CEO Investment Team Finance Team Corporate Functions Holger Dilling Frode Strømø Erik Otto Nyborg Trude Sundset Nanna Tollefsen Jan Ivar Nielsen Corporate General Counsel Investment Director Strategy Advisor & BD CFO S
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