Aker Solutions Asa · OSL:AKSO
Aker Solutions Asa — Investor Day (December 2011)
10 slides from Aker Solutions Asa's investor day presentation, Dec 8, 2011
Slide 1: Global markets and regional structures
part of Aker Global markets and regional structures Capital Markets Day, 8 December 2011 Mark Riding | VP and Chief Strategic Marketing © 2011 Aker Solutions
Slide 2: E&P spending – growth strengthens
E&P spending – growth strengthens Global E&P CAPEX spend ■ Rebounded in 2011 ■ Growth for next 5 years 10-15% Source: Global E&P Spending Update , Barclays Capital Equity Research, June 13th 2011 Global E&P offshore purchasing spend (OPEX and CAPEX) 500 000 450 000 400 000 350 000 ■ Decade of growth
Slide 3: Spending expected to grow across regions 2011-2015
Spending expected to grow across regions 2011-2015 11.5% CAGR average in selected offshore regions North Sea % R 11 80 000 70 000 CA G 60 000 50 000 40 000 30 000 20 000 10 000 0 2011 2012 2013 2014 2015 North America 80 000 70 000 % Ship yards in Asia R 7,1 CA G 60 000 50 000 40 000 Counted through
Slide 4: Subsea returning to high growth
Subsea returning to high growth Global subsea CAPEX spend by region, on-stream year USD million 20 000 18 000 16 000 14 000 12 000 10 000 ■ Rebounding in 2012 8 000 6 000 ■ Return to decade < 4 000 trend (05-15) 2 000 0 ■ Market CAGR of 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 ove
Slide 5: Strong deepwater drilling lifecycle market
Strong deepwater drilling lifecycle market Current location of deepwater rigs (>5 000ft) 50 ■ High demand for deepwater drilling units 40 will drive new build activities ■ Biggest near term potential is the Brazilian 30 rig building program 20 ■ Currently ~1/3 of all deepwater rigs 10 contracted for
Slide 6: Good order increases expected in the FPS market
Good order increases expected in the FPS market Order backlog for floating production systems ■ Strong order potential ■ Currently 57 in backlog Projects involving floating production or storage systems (In planning or study) ■ Currently 210 in planning or study phase ■ FPSO represent 80% of spend S
Slide 7: Broad customer base
Broad customer base - Oil companies - FPSO operator - EPC - Drilling operator - Construction yard - Ship owner - SURF installation The oil companies are in almost all After market customers and important EPC, construction yard or SURF cases the end customer and lifecycle player for the drilling vess
Slide 8: Strengthened focus on customer relationships
Strengthened focus on customer relationships Key account Management KAM Customers Single point of contact: Coordinate interaction with customer 8 December 2011 Slide 8 PUBLIC | © 2011 Aker Solutions part of Aker
Slide 9: Regional structure: Key drivers for strategic growth
Regional structure: Key drivers for strategic growth ■ Pro-active customer engagement Coordinated ■ Dialogue for service quality and market intelligence customer focus ■ Global account management Seoul Houston Common ■ Alignment of business strategies Mumbai Aker Solutions ■ Common voice on industry
Slide 10: Copyright and Disclaimer
Copyright Copyright of all published material including photographs, drawings and images in this document remains vested in Aker Solutions and third party contributors as appropriate. Accordingly, neither the whole nor any part of this document shall be reproduced in any form nor used in any manner