Scana Asa · OSL:SCANA
Scana Asa — Investor Presentation (November 2024)
23 slides from Scana Asa's investor presentation, Nov 12, 2024
Slide 1: Industrial History – Solutions for Tomorrow
INDUSTRIAL HISTORY – SOLUTIONS FOR TOMORROW
Slide 2: Investorweb 12 November 2024
INVESTORWEB 12 November 2024 Pål Selvik, CEO | Torvald Ulland Reiestad, CFO
Slide 3: Disclaimer
DISCLAIMER This presentation by Scana ASA is designed to provide a high-level overview of aspects of the operations of Scana ASA. The material set out in the presentation is current as of 12 November 2024. This presentation contains forward-looking statements relating to operations of Scana ASA that
Slide 4: Offshore Energy
INDUSTRIAL HISTORY – SOLUTIONS FOR TOMORROW OFFSHORE Visit Scana’s website to learn more: ENERGY www.scana.no 4
Slide 5: What have we done?
WHAT HAVE WE DONE?
Slide 6: What have we done?
What have we done? REVENUE EBITDA 2 000 300 1 800 1 934 250 271 1 600 1 606 1 400 200 1 200 181 1 000 150 800 912 100 600 71 400 50 200 305 17 0 0 FY 2021 FY 2022 FY 2023 LTM Q3 2024 FY 2021 FY 2022 FY 2023 LTM Q3 2024 6
Slide 7: Offshore
Revenue EBITDA 88 400 OFFSHORE 63 47 300 200 31 40 100 232 239 336 331 246 0 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Order backlog Order intake 1 000 500 315 369 309 400 223 189 800 300 200 600 100 0 400 -100 783 -200 816 898 859 837 200 -300 -400 0 -500 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Book to bill 2 1,3 1,1 1,
Slide 8: Energy
Revenue EBITDA 250 29 ENERGY 21 200 150 19 21 100 12 50 154 178 219 232 204 0 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Order backlog Order intake 319 400 370 320 300 270 198 188 220 200 170 175 170 120 301 298 279 238 354 100 70 20 0 -30 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Book to bill 2 2 1,6 1,1 1,0 0,9 1 0,8 1 0
Slide 9: About our companies
ABOUT OUR COMPANIES 9
Slide 10: Offshore: Services and solutions to the global oil & gas industry
OFFSHORE Services and solutions to the global oil & gas industry. Key drivers SUBSEA & WELL EQUPMENT OFFSHORE Support activities in the Fensfjord Industrial basin Subsea safety and oil spill control equipment Energy security from offshore oil and gas Circular economy Decarbonization initiatives Deco
Slide 11: Offshore: Maintenance and technical support, Namibia
OFFSHORE Maintenance and technical support to the local Oil & Gas industry, subsea oil spill control services and drilling equipment. Key drivers MAINTENANCE RISERS Subsea safety and oil spill control equipment Circular economic development Sustainable development of Oil & Gas industry in Namibia Lo
Slide 12: Offshore: Insulation, scaffolding, surface treatment and NDT services
OFFSHORE Planning and execution of Insulation, Scaffolding and Surface treatment (ISS) as well as Non-Destructive Testing (NDT) services. Key drivers SANDBLASTING CONTROL OF LIFTING EQUIPMENT Strong market position Contract with Equinor Circular economy Support activities in the Fensfjord Industrial
Slide 13: Offshore: Steel structures design, production and maintenance
OFFSHORE Design, production, and maintenance of steel structures for the oil, gas, and shipping industries. Key drivers MACHINING WELDING Support activities in the Fensfjord Industrial basin Contract with Equinor refinery Transition to renewable energy Circular economy and overhaul of equipment SHEE
Slide 14: Offshore: Property management and operations
OFFSHORE Provider of property management and operations within commercial, office, industrial, and technical infrastructure sectors. Key drivers Increasing activity in Fensfjord basin Development of existing and new properties Energy transition including CCS Energy security from offshore oil and gas
Slide 15: Offshore: Riser applications provider
OFFSHORE Highly specialized provider of riser applications for the oil and gas industry. Key drivers PIPES AND FLANGES SUBSEA COMPONENTS Energy security from offshore oil and gas Lifetime extension of equipment Strong market position with potential for new verticals Circular economy and overhaul/upg
Slide 16: Offshore: Mooring solutions
OFFSHORE Provider of reliable and long-lasting mooring solutions for floating structures within a variety of segments. Key drivers FISH FARMS FLOATING WIND Energy security from offshore oil & gas Transition to renewable energy and wind power Growth in offshore aquaculture OIL & GAS MAINTENANCE
Slide 17: Offshore: Remote valve control systems
OFFSHORE A world leading suppliers of remote valve control systems for shipping and the oil and gas industry. Key drivers OFFSHORE MARITIME Unique installed base Retrofit Offshore Shipping newbuilds Decarbonization CCS SERVICES & SPARES FACTORY PRODUCTION
Slide 18: Energy: Electrical power systems and energy storage
ENERGY Specializes in the design and integration of electrical power systems, electrical infrastructure, energy storage systems and control systems. ENERGY STORAGE SOLUTIONS ENERGY MODULES Key drivers Transition to renewable energy Grid balancing to support integration of renewable energy Electrific
Slide 19: Fensfjord basin
Skipavika Fensfjord basin Sløvåg Offers a wide range of services and solutions to the global offshore industry. Key drivers Improving global offshore market with strong customers relations Reactivation and certification of drilling rigs Mongstad Reuse and refurbishment Equinor maintenance ramp-up St
Slide 20: What are we going to do?
WHAT ARE WE GOING TO DO?
Slide 21: Build value through:
BUILD VALUE THROUGH: Organic growth in revenue Selective and accretive M&A Financial structure to enable and margins through active ownership Acquisitions Cash returns to shareholders New establishments Opportunistic approach to growth investments FUTURE ENERGY Divestments SCANA KOREA HYDRAULIC LTD.
Slide 22: Q & A
Q&A Scana ASA | Wernersholmvegen 49 | NO-5232 Paradis, Norway | E post@scana.no scana.no
Slide 23: Thank you
Thank you Scana ASA | Wernersholmvegen 49 | NO-5232 Paradis, Norway | E post@scana.no scana.no