Kongsberg Gruppen Asa · OSL:KOG
Kongsberg Gruppen Asa — Investor Day (September 2019)
16 slides from Kongsberg Gruppen Asa's investor day presentation, Sep 24, 2019
Slide 1: Kongsberg Digital
KONGSBERG DIGITAL 24/09/2019 Hege Skryseth, President Kongsberg Digital 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 in writing.
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: Highlights
HIGHLIGHTS *) ~ 0,8 BNOK Revenue >530 Employees 21% YoY growth ~30% Recurring 300 developers with 73% YoY growth revenues scalable setup order intake 95% External revenue 22% 25 ~70% International of annual turnover in Nationalities business R&D Investments WORLD CLASS – Through people, technology a
Slide 4: The journey towards industrial digitalization
THE JOURNEY TOWARDS INDUSTRIAL DIGITALIZATION Near autonomous and autonomous BUSINESS IMPACT operations Increase automation and remote operations New business models, transformed value chains Insight and data driven decisions COMPLEXITY / TIME WORLD CLASS – Through people, technology and dedication
Slide 5: Our business units
OUR BUSINESS UNITS MARITIME DIGITAL MARITIME PRODUCTION DYNAMIC RENEWABLES DRILLING & WELLS SOLUTIONS SIMULATIONS DIGITAL TWIN & UTILITIES WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 5
Slide 6: Launch at Nor-Shipping 2019: Vessel Insight
LAUNCH AT NOR-SHIPPING 2019 Vessel Insight - The gateway to next generation shipping WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 6
Slide 7: The maritime industry is on the doorstep of an industrial digital transformation
THE MARITIME INDUSTRY IS ON THE DOORSTEP OF AN INDUSTRIAL DIGITAL TRANSFORMATION, DRIVEN BY SEVERAL UNDERLYING MARKET DRIVERS Strong market drivers push the …demonstrated by record high maritime sector towards digitalization… investments in maritime applications Strong growth in investments in USDm
Slide 8: >80% of data generated on a modern ship runs through its automation & control system
>80% OF DATA GENERATED ON A MODERN SHIP RUNS THROUGH ITS AUTOMATION & CONTROL SYSTEM, WHERE KDI LEVERAGES KM’S UNIQUE POSITION Challenges Solution Lack of common data standards AUTOMATION & CONTROL SYSTEM All ships are unique ~80% of the data runs through its automation system which structures the d
Slide 9: KognifAI Maritime Ecosystem: customer and partner value offering
KOGNIFAI MARITIME ECOSYSTEM - An attractive value offering both to customers and partners Part of a rapidly growing ecosystem of customers Capture and aggregate holistic quality data from which enables more scalability of own their asset in a cost-efficient and secure way CUSTOMER VALUE OFFERING app
Slide 10: Demo Vessel Insight
Demo Vessel Insight WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 10
Slide 11: Kongsberg Dynamic Digital Twin
KONGSBERG DYNAMIC DIGITAL TWIN ▪ Digital twins in its simplest form visualize assets and/or processes in 3D and 2D ▪ … adding asset-related data to facilitate a single source for asset information and documentation ▪ … adding real-time data, combined with high fidelity physical models enables improv
Slide 12: Dynamic Digital Twins: key advantages
DYNAMIC DIGITAL TWINS Key advantages ▪ Visibility and insight across disciplines and value chains – improved organizational productivity ▪ Real time virtual monitoring and work safety ▪ Predictive diagnostics – early diagnoses of any developing faults – predicting possible failures and prevent downt
Slide 13: Demo Digital Twin
Placeholder Demo Digital Twin Shell/evt Oseberg H WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 13
Slide 14: Key differentiators
KEY DIFFERENTIATORS Global leading positions, combining existing high end technology with digital Technology frontrunner services. Large addressable market Maritime market: 40K vessels. Oil & gas investments in digitalization: USD 4.3 billion in 2025.1 >3X For maritime simulation, naval segment: USD
Slide 15: Key takeaways
KEY TAKEAWAYS Solid growth and strong market Open ecosystem for Leading player within positions maritime industry energy digitalization Scalable SaaS business model WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 15
Slide 16: 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