Kongsberg Gruppen Asa · OSL:KOG
Kongsberg Gruppen Asa — Investor Presentation (November 2020)
17 slides from Kongsberg Gruppen Asa's investor presentation, Nov 12, 2020
Slide 1: Digitalizing the World's Industries
KONGSBERG DIGITAL DIGITALIZING THE WORLD’S INDUSTRIES 12/11/20 Hege Skryseth, President Kongsberg Digital & EVP KONGSBERG KONGSBERG PROPRIETARY: This document contains KONGSBERG information which is proprietary and confidential. Any disclosure, copying, distribution or use is prohibited if not other
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: Our business
Our business DIGITAL OCEAN DIGITAL ENERGY DIGITAL WELLS INDUSTRIAL AND COMMERCIAL PARTNERSHIPS KONGSBERG ECOSYSTEM Built in cyber security WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 3
Slide 4: Scalable market offering with open ecosystem
Scalable market offering with open ecosystem SaaS and recurring revenue business Kongsberg Digital apps 3rd party apps Customer owned apps ▪ 30K vessels install base ▪ 100 IOC assets with ▪ 20K users on ▪ 11K vessels with installed simulators Sitecom KONGSBERG ▪ Enterprise agreement ▪ 15K wells auto
Slide 5: Kongsberg Digital highlights
Kongsberg Digital highlights 2019 2020 ~800 MNOK Revenue 26% YoY growth Kongsberg Digital ~35% recurring revenue* Maritime ~37% recurring revenue* 95% external revenue Energy ~70% international ~35% recurring business 12% growth in ARR* revenue* *Rolling 12 months, Sep 19/20 WORLD CLASS – Through pe
Slide 6: Kongsberg Digital - ARR growth
Kongsberg Digital - ARR growth KDI ENERGY Target ARR EoP ARR 83% 58% 78% 70% 61% 51% 35% 2020 2021 2022 2023 2024 MARITIME 35% Target ARR EoP ARR 58% 86% 79% 64% 50% 37% 2020 2024 2020 2021 2022 2023 2024 * External revenue WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETAR
Slide 7: Key achievements 2020
Key achievements 2020 Strategic milestones and focus areas REAL-TIME SOFTWARE VESSEL INSIGHT AND SHELL CONTRACT CONTRACT DIGITAL TWINS KOGNITWIN GRID COACH PARTNERSHIPS ACQUISITION AUTOSHIP WITH KM K-SIM CONNECT WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Stat
Slide 8: Enterprise framework agreement Kognitwin Energy for Shell
Enterprise framework agreement Kognitwin Energy for Shell Our collaboration with Kongsberg Digital in developing digital twins brings in a new era of visually interacting with data and models at the asset, equipment and component level. Digital twins drive efficiency by enabling remote operations, a
Slide 9: Digital transformation is reshaping the Energy industry
Digital transformation is reshaping the Energy industry Digital transformation success is not just about rolling out technology it is about people and their ability to adapt to and adopt new technology. Carbon Autonomous Digital Footprint Operations Worker WORLD CLASS – Through people, technology an
Slide 10: Kognitwin Energy
Kognitwin Energy The working surface of the future Common Decreased Data driven Energy Remote organizational carbon footprint decisions management operations insight Operational Production Increased Autonomous Increased safety efficiency optimization automation operations WORLD CLASS – Through peopl
Slide 11: Nyhamna
Nyhamna WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 11
Slide 12: Digital transformation is reshaping the maritime industry
Digital transformation is reshaping the maritime industry Sustainability Autonomous New Decreasing and operations regulations margins emissions WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 12
Slide 13: Vessel Insight data infrastructure and ecosystem
Vessel Insight data infrastructure and ecosystem WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information
Slide 14: Vessel Insight demo
Vessel Insight demo BØR LAGE EN NY VIDEO – SE SCRIPT tekstfelt I BUNN WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information
Slide 15: Ensuring scalability for customers and vendors
Ensuring scalability for customers and vendors Maritime software landscape 2020 WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 15
Slide 16: Ambitions for Kongsberg Digital
Ambitions for Kongsberg Digital DIGITAL OCEAN DIGITAL ENERGY DIGITAL WELLS Targeting 10% of world fleet Targeting 15% of assets Market leader, upsell with applications ~ 3 bn revenue and 80 % SaaS in 2024 WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement o
Slide 17: Thank you
Thank you WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information
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