Integrated Wind Solutions Asa · DUS:9UG1
Integrated Wind Solutions Asa — Investor Presentation (January 2025)
24 slides from Integrated Wind Solutions Asa's investor presentation, Jan 22, 2025
Slide 1: Company Presentation
Company Presentation January 2025
Slide 2: Disclaimer of important information
Disclaimer of important information THIS PRESENTATION IS NOT FOR PUBLICATION NOR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, AUSTRALIA, NEW ZEALAND, CANADA, THE HONG KONG SPECIAL ADMINISTRATIVE REGION OF THE PEOPLE’S REPUBLIC OF CHINA OR JAPAN OR ANY OTHE
Slide 3: Disclaimer of important information (2)
Disclaimer of important information (2) This Presentation is intended to present background information on the Company and its business and is not intended to provide complete disclosure upon which an investment decision could be made. Any decision to invest in the Company's securities must be made
Slide 4: Today's presenters
Today's presenters Lars Henrik Roren, CEO Marius Magelie, Group CFO 30 years of experience from the investment banking and asset management industry with a particular focus on energy markets. Several senior positions, latest as Head of Equities in Formue AS, Head of Equity Capital Markets and Head o
Slide 5: Uplisting | Euronext Growth Oslo to Euronext Oslo Børs
Uplisting | Euronext Growth Oslo to Euronext Oslo Børs 5 For all details, the Prospectus dated 15.01.2025 is the leading document.
Slide 6: IWS | A fully integrated offshore wind solutions provider
IWS | A fully integrated offshore wind solutions provider 1) Clarksons 6 2) 49% ownership
Slide 7: IWS | A fully integrated offshore wind solutions provider
IWS | A fully integrated offshore wind solutions provider Integrated Services Operations & Asset Management 25.38% 74.62% 100% 49% 75% 100% 7 Company structure as of 31.12.2024
Slide 8: Highlights | A transformative year
Highlights | A transformative year IWS Skywalker delivery Signed charter contract Contract Start Contract Start Signed new loan facility IWS Starwalker delivery ‘ 4 Q4 Q1 Q1 Q1 Q2 Q2 Q3 Q3 Q3 Q4 Q4 ‘ Q1 Signed frame agreement IWS Windwalker delivery Strategic partner in IWS Fleet IWS Seawalker deliv
Slide 9: Sumitomo Corporation | IWS Fleet strategic partnership
Sumitomo Corporation | IWS Fleet strategic partnership 25.38% 74.62% 9 1) As of 29 May 2024, JPY/USD = 0.006355
Slide 10: Expected strong growth in CSOV demand
Expected strong growth in CSOV demand 4 10 1) Source: Clarksons
Slide 11: IWS Fleet | Favourable yard prices → attractive cash flow yields
IWS Fleet | Favourable yard prices → attractive cash flow yields Newbuilding yard prices1 (EUR million) ► Attractive free equity cash flow yields2 ’ 4 improves free cash flow yield in a rising market. ’ six CSOVs ordered at an attractive average fixed yard price of EUR 48m per vessel, which includes
Slide 12: IWS Fleet | Strong revenue backlog to tier 1 clients
IWS Fleet | Strong revenue backlog1 to tier 1 clients 4 4 4 4 1) As of 30 September 2024. Project startup based on management estimates, gross victualling income of EUR 5,000 per day and zero inflation adjustments. 12 2) Charter contract with Asso.subsea Single Member S.A. terminated in November aga
Slide 13: IWS Skywalker Class | Overview
IWS Skywalker Class | Overview 4 4 4 4 4 4 13
Slide 14: IWS Skywalker class | Vessel overview
IWS Skywalker class | Vessel overview 1 2 3 IWS Skywalker IWS Windwalker IWS Seawalker Operating at Dogger Bank Operating for Siemens Gamesa Operating at Dogger Bank 4 5 6 IWS Starwalker IWS Moonwalker IWS Sunwalker En route to Denmark Started commissioning Launched 14 Source: IWS Fleet
Slide 15: IWS Skywalker and IWS Seawalker | The North Sea
IWS Skywalker and IWS Seawalker | The North Sea
Slide 16: IWS Skywalker and IWS Seawalker | The North Sea
IWS 16 Skywalker and IWS Seawalker | The North Sea
Slide 17: Skywalker Class | Galley and Lounge
Skywalker Class | Galley and Lounge 17 Photos from IWS Skywalker
Slide 18: Skywalker Class | Dining facilities
Skywalker Class | Dining facilities 18 Photos from IWS Skywalker
Slide 19: Skywalker Class | Recreational facilities
Skywalker Class | Recreational facilities 19 Photos from IWS Skywalker
Slide 20: IWS Services | several service offerings
IWS Services | “ - ” several service offerings 1 2 3 The portfolio IWS Fleet & IWS IWS Services as companies as stand- Services as a full bundled services alone services service offering Service Co 3 Service Co 3 Service Co 4 Service Co 4 … … 1) O&M = Operation & Maintenance 20 2) IWS Services owns
Slide 21: PEAK Wind | Renewable energy specialist delivering advisory, intelligence and asset management services
PEAK Wind | Renewable energy specialist delivering advisory, intelligence and asset management services At a glance Main business areas 1) 2) 32+ Countries PW delivers offshore 12 offices wind advisory to 20+ GW offshore & onshore wind, 10 countries PV assets using PW advisory 2.1+ GW under asset ma
Slide 22: Q3 2024 | Strong revenue growth and 64% equity ratio
Q3 2024 | Strong revenue growth and 64% equity ratio 4 4 Equity ratio of 64% 4 22
Slide 23: Outlook
Outlook 4 Photo: Tom Collins 23
Slide 24: Investor relations contact
Investor relations contact: Marius Magelie, Group CFO +47 920 27 419 Ticker: IWS iws@integratedwind.com integratedwind.com
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