Kongsberg Gruppen Asa · OSL:KOG
Kongsberg Gruppen Asa — Q3 2025 Earnings Presentation
15 slides from Kongsberg Gruppen Asa's earnings presentation, Oct 30, 2025
Slide 1: KONGSBERG: Strategic separation for enhanced growth
KONGSBERG: Strategic separation for enhanced growth Creating two focused champions to capture the full opportunity: A world-class defence leader, and pure-play maritime expert positioned to ride the waves of the future 30 October 2025
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 Kongsberg Gruppen ASA (the "Company") or information currently available to the Company. Such forward-looki
Slide 3: Over time, KONGSBERG has grown and evolved into leading, autonomous entities
Over time, KONGSBERG has grown and evolved into leading, autonomous entities Maritime Defence & Aerospace Discovery Digital Revenues per business area1 (NOK) Security and sustainability shaping global priorities The world’s focus on resilient security and sustainable solutions creates strong tailwin
Slide 4: The separation carries strong strategic merits
The separation carries strong strategic merits Sharper strategic focus 01 The demerger will focus leadership capacity, and foster value creation in distinct markets driven by global megatrends Stronger execution power 02 Allows each entity to strengthen their approach, agility, and execution power w
Slide 5: The two separate shares are expected to commence trading in Q2 2026
The two separate shares are expected to commence trading in Q2 2026 • Transaction structure: The separation of Kongsberg Maritime from KONGSBERG will be carried out as a demerger, without any offering of shares • Receipt of shares: Shareholders of Kongsberg Gruppen ASA as of completion of the demerg
Slide 6: Defence & Aerospace, Discovery and Maritime
Defence & Aerospace Discovery Maritime About: About: • Serves national defence and security needs, adapting rapidly to new global security • Leads in maritime technology, offering integrated solutions for dynamics and leveraging commercial technologies for cost-effective, innovative emission reducti
Slide 7: Chapter 1: Kongsberg Maritime
Chapter 1: Kongsberg Maritime Leading supplier of products, services and integrated solutions to the global maritime industry
Slide 8: At a glance: Technology-driven integrator and systems provider to the maritime industry
At a glance Technology-driven integrator and systems provider to the maritime industry NOK 26.4bn Q3 2025 LTM revenues Technology powerhouse Strong systems portfolio Global reach NOK 3.4bn Q3 2025 LTM EBIT 200+ years of heritage >30,000 vessels with our solutions onboard ~8,000 employees Investing 7
Slide 9: Market backdrop supports substantial growth for KM driven by megatrends
Market backdrop supports substantial growth for KM driven by megatrends related to decarbonisation, digitalisation and security Uniquely positioned around global trends Favourable market indicators Decarbonisation will require more than fuel transition Fleet utilisation and cost-saving Orderbook-to-
Slide 10: Kongsberg Maritime offers a broad portfolio of solutions founded on unique domain knowledge
Kongsberg Maritime offers a broad portfolio of solutions founded on unique domain knowledge and advanced engineering Delivering the systems of tomorrow... ... tailored to the needs of today’s fleet Present across the value chain, combining advanced engineering with deep domain Integrating the next-g
Slide 11: Chapter 2: KONGSBERG
Chapter 2: KONGSBERG Premier supplier of defence and critical infrastructure solutions
Slide 12: At a glance: Protecting people and planet – from deep sea to space
At a glance Protecting people and planet – from deep sea to space NOK 28.1bn1 Q3 2025 LTM revenue (excl. JVs) NOK 4.0bn1 Q3 2025 LTM EBIT Technology powerhouse 200+ years A frontrunner in development of advanced technologies for defence, research, of heritage and commercial applications ~80 % sales
Slide 13: KONGSBERG's growth has outpaced the defence market over the past decade
KONGSBERG’s growth has outpaced the defence market over the past decade Backlog growth ~4.5× above global defence spending Proven partner in major defence markets KONGSBERG backlog development (NOKbn) vs. defence procurement in available countries (USDbn) 9.5x 2.1x 140 900 114,7 800 120 700 KONGSBER
Slide 14: KONGSBERG ideally positioned to capture long-term value in defence megatrend
KONGSBERG ideally positioned to capture long-term value in defence megatrend Leveraging megatrends World leading positions Rapid innovation Strike missiles Selected by 15 nations Quantum Crewed / uncrewed Inertial Air defence Technology platforms Navigation Most sold medium range air defence system
Slide 15: Unlocking long-term value creation
Unlocking long-term value creation See definition of APMs in Kongsberg Gruppen ASA’s quarterly report for 3Q 2025