Slb Limited · NYSE:SLB
Slb — J.P. Morgan Energy, Power, Renewables & Mining Conference 2024
7 slides from Slb's conference presentation, Jun 17, 2024
Slide 1: Enhancing Margins and Leveraging Technology across Resilient Markets
Slide 2: Participants in the solicitation of proxies
SLB, ChampionX and certain of their respective directors and executive officers may be deemed to be participants in the solicitation of proxies in respect of the proposed transaction. Information about the directors and executive officers of SLB, including a description of their direct or indirect i
Slide 3: SLB outgrowing the market while expanding its margins
SLB outgrowing the market while expanding its margins SLB Adjusted + EBITDA $4.98 ——85%)—— $9.18 SLB Revenue 7 MM orex I Capex E&P Upstream Spending Th 2019 2020 2021 2022 a x 2025 2026 Sources: SLB Market Intelligence, S&P and Rystad Energy (Feb 2024); “Consensus for 2024 Mature, consolidated North
Slide 4: 2025 Adjusted EBITDA target on track
2025 Adjusted EBITDA target on track 2021 2022 2023 2024 2025 Assuming CHX clo Will be exceeded with Championx Increasing exposure to OPEX through production chemical technology and will be in addition to growing CAPEX Mature, consolidated North America favors production and downhole chemistry, Cham
Slide 5: Adjusted EBITDA margin and capex targets
2021 2023 Adjusted EBITDA Margin Mid-teens High-teens Capex % of Revenue Low single digit Low single digit
Slide 6: Elevating SLB margins through accretive Digital growth
Elevating SLB margins through accretive Digital Growth Q1 2024 Cloud, Al and Edge YoY Growth +32% +48% +68% +88% DELFI Users. Compute Hours Connected Assets Automated Drilling Digital Revenue Cloud, Al and Edge —_ . Digital and Integration Revenue Legacy 2021 2022 2023 2024 2025 1. 2021 to 2023 is a
Slide 7: Focusing on Margins and Returns
OOOO Focusing on Margins and Returns SLB is strongly positioned in key, resilient markets, such as gas in the Middle East and Asia, deepwater, exploration, and Digital, that continue to grow. We are on track to deliver our 2025 adjusted EBITDA target, and it will be exceeded by the addition of Champ
SLB — J.P. Morgan Energy, Power, Renewables & Mining Conference 2024 on 6ix