Kongsberg Gruppen Asa · OSL:KOG
Kongsberg Gruppen Asa — Kongsberg — Investor Day (June 2022)
23 slides from Kongsberg Gruppen Asa's investor day presentation, Jun 2, 2022
Slide 1: CMD 2022
CMD 2022 02/06/2022 Geir Håøy, President & CEO KONGSBERG 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. Any authorised
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: KDI is digitalizing the world's industries for a better tomorrow
KDI is digitalizing the world’s industries for A BETTER TOMORROW - for people, businesses and society Global leader in Automating Reimagine how Advancing the path Best-in-class energy, maritime the world’s our people work towards net zero technology and renewables industries emissions stack WORLD CL
Slide 4: Solving complex problems across value chain in asset-heavy industries
Solving complex problems across value chain in asset-heavy industries WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 4
Slide 5: 2025 targets
2025 targets Next-gen digital solutions to drive growth Capitalise on two globally leading technologies to reach 2025E targets NOKm # of Digital Twins ⁓2,800 ⁓2,700 Revenue ARR Kognitwin Vessel Insight ⁓110 Established business Equivalent to ⁓5% of O&G Kognitwin upstream and Next-gen solution downst
Slide 6: CMD 2022 - Andreas Jagtøyen, EVP Digital Ocean
CMD 2022 02/06/2022 Andreas Jagtøyen, EVP Digital Ocean 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. Any authorised r
Slide 7: Delivering the industrial work surface in a scalable ecosystem
Delivering the industrial work surface in a scalable ecosystem WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information 7
Slide 8: Key highlights Introduction to Digital Ocean
Key highlights Introduction to Digital Ocean Next-gen Share of total revenue, 2021 Ecosystem aiming to optimise the operation of ships by providing a vessel-to-cloud data Vessel Insight infrastructure that captures and aggregates quality data in a cost-efficient and secure way SaaS solution for full
Slide 9: The Maritime Digital Transformation & Our Journey
The Maritime Digital Transformation & Our Journey WORLD CLASS – Through people, technology and dedication KONGSBERG PROPRIETARY - See Statement of Proprietary information
Slide 10: Main Market Trends & Impact on Digital Ocean
Main Market Trends & Impact on Digital Ocean We observe 3 main trends in the market... Increasing digital maturity & demand in several segments drives fleet rollout Continous focus on main drivers (e.g. fuel & emissions) in the market supports rollout of our application & ecosystem portfolio Increas
Slide 11: We signed fleet agreements across all relevant high- & low-end segments
We signed fleet agreements across all relevant high- & low-end segments Digitalization of high-end segments expected to drive adoption Vessel Insight Tiers & Fleet Agreements Current status of maritime digitalization (illustrative) Total Addressable Market ⁓ 64,000 vessels (YE 2022) Vessel Insight C
Slide 12: Our application & ecosystem portfolio helps to solve the major challenges
Our application & ecosystem portfolio helps to solve the 4 major challenges Short Term Focus VESSEL & FLEET VOYAGE PLANNING CONDITION MONITORING COMPLIANCE & PERFORMANCE & OPTIMISATION & ASSET MANAGEMENT SUPPLY CHAIN INTEGRATION KDI & KM Applications Ecosystem & Marketplace + + Vessel Coach K- LNG Q
Slide 13: Early signs that market enters growth phase driving sales traction & pipeline
Early signs that market enters growth phase driving sales traction & pipeline Significant increase in contracted vessels and high untapped sales potential Key Takeaways ⁓1,500 ⁓5,900 ⁓2,600 Significant growth in signed contracts in first 4 months 2022 (from ⁓ 1,000 to ⁓ 1,700 vessels) ⁓2,600 Rapid i
Slide 14: Summary & Focus areas going forward
Summary & Focus areas going forward Continue rolling out Vessel Insight Targeting VI ready vessels and upselling to current customers entire fleet Expanding the open ecosystem Enabling the industrial work surface for the maritime industry Move customers to higher tier levels Provides access to more
Slide 15: CMD 2022 - Shane McArdle, EVP Digital Energy
CMD 2022 02/06/2022 Shane McArdle, EVP Digital Energy 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. Any authorised rep
Slide 16: Key highlights Digital Energy
Key highlights Digital Energy Share of total revenue, 2021 Worksurface The Industrial Worksurface Kognitwin Digital Twin Provides an end-to-end experience with your industrial data, operations and a place to execute your work NOK845m 31% Powered by + + 2025E targets Advanced process simulator for NO
Slide 17: Main Market Trends in Digital Energy
Main Market Trends in Digital Energy We observe 3 main trends in the market Increasing digital maturity & demand in the energy sector drives asset traction for Kognitwin Continuous focus on energy transition, operational efficiency & digital workforce in the market supports rollout of our solutions
Slide 18: Industrial Worksurface
Industrial Worksurface Digital Twin will drive asset transformation & competitiveness Target business Kognitwin delivers future asset capabilities and shapes the future of work for individuals and industries Value from 1 Asset impact Operations Maintenance Supply Chain o Data Ingestion Management of
Slide 19: Hybrid analytics creating the path towards industrial autonomy
Hybrid analytics creating the path towards industrial autonomy Digital Twin Today Closed-Loop Automation Increasing Level of Automation People & Process (North Star) Advance Work Process Automation Fully Autonomous (Process Control + Work Processes) Closed-Loop Control ▪ Simplified Business Processe
Slide 20: Secure scalable business model with low threshold to adopt solutions
Secure scalable business model with low threshold to adopt solutions Low threshold to adopt Easy to Deploy Streamlined SaaS revenue model scaling on assets, users and applications Market Adoption Time to value Platform Users Apps Trust & Add-on apps relationship 8-10 more expensive weeks SaaS SaaS S
Slide 21: Total addressable market in multiple adjacent industry verticals
Total addressable market in multiple adjacent industry verticals Digital Twin TAM, USDbn Process and manufacturing Traditional energy Process & manufacturing (focus)(3) Carefully expanding Chemicals, a core sub-segment, Other(2) Renewable energy Process & manufacturing (other)(4) representing a ⁓USD
Slide 22: The future of energy systems is integration
The future of energy systems is integration Licence to operate Capital investments into greenfield projects of the future will require a carbon neutral approach Expanding the energy system Integrating technology solutions with assets such as hydrogen, CCS(1), wind, and microgrids is likely to be one
Slide 23: KONGSBERG PROPRIETARY - See Statement of Proprietary information
KONGSBERG PROPRIETARY - See Statement of Proprietary information