Proud ownership Aker ASA Status and Outlook Trond Brandsrud, CFO SEB Nordic Seminar 2014, Copenhagen
This is Aker As per 30.09.2013 (NOK BN) Industrial Holdings Financial Investments Aker Solutions1 40% 6.5 4.8 Cash Kvaerner1 41% 0.8 0.7 Receivables Det norske 50% 5.7 1.0 Real estate (receivables) Aker BioMarine 100% 1.8 0.1…
A portfolio of both listed and unlisted assets Unlisted listed unlisted SEB Nordic Seminar 2014 AKER ASA Status & Outlook
Positioned in attractive industry segments Seafood and Oil and gas Maritime assets Marine BioTech Deepwater and subsea U.S. Jones Act Krill SEB Nordic Seminar 2014 AKER ASA Status & Outlook
Aker ASA 50 percent of investments related to oil & gas sector per 3Q13 Other 8% Real estate Seafood & Marine BioTech 8% development 4% E&P 22% Cash 17% BNOK 27.6 Oil and gas related 50% Maritime assets 13% Oil services…
Aker ASA and holding companies Key financial indicators per 3Q13 Net asset value NOK billion 350 30 300 25 250 20 200 NAV NOK 22 bn 15 150 10 100 5 50 0 0 3Q 2012 4Q 2012 1Q 2013 2Q 2013 3Q 2013 Gross assets…
Akers dividend income 2009 2013 NOK million 800 850 700 600 Dividend income 500 461 400 2012 2013 2016 2020 Aker Solutions 300 Kvrner 175 191 Det norske 200 137 Ocean Yield 100 Aker BioMarine Havfisk 0 2009…
Aker: A reliable dividend stock 14 5 NOK per share 12 4 % of NAV 10 3 Dividend policy 8 6 The companys policy is to pay annual 2 dividends of 2-4 per cent of net asset 4 value (NAV), with the intention of 1 sustaining nominal…
Aker Industrial holdings SEB Nordic Seminar 2014 AKER ASA Status & Outlook
Aker Solutions Opportunities Ownership agenda Subsea factory - high system integration Subsea leadership Strong presence on the NCS High ROCE Promote operational excellence Challenges Streamline portfolio around growing Execution…
Det norske Opportunities Ownership agenda Ownership stake in Johan Sverdrup Secure financing for Johan Sverdrup Building operatorship experience and participate without dilution Highgrade portfolio Challenges Grow through focused…
Ocean Yield Opportunities Ownership agenda Cost-efficient operation, low WACC High revenue visibility Maintain high dividend yield Solid demand for ship leasing Grow and diversify portfolio through regular acquisitions Ensure…
Aker BioMarine Opportunities Ownership agenda High margin business Expand krill oil production capacity Strong global growth in krill oil Expand market for krill derived products Generate upstream cash flow for Aker Challenges…
Kvaerner Havfisk Ownership agenda Ownership agenda Restructure and focus the business Optimise portfolio of quotas & trawlers model Enhance profitability Maintain operational excellence Generate upstream cash flow to Aker Focus on…
Aker Financial investments SEB Nordic Seminar 2014 AKER ASA Status & Outlook
Fornebuporten Fund Investments Ownership agenda Ownership agenda Conclude marketing and sales Develop and maximise values Complete building constructions on Gradually reduce exposure through schedule and on budget exits /…
Conclusion Active and committed ownership Portfolio of investments in attractive growth segments Solid balance sheet and strong equity position Sustainable and increasing dividend with competitive yield Continue…
SEB Nordic Seminar 2014 AKER ASA Status & Outlook 18
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