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FY 2014 Results – Bumi Armada Berhad

Bumi Armada Berhad · Feb 26, 2015 · 18 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. FY 2014 Results – Bumi Armada Berhad – slide 1
    FY 2014 Results 26 February 2015 Knots Ahead of the Rest
  2. FY 2014 Results – Bumi Armada Berhad – slide 2
    Industry Overview Brent WTI BRENT AND WTI PRICE JAN 2013 TO End-DEC 2014 3
  3. FY 2014 Results – Bumi Armada Berhad – slide 3
    Industry Overview Lower Capex and Cost Rationalisation Across the Industry 4
  4. FY 2014 Results – Bumi Armada Berhad – slide 4
    Cuts across the industry Company Job Cuts Capex cuts Company Old FMC 2,000 Capex New Capex Total Cut Percentage Halliburton 6,000 Statoil 20 bil 18 bil 2 bil 10% NNPC 13.5 bil 8.1 bil 5.4 bil 40% Baker Hughes 7,000 Pemex 8.3 bil MH…
  5. FY 2014 Results – Bumi Armada Berhad – slide 5
    FY 2014 Financials Knots Ahead of the Rest
  6. FY 2014 Results – Bumi Armada Berhad – slide 6
    Key takeaways FY Net Profit shed 49.3% from RM431.2 mil in 2013 to RM218.7 mil in 2014. Q4 Net Profit decreased 148.7% from RM108.1 mil in Q3 to a loss of RM52.6 mil. Q4 EBITDA decreased 51.0% from RM267.5 mil to RM131.1 mil. FY…
  7. FY 2014 Results – Bumi Armada Berhad – slide 7
    Results Overview Q4 2014 vs. Q3 2014 (in RMmil) Revenue Net Profit/(Loss)* EBITDA +10.3% 701.8 108.1 267.5 636.5 -51.0% -148.7% 131.1 Q3 2014 Q4 2014 Q3 2014 Q4 2014 Q3 2014 Q4 2014 (52.6) Higher revenue from:…
  8. FY 2014 Results – Bumi Armada Berhad – slide 8
    Q414 PAT Clarification No contribution was recorded from the Madura FPSO in Q414 9
  9. FY 2014 Results – Bumi Armada Berhad – slide 9
    Results Overview FY 2014 vs. FY 2013 (in RMmil) Revenue EBITDA Net Profit* +15.6% 2,397.3 -11.0% 431.2 2,073.0 994.2 -49.3% 884.4 218.7 FY 2013 FY 2014 FY 2013 FY 2014 FY 2013 FY 2014 Higher revenue from: FPSO…
  10. FY 2014 Results – Bumi Armada Berhad – slide 10
    FY2014 PAT Clarification No contribution was recorded from the Madura FPSO in 2014 11
  11. FY 2014 Results – Bumi Armada Berhad – slide 11
    Revenue composition by business units Q4 2014 vs. Q3 2014 (in RMmil) Performance in established segments driven by the underlying activities FPSO OSV +20.7% 285.5 182.3 236.5 163.1 +11.8% Q3 2014 Q4 2014 Q3 2014 Q4 2014 Higher…
  12. FY 2014 Results – Bumi Armada Berhad – slide 12
    Revenue composition by business units FY 2014 vs. FY 2013 (in RMmil) Performance in established segments driven by the underlying activities FPSO 949.1 OSV +20.5% 787.6 636.8 +2.8% 654.6 FY 2013 FY 2014 FY 2013 FY 2014 New…
  13. FY 2014 Results – Bumi Armada Berhad – slide 13
    Revenue composition by geographical % Malaysia based international company continued expansion across key regions FY 2013 FY 2014 4% 14% 4% 13% 24% 29% 53% 59%
  14. FY 2014 Results – Bumi Armada Berhad – slide 14
    Leverage and capitalisation Financial capacity intact to undertake more projects with rights issue completed Net Debt / EBITDA(1) Gearing ratio(2) 5.1x 4.9x 4.8x 4.5x 4.0x 4.3x 4.4x 4.0x 3.9x 4.0x 3.5x 3.4x 3.2x 3.3x…
  15. FY 2014 Results – Bumi Armada Berhad – slide 15
    Order book as at 31 December 2014 Quality firm backlog increases to RM24.5 bn (Q3: RM21.8 bn) As at 31 December 2014, the Groups order book stood at RM24.5 bn compared to RM21.8 bn as at 30 September 2014. Upon expiration of the firm…
  16. FY 2014 Results – Bumi Armada Berhad – slide 16
    The Outlook Knots Ahead of the Rest
  17. FY 2014 Results – Bumi Armada Berhad – slide 17
    Outlook Projected & Actual U.S. Oil Production Oil prices remain weak and the O&G industry remains under pressure. 2015 is expected to be a challenging year in light of the capex reductions being made by the E&P…
  18. FY 2014 Results – Bumi Armada Berhad – slide 18
    Thank You Knots Ahead of the Rest

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