Q4 2025 Aker Solutions ASA Earnings Call Transcript
Key Points
- Aker Solutions ASA (AKRTF) reported record high revenues of NOK63.2 billion for 2025, marking a 19% increase from 2024.
- The company achieved an EBITDA margin of 8.4% for the full year, demonstrating strong financial performance.
- Aker Solutions ASA (AKRTF) has a robust net cash position of NOK3.7 billion, supported by strong cash generation and dividends from SLB OneSubsea.
- The company has secured a significant order backlog of NOK65 billion, providing good visibility for future activity levels.
- Aker Solutions ASA (AKRTF) announced a proposed dividend increase to NOK3.6 per share for 2025, up from NOK3.3 per share in 2024, reflecting confidence in its financial stability.
- Aker Solutions ASA (AKRTF) expects revenues to decline from peak levels in 2025, indicating potential challenges in maintaining current growth rates.
- The company has taken provisions for restructuring costs of NOK194 million related to capacity adjustments, which could impact short-term profitability.
- Net income from SLB OneSubsea was affected by one-off costs related to integration and restructuring, resulting in lower-than-expected contributions.
- Legacy lump-sum projects continue to be a drag on margins, with ongoing commercial discussions needed to resolve these issues.
- The company anticipates a decrease in activity levels for 2026, with forecasted revenues between NOK45 billion and NOK50 billion, down from 2025 levels.
Good morning, and welcome to Aker Solutions presentation of our fourth quarter and full year results. My name is Preben Orbeck, and I'm the Head of Investor Relations. With me today is our CEO, Kjetel Digre; and our CFO, Idar Eikrem. They will take you through the main developments of the quarter and the full year. After the presentation, we have time for questions.
Those of you who are following the webcast can submit your questions via the online platform.
And with that, I leave the floor to Kjetel Digre.
Thank you, Preben, and welcome to everyone tuning in.
As usual, let me start the presentation with the main messages for today. First and foremost, I'm once again pleased to report that we continue to deliver solid financial results in a period of high activity. Our fourth quarter revenues were NOK16.7 billion, which takes our full year revenues to more than NOK63 billion, the highest in Aker
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