Q4 2025 Oersted A/S Earnings Call Transcript

Feb 6, 2026 / 01:00 PM GMT

Release Date Price: $0.7

Transcript

Key Points

Positve

Orsted AS (DNNGY) exceeded its divestment program target, securing $46 billion in proceeds, surpassing the initial $35 billion goal.
The company maintained a strong operational performance with an EBITDA of 25.1 billion Danish kroner, in line with guidance.
Orsted AS (DNNGY) achieved significant milestones in its offshore wind construction portfolio, including the commissioning of Godwin 3 and first power at Borkum Riffgrund 3.
The company successfully completed a rights issue, reinforcing its capital structure and investment grade rating.
Orsted AS (DNNGY) reached its target of 99% renewable energy generation by 2025, marking a significant milestone in its green transformation.

Negative

The company faced challenges with lease suspension orders for its US offshore projects, Revolution Wind and Sunrise Wind, leading to legal proceedings.
Lower wind speeds throughout the year negatively impacted earnings, reducing them by approximately 1 billion Danish kroner compared to 2024.
The company recorded a net loss of 3.4 billion Danish kroner in Q4 2025, impacted by non-cash effects from the Hornsea 3 transaction and impairments.
Orsted AS (DNNGY) is undergoing a significant organizational restructuring, including a planned reduction of 2,000 positions by 2027.
The company faces uncertainties in the US market, impacting its ability to project finance before COD and affecting its strategic focus.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ORSTED.CO - Oersted A/S
Q4 2025 Oersted A/S Earnings Call
Feb 06, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to this Este Q4 2025 earnings call.

For the first part of this call, all participants will be in listen-only mode, and afterwards there will be a question-and-answer session.

You can register for questions at any time by pressing and one on your telephone.

For operator assistance, please press star and 0.

The conference must not be recorded for publication or broadcast.

Today's speakers are group President and CEO Rasmus Herbe and CFO Trent Wesley. Speakers, please begin.

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Unidentified_2 [2]
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