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Akastor (AKAST) investor relations material
Akastor Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary10 Jul, 2025
Executive summary
Announced and approved a cash dividend of NOK 0.35 per share, the first ever, reflecting strong cash flow and commitment to capital returns.
Maintained a robust net cash position and no corporate debt, enabling flexibility for future transactions.
Portfolio includes nine investments with four liquid listed holdings; significant divestment in Odfjell Drilling generated over NOK 100 million.
HMH and AKOFS Offshore delivered stable earnings despite a softer rig market; all DDW Offshore vessels now on contract.
Productivity and cost-efficiency initiatives began yielding results.
Financial highlights
Adjusted EBITDA of USD 36 million with a 17.7% margin for the quarter; down 14% year on year but up 10% sequentially.
Revenue of USD 203 million, down 2% year on year, up 3% quarter on quarter, mainly due to lower spares volume but offset by growth in projects and aftermarket services.
Orders at USD 173 million, down 4% year on year and 13% quarter on quarter; unlevered free cash flow negative USD 10 million due to timing of incentive payments and project phasing.
Net cash position increased to NOK 145 million at quarter end; liquidity reserve of NOK 704 million including undrawn facilities.
H1 2025 revenues NOK 155 million, EBITDA NOK 12 million, net loss NOK 218 million due to absence of prior year arbitration gain.
Outlook and guidance
Short-term outlook for drilling market remains cautious due to macro uncertainty, but long-term sentiment is positive with strong contract visibility into 2026–2027.
Focus on maximizing fleet utilization, operational efficiency, and enabling liquidity for portfolio holdings.
Continued strategy to realize assets and return capital to shareholders; NES Farecroft considered exit-ready.
HMH continues to update S1 filing for potential future listing, timing dependent on market conditions.
AKOFS Offshore backlog and contract renewals provide earnings visibility from 2026 onwards.
Assess DDW Offshore's fleet utilization strategy.
Explain Akastor's risk mitigation for portfolio firms.
What drove HMH's aftermarket services revenue increase?
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Q3 202530 Oct, 2025
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Frequently asked questions
Akastor is an investment company focused on industrial and oilfield services. The company owns and operates businesses in drilling systems, subsea technologies, and engineering services, primarily serving the global oil and gas industry. It manages its portfolio with a focus on value creation and strategic partnerships. The company is headquartered in Lysaker, Norway, and its shares are listed on the OSE.
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