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Borr Drilling (BORR) investor relations material
Borr Drilling Pareto Securities' 32nd Annual Energy Conference Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pareto Securities' 32nd Annual Energy Conference Presentation summary10 Sep, 2025
Fleet and market position
Operates 24 modern jackup rigs with an average age of 8 years and market-leading utilization rates, achieving 85% contract coverage for 2025 at an average dayrate of $145k.
Maintains a balanced global presence with significant operations in the North Sea, Mexico, Africa, South America, Middle East, and Asia.
Recent contracts have increased 2026 coverage by 33 percentage points, with Mexico representing about 20% of available coverage.
Industry fundamentals remain strong, with a structurally tight supply and 30% of the global fleet beyond retirement age.
The newbuild orderbook is minimal, supporting a supply-constrained market environment.
Financial performance and outlook
Achieved strong quarter-on-quarter Adjusted EBITDA growth, reaching $133.2M in Q2 2025 and maintaining a margin of 49.8%.
Comfortable with 2025 Adjusted EBITDA consensus of approximately $470M.
Added $361M in backlog revenue year-to-date 2025, with an average new contract dayrate of $125k.
Illustrative scenarios at full fleet utilization show potential annual revenue of $1.18B–$1.58B and Adjusted EBITDA of $666M–$1.06B, depending on dayrates.
Pro forma liquidity stands at $425M post recent equity raise and RCF upsize, with annual debt amortization of $135M.
Strategic initiatives and risk management
Focused on strengthening the balance sheet and executing a long-term strategy.
Proactive deleveraging with a clear debt reduction profile through 2028.
Maintains flexibility to pursue dividends and share buybacks, subject to liquidity and debt covenants.
Actively manages risks related to market trends, customer demand, geopolitical events, and climate-related regulations.
Utilizes non-GAAP financial measures, primarily Adjusted EBITDA, to provide meaningful insight into operational performance.
Strategy for 2028 debt maturities
Drivers for 2026 Mexico contract outlook
Capitalize on aging fleet and no newbuilds
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Next Borr Drilling earnings date
Q3 20256 Nov, 2025
Next Borr Drilling earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Borr Drilling is a global operation providing drilling and well service support to the petroleum industry based in Norway and listed on Oslo Børs.
They have diverse drilling fleets working in domestic and international markets, supported by modern flexible marine operations and internationally recognised consultancy services
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