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DOF Group (DOFG) investor relations material

DOF Group CMD 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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CMD 2025 summary9 Sep, 2025

Strategic Highlights and Market Positioning

  • Maintains a differentiated market position as a global service provider, focusing on integrated services for the energy market and readiness for renewables.

  • Positioned just below Tier 1 players, facing limited competition and benefiting from direct negotiations and client encouragement to expand scope.

  • Operates globally with strong local content, enabling higher utilization and margins through fleet flexibility.

  • Strategy centers on sustainable finance, expanding conventional and renewable services, and maintaining a strong global/local presence.

  • Emphasis on talent development, diversity, and local workforce expansion across regions.

Regional Performance and Business Development

  • Brazil: Record backlog in 2025, 11 new 4-year Petrobras contracts, fleet expanding to 29 vessels by early 2026, and over $2 billion in backlog.

  • North America: Growing fleet and long-term contracts in Canada, Guyana, and the US, with a newbuild vessel for a 15-year contract in Canada from 2027.

  • Atlantic: Delivers integrated projects for major operators, with strong backlog and growth expected in 2026.

  • Guyana and Trinidad are growth areas, with Guyana providing multi-year activity and Trinidad focusing on gas and tiebacks.

  • Canada is at capacity for vessels but offers ongoing engineering and project opportunities.

Fleet Management and Contract Strategy

  • High-value assets concentrated in large pipe layers and 400-tonne crane vessels, with limited new builds and high utilization.

  • Ongoing divestment of lower-spec and non-core vessels, with reinvestment in subsea equipment and high-grade fleet.

  • Medium CSV segment is sold out, requiring chartering of additional vessels to meet demand.

  • Flexibility in contract execution, especially in Brazil, allows for optimal vessel allocation between long-term and spot markets.

  • Ongoing focus on workforce development and retention as a key enabler for project delivery and client trust.

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Q3 20255 Nov, 2025
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Frequently asked questions

DOF is a leading global provider of vessel-based subsea construction and installation services to the oil and gas industry. DOF was founded in 1981 as a global shipbroking and supply company.

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