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MODEC (6269) investor relations material
MODEC Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Aug, 2025
Executive summary
Revenue for 1H 2025 reached $2,074MM, up 10% year-over-year, achieving 56% of FY2025 guidance.
Net income was $145MM, a 17% increase compared to 1H 2024, at 53% of annual guidance.
Orders received surged 1327.5% year-over-year to $5,042.8M, driven by major FPSO contracts for Brazil's Gato do Mato field.
Total backlog rose to $25.5B, up 16% from FYE2024, driven by new contract awards.
Operating performance was solid and in line with expectations, with steady O&M and charter earnings.
Financial highlights
EPCI revenues increased due to Raia and new projects (Gato do Mato, Hammerhead), offsetting declines from mature projects.
O&M revenues grew, reflecting higher West African operations and stable Brazilian performance.
Gross profits for EPCI/O&M were nearly flat year-over-year, as higher EPCI profits offset lower O&M earnings.
Charter earnings remained predictable and stable under long-term contracts, with five new FPSOs entering charter phase in the past three years.
Cash and deposits reached $1.5B, with net debt at negative $1.07B as of 1H 2025.
Outlook and guidance
FY2025 guidance: revenue forecast at $3.7B, operating income $410MM, net income $270MM.
Annual dividend projected to increase to 120 JPY per share, up from 80 JPY.
Profit before tax expected at $420MM, with EPS of $3.95.
Explain the increase in order backlog.
Why did operating profit decrease?
Detail the nature of 'Other expenses'.
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Frequently asked questions
MODEC Inc. specializes in the engineering, procurement, construction, and operation of floating production systems, primarily for the offshore oil and gas industry. The company's main products and services include Floating Production Storage and Offloading (FPSO) vessels, Floating Storage and Offloading (FSO) units, and Tension Leg Platforms (TLP). MODEC provides comprehensive solutions from initial concept design through to construction, installation, and operation. The company serves major oil companies worldwide, delivering advanced technologies to enhance offshore production efficiency and safety. The company is headquartered in Tokyo, Japan, and its shares are listed on the TYO.
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