{ "docId": "019de075-5f5e-74aa-8ded-eef02b3e0824", "docSlug": "7b143a7b2decb2a2ff8cfb9d0edf2e9a", "documentTitle": "Maersk | Results Presentation Deck | 42 slides", "authorId": "maersk", "authorName": "Maersk", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-07-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.4138439, "pageNumber": 6, "pageCount": 42, "prevPage": 5, "nextPage": 7, "slideType": "key_messages", "function": "summarize", "density": "overcrowded", "nDataPoints": 8, "notes": "The slide provides a high-level narrative update on corporate strategy, capital allocation, and divisional performance.", "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de075-5f5e-74aa-8ded-eef02b3e0824/6", "deckHref": "/decks/019de075-5f5e-74aa-8ded-eef02b3e0824", "deckJsonHref": "/decks/019de075-5f5e-74aa-8ded-eef02b3e0824.json", "deckAnchorHref": "/decks/019de075-5f5e-74aa-8ded-eef02b3e0824#slide-6", "components": [ { "bbox": { "h": 0.1, "w": 0.3, "x": 0.35, "y": 0.72 }, "kind": "paragraph", "text": "The Group seeks to supplement organic growth with value enhancing acquisitions. The Group's ambition is to increase the nominal dividend per share over time, supported by underlying earnings growth.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "01ed00ff-16e8-4e23-ad6c-9b247274701e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.35, "y": 0.27 }, "kind": "paragraph", "text": "We reiterate our strategic direction of targeting profitable growth through business optimisation, cost reduction and a strong customer focus to maintain top-quartile performance with a ROIC above 10% over the cycle in all business units.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0bda270f-f715-47d1-9d87-8269568e33ed", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.35, "y": 0.45 }, "kind": "paragraph", "text": "The Group is executing on specific cost and efficiency programmes in all business units in order to improve profitability in the more challenging environment.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "31747337-be4b-4d73-885b-6d1a7e7fdf6b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.35, "y": 0.58 }, "kind": "paragraph", "text": "The Group is focused on developing its world class businesses and exiting businesses that do not support the future strategy. The most significant divestment being the 18.4% ownership share in Danske Bank.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7a95aed8-f9a0-4e2a-8c83-6b5ec32db44c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.67, "y": 0.45 }, "kind": "paragraph", "text": "Maersk Oil is executing on reducing operating expenses by 20% compared to 2014 towards end-2016 in response to the lower oil price.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "96d0d2ee-299f-402f-b412-7f8f259c4def", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.35, "y": 0.1 }, "kind": "paragraph", "text": "The Group is delivering on its financial ambition of above 10% ROIC over the cycle with a ROIC creation of 12.0% in the first six months of 2015 and 14.3% for the same period in 2014.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "bb43e5b3-19ae-468e-8e9b-2c6c5dc09935", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.67, "y": 0.1 }, "kind": "paragraph", "text": "DKK 6.8bn (equal to approximately USD 1bn) within the coming 12 months. Maersk Line continues to improve its competitiveness through cost leadership. Maersk Line maintains its medium term ambition of an EBIT margin gap to peers of more than 5% points.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f3deab7c-991f-4163-a7d0-9faac95e4280", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.67, "y": 0.75 }, "kind": "paragraph", "text": "Maersk Drilling has successfully implemented seven of eight rigs in the newbuild programme with high uptime and good safety performance, but will be challenged by adverse market conditions.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f74f0f68-8629-4f95-a81b-6be936c478dc", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.67, "y": 0.62 }, "kind": "paragraph", "text": "APM Terminals will continue to build on its track record for delivering double-digit returns based on disciplined investments in terminals and other port infrastructure.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "fa7bd6a2-df4a-4567-9ff3-a03e626c902e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.03, "y": 0.27 }, "kind": "title", "text": "The Maersk Group is executing on the strategy to become a premium conglomerate based on top-quartile performance in all our business units.", "attrs": null, "subkind": "action-title", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4ecb0bf2-1ca5-407b-a5b2-ce769af1c760", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "GROUP STRATEGY UPDATE", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "bac56da7-b361-486c-85ac-aa50e22e71fb", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 25, "from": 6, "beatId": "47040d82-ed9b-4083-ba97-6cac7e895220", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Solution", "beatSlug": "sequoia-pitch-solution", "evidence": "The document presents key messages, executive summaries, and KPI overviews", "position": 2, "confidence": 0.7, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "loops": [ { "to": 9, "from": 3, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "fc743eb4-1d68-4635-a0ce-a20484a47450", "evidence": "The document presents the group's performance and guidance", "position": 0, "objective": "Highlight the importance of the group's strategy", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }