Efter aflæggelse af Q2 regnskabet afholdt A.P. Møller-Mærsk ledelse med analytikerne deres investorpræsentation, som kan ses via dette link. Her har man mulighed for at høre Q&A med analytikerne efter ledelsens indledende præsentation.
APMM indleder præsentationen sådan:
Highlights for Q2 2021
Strong financial performance and continued solid progress on the global integrator strategy
• In the second quarter APMM delivered another record performance, driven both
by the exceptional market conditions in Ocean and solid execution on the
strategic transformation. It is the 12th consecutive quarter with year-on-year
earnings growth.
• Revenue grew by 58% to USD 14.2bn driven by Ocean with continued high freight
rates and strong demand combined with strong momentum both in Logistics &
Services and Terminals with revenue increase of 38% and 34%, respectively.
• EBITDA increased to USD 5.1bn reflecting a margin of 35.6% and EBIT increased
to USD 4.1bn reflecting a margin of 28.7%, mainly driven by Ocean, but also
strong earnings progress in Logistics & Services and Terminals.
• Net result for the first half-year was USD 6.5bn (USD 652m).
• Free cash flow increased to USD 3.2bn, driven by the significant increase in CFFO
related to the increase in profit and low CAPEX for the quarter, resulting in a
further deleveraging of the balance sheet.
• As announced on 2th of August the full-year guidance for 2021 has been revised
to an underlying EBITDA of between USD 18-19.5bn and an underlying EBIT of
between USD 14-15.5bn and free cash flow of minimum USD 11.5bn.
