Arendals Fossekompani ASA · OSL:AFK
Arendals Fossekompani ASA — Investor Presentation (February 2026)
11 slides from Arendals Fossekompani ASA's investor presentation, Feb 13, 2026
Slide 1: Volue: Building the global leader in electrification software
Arendals Fossekompani Investor Meeting - Oslo 13.2.2026 Volue: Building the global leader in electrification software
Slide 2: Where do we want to go and why?
Where do we want to go and why? 2028: Driving Electrification in Europe and Japan 1 CUSTOMERS 2 PRODUCT Where: Global leader across all customer segments Where: AI-enabled Suite of Solutions Why: Power of network effect and same physics for everyone Why: One-stop shop for power operations Success Me
Slide 3: Volue is midway through a deep transformation into leading AI-enabled electrification software player
Volue is midway through a deep transformation from a technology conglomerate into the leading global AI-enabled electrification software player 2024-2025 From 2026 Pre-2024 Volue 1.0 Volue 2.0 Volue 3.0 A Multi-vertical technology B Electrification C AI-enabled conglomerate software leader suite-of-
Slide 4: We lead innovation in categories in which we play
We lead innovation in categories in which we play – and grow products through geographic expansion and growth plays Product Family (L1) Product and growth strategy ARR CAGR (’26-’30) • AI-enable weather forecasts Data & • Grow SAM through self-serve GTM and geo expansion ~25% Forecasts • Offer Bench
Slide 5: Executive leadership team who know what success looks like at scale
Executive leadership team who know what success looks like at scale 20XX Year joined Volue Executive Leadership Team 2026 2017 2025 2021 2022 2024 Stephan Sieber Arnstein Kjesbu1 Sebastian Törneman Kristin Wikstrom Jörg Lienhardt Martin Vieder CEO CFO CRO CHRO CTO COO & CTrO 2024 2026 2025 2026 2026
Slide 6: We play in an accelerating market growing 16-17%
We play in an accelerating market growing 16-17% – with all product families and geographies showing mid-teens+ growth Volue is selling into a market with robust growth, driven by increasing energy market complexity Core market growing 16-17% through to 2030… …driven by secular market changes Core S
Slide 7: Paradigm shift in complexity driven by supply and demand side factors
Paradigm shift in complexity is being driven by supply and demand side factors, increasing urgency of software adoption Drivers Response A B C D Demand disruption: Supply disruption: Power market New Market Electrification & AI Renewables & BESS growth liberalization Participants ▪ Europe expected t
Slide 8: Power operations have shifted from sequential to continuous process
Power operations have shifted from a sequential to a continuous process integrating technical and commercial operations Operations 1.0: Sequential & Static Operations 2.0: Continuous & Integrated Intermittent and Multi-market Data & decentralized and multi-geo Trading Generation Distribution Forecas
Slide 9: We address operators through the entire value chain
We address operators through the entire value chain Multinational Efficiency ~25% ~35 power End-to-end solutions composed of ARR logos companies best-in-category software products Regional power ~45% ~330 Stability Process automation ensuring stable companies of ARR logos production and grid operati
Slide 10: Volue is uniquely positioned to enable success of core-players in electrification
Volue is uniquely positioned to enable the success of core-players in electrification... Core Customers Core Segments Whitespace Segments Customers Investors Grid Operators Producers Traders Retailers AI Control Room Automation Adressable Bankable Consumption Market Operations Intelligence Models Da
Slide 11: ...and drive 4 integrated themes that will define long-term success
...and drive 4 integrated themes that will define the long-term success of electrification. Multi-Asset and Distributed AI Control Room Grid Connection & 1 2 3 4 Multi-Market Optimization Assets Suite Orchestration Insights Suite Customers Investors Grid Operators Producers Traders Retailers 3 AI C
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