Fugro Nv · EURONEXT:FUR
Fugro Nv — Investor Day (December 2022)
19 slides from Fugro Nv's investor day presentation, Dec 6, 2022
Slide 1: Value through Geo-Risk Management
Value through Geo-Risk Management Leonard Sands
Slide 2: We will likely spend more on infrastructure in the next 40 years
We will likely spend more on infrastructure in the next 40 years, than we have in the past 4,000 years. Future of Construction - Megaprojects Set to Explode to 24% of Global GDP Within a Decade – Thomas Frey et al. 2 Fugro Investor Deep Dive – 6 December 2022
Slide 3: Infrastructure market outlook
Infrastructure market outlook Significant large project opportunities Total construction services spend >450 large projects 2020-2030 131 86 608 561 126 517 478 442 405 114 €bn 2021 2022 2023 2024 2025 2026 Source : Globaldata 3 Fugro Investor Deep Dive – 6 December 2022
Slide 4: Key client questions: rail development & operation
Key client questions Rail development & operation What is the risk of an unstable slope? Will vegetation impact What is the optimal the rail operation? tunnel alignment? What is the condition of Will the ground limit the the blast? speed of the train?
Slide 5: Key client questions: coastal resilience
Key client questions Coastal resilience Does surface flooding present How will a 2m sea-level a risk to infrastructure? rise impact livelihoods? How are sea currents What is the optimal changing the seafloor? seawall design?
Slide 6: Market challenges
Market challenges Frequent Ageing Increasing Uncertainty project cost infrastructure societal demand from macro and time bottleneck on addressing and overruns climate change geopolitical environment
Slide 7: Large projects are the trend
Large projects are the trend The future is different average project cost overrun 30 % Accelerate project Reduce risk Meet scale Deliver value with schedules uncertainty and agility technologies average large project delay 40 % “the industry does poorly completing large projects on time, on budget,
Slide 8: Geo-risk management framework
Geo-risk management framework Providing services throughout the entire asset life cycle Uncertainty reduced & value increased Feasibility Planning Preliminary Design Detailed Design Construction Asset Operation Initial Site Screening Integrated Site Characterisation Design Calibration & Verification
Slide 9: Advanced technologies generating value
Geo-risk management framework Advanced technologies generating value Uncertainty reduced & value increased Reduce uncertainty Feasibility Preliminary Detailed Design Construction Asset Operation Reduce schedule Planning Design
Slide 10: Typical large asset projects
Typical large asset projects Diversity across all market segments Energy Infrastructure Water LNG plant Tunnels Flood barriers Hydrogen export/import Bridges Ports & harbors Hydroelectric generation Cities Coastal resilience Nuclear generation Rail Water management Storage reservoir
Slide 11: Market positioning
Market positioning Uniquely positioned to take on large asset projects dominated by small, local companies few companies offer differentiating solutions Large project sweet spot Fugro €424M 9% Large engineering firms 91% Companies >25 EUR million revenues Local Multi-regional Global and multiple ser
Slide 12: Fugro large project case study #1
Fugro large project case study #1 San Francisco seawall resiliency and climate adaption project Client challenges Solution value ▪ USD100B of assets at risk ▪ Confidence for decision making ▪ Economy from 24M people per year ▪ Early identification of project geo-risks ▪ Limited budget ▪ Budget achie
Slide 13: Client testimonial, Port of San Francisco
Fugro’s technical work and collaboration has been excellent overall. All of the staff have excellent attitudes as well, a real pleasure to work with everyone which is so important. Steven Reel Port Project Manager, Port of San Francisco, Embarcadero Seawall Program 13 Fugro Investor Deep Dive – 6 De
Slide 14: Fugro project case study #2
Fugro project case study #2 Stormwater drainage project geophysical and geotechnical investigations Client challenges Solution value ▪ Disruption from flooding ▪ Early insights for risk management ▪ Damage to infrastructure ▪ De-risk construction ▪ Impact to reputation ▪ Accelerate design schedule ▪
Slide 15: Fugro differentiating solution: SWANS 3D site screening
Fugro differentiating solution SWANS™ 3D site screening solution Early and accurate Geo-risk challenges insights ▪ Geology with poor stormwater infiltration ▪ Highly variable geology – construction risk ▪ Construction dewatering linked to sea Reduce design ▪ Cloud burst flood events uncertainty Acce
Slide 16: Client testimonial, Stantec, on SWANS technology
We used Fugro’s SWANS™ technology to carry out an initial 3D site screening of one of the biggest excavations. The results of the pilot study were very satisfactory and we are considering to use this technology for our future projects. Andres Pinto Regional Technical Lead Ground Engineering, Stantec
Slide 17: Future developments
Future developments ▪ Globalise site screening for large projects ▪ Work closely with international contractors and consultants ▪ Develop advanced technologies and intelligent solutions ▪ Deliver deeper insights to manage geo-risks
Slide 18: Key takeaways
Key takeaways Value through Geo-Risk Management Growth in complex Support industry Differentiating infrastructure through climate change solutions with development adaption advanced technology
Slide 19: Unlocking insights from Geo-data for a safe and liveable world
Unlocking insights from Geo-data for a safe and liveable world™ 19 investor deep dive December 2022