Key investment highlights
Why invest
We are the world’s leading Geo-data specialist. Over the past years, we have transitioned into a resilient, highly diversified company with significantly improved results. We have created a solid foundation for future growth and we are ready to capture the exciting opportunities in our markets. The increasing need for Geo-data insights in the energy, infrastructure and water markets leads to significant opportunities. We are well positioned to take advantage of the energy transition, massive infrastructure investments and climate change adaptation. With a market cap of EUR 1.8 billion (November 2023), we are listed on Euronext Amsterdam, and included in the Dutch midcap index AMX.
01
Global Geo-data leader taking advantage of the energy transition, massive infrastructure investments and urgently needed climate change adaptation
Global developments, such as population growth, urbanisation and global warming, are driving big societal challenges. We turn data on (sub)surface conditions into practical insights for our clients. We take advantage of the energy transition, massive infrastructure investments and urgently needed climate change adaptation. With our market leading positions, we are #1 or #2 in all the key services that we provide.
02
Unique value proposition for clients: offering project critical Geo-data insights from digital twins of Earth with map, model and monitor solutions
We have been supporting clients across the globe for over six decades by offering project critical Geo-data insights from digital twins of Earth with map, model and monitor solutions. These solutions allow for safe and efficient design, construction and maintenance of assets. They also give insights into the natural environment, in line with our purpose to help create a safe and liveable world.
03
Highly skilled people and market-agnostic assets are key competitive differentiators
These are key competitive differentiators. Our success is determined by the strength of our 10,000 employees from over 100 nationalities. Their skills, experience and specialist knowledge are key for our ability to offer the best quality of work and services. And we are able to seamlessly deploy the same vessels, people and solutions across multiple markets, which makes us very flexible.
04
Resilient company with highly diversified markets and client base
We have become a resilient organisation with a diversified market exposure by capitalising on the strong demand for our offshore wind solutions. Our results have strongly improved, and we have strengthened our balance sheet. And we have a highly diversified, long-standing client base. Only around 15 clients represent 1% or more of total revenues each. We serve various client groups, such as energy companies, governments, construction & installation contractors and design & engineering companies.
05
Innovative, scalable technology and digitalisation drive advanced, best-in-class operations
We are leveraging technology developments in the field of robotics, remote operations, analytics and digital delivery, to offer safer, faster, more efficient and higher quality services to our clients. With lightly-crewed and uncrewed vessels, more modular assets and sensors, we support our customers in their own digitalisation evolution. We provide real-time insights via client portals and digital twins of assets.
06
Efficient asset management model with disciplined capital allocation and clear strategy towards low carbon solutions
We generate around 40% of revenue with asset-light businesses and around 60% from more asset-intensive business. For the latter we will continue to invest in a lower emission fleet with sufficient capacity for future demand. Our capital allocation framework is based on 3 principles: invest for sustainable growth, maintain a strong balance sheet, and provide attractive returns to our shareholders.
07
Value creation strategy focused on growth and shareholder returns
There is a growing need for Geo-data insights in the world and as market leader we are well positioned to benefit from this and create value for all stakeholders. We will make balanced and considered investments in the current and future businesses to achieve our strategic objectives. We also target attractive stakeholders and intend to pay annual dividend with a pay-out policy of 25-45% of net result.
Contact us
Get in touch with Investor relations
Catrien van Buttingha Wichers
Director Investor Relations
Our commitment to sustainability
We have a sustainability-linked financing framework in place