Cargotec Investor Presentation
Market
environment
Number of containers handled
back on growth track
Q4 container throughput +2.9%
FY 2021 estimate +8.9%
Construction activity is expected
to increase in 2021
+7.6% in Europe
+7.8% in the US
Challenging market situation
continues for MacGregor
Merchant and Offshore oil & gas
vessel orders clearly below
historical average
2021 Merchant vessel
contracting estimate is 8953
Offshore wind estimated to grow
Global container throughput¹ - Key driver for Kalmar
801
2019
-
-2.1%
Construction output² – Key driver for Hiab
United States
-6.0%
678
637
2019
-
2020
Europe
Long term contracting – Key driver for MacGregor
Merchant ships3
1,752
Historical average5
784
2020
-8.6%
747
682
2019
2020
Offshore mobile units4
427
851 -42%
661
0
0
2019
2020
Historical average6
85
60
+22%
2019
1)
MTEU, Source: Drewry
2)
CARGOTEC
3)
4)
EUR billion, Source: Oxford Economics
> 2,000 dwt/gt (excl. ofs & misc), Source: Clarkson Research
Source: Clarkson Research
Indicative 1996-2019 average
6)
Indicative 2009-2019 average
Investor presentation
20
Aptil 2021
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