DSV Q3 2023 Financial Performance and NEOM Joint Venture Update slide image

DSV Q3 2023 Financial Performance and NEOM Joint Venture Update

Management commentary • Continued strong cash conversion. Significant NWC improvement due to lower revenue and continued optimisation of processes. NWC at 2.2% of annual revenue. Gearing ratio at 1.4x and new share buyback programme launched. Weighted average duration of long- term corporate bonds and drawn credit facilities was 8.0 years at the end of Q3-23. Cash flow 9M 2023 (DKKm) EBITDA before special items Change in working capital Tax, interest, change in provisions, etc. Special items Cash flow from operating activities 9M 2023 9M 2022 Variance 17,687 2,208 24,151 12 (6,464) 2,196 • • (5,133) (4,147) (986) (263) (523) 260 14,499 19,493 (4,994) Cash flow from investing activities Free cash flow (1,664) (495) (1,169) • 12,835 18,998 (6,163) • Cash flow from financing activities (14,176) (15,024) 848 Calculation of adjusted free cash flow: Free cash flow 12,835 18,998 Acquisition of subsidiaries reversed 607 Special items reversed 263 523 Repayment of lease liabilities (2,902) (2,758) 10,803 16,763 (5,960) Adjusted free cash flow KPIs Net working capital (NWC) NWC in % of revenue 3,186 2.2 8,636 3.5 Net interest-bearing debt (NIBD) 32,333 27,277 Gearing ratio (NIBD/EBITDA before special items) 1.4x 0.9x ROIC before tax (%) 17.9 24.7 ROIC before tax (excl. goodwill and customer relationships, %) 75.7 98.7 10 10
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