Revenue distribution by sectors:

• Oil and Gas: approx. 70%
• Renewable Energies: approx. 25%
• Other: approx. 5%

TOP 3 markets and their percentage shares:

• Europe: approx. 40%
• North America: approx. 30%
• Asia-Pacific: approx. 20%

Subsea 7 S.A. generates the majority of its revenues from the oil and gas industry, with a significant portion also coming from the renewable energy sector. This reflects the company's strategic focus on sustainable energy solutions.

The geographical distribution of revenues shows a strong presence in Europe, followed by North America and the Asia-Pacific region. These markets are crucial for the company as they encompass both traditional and renewable energy projects.

Production Sites: Worldwide, with a focus on Europe, North and South America, Asia, and Africa.

Subsea 7 S.A. is a globally active company in the offshore oil and gas industry. The company operates numerous production and operational facilities worldwide to efficiently provide its services and products.

In Europe, Subsea 7 has significant facilities in Norway and the United Kingdom. These sites are strategically important for access to offshore markets in the North Sea.

In North and South America, the company operates production sites and offices focused on offshore activities in the Gulf of Mexico and along the Brazilian coast.

Furthermore, Subsea 7 has sites in Asia and Africa to serve the growing markets in these regions, especially in countries with significant offshore exploration and production activities.

This global presence enables Subsea 7 to flexibly respond to customer requirements and efficiently manage projects in different geographical regions.

Revenue Growth: Estimated 8-10% annually (2025 forecast)
Investments in Renewable Energies: 30% of the investment budget (2025 forecast)

Subsea 7 S.A. pursues a growth strategy that heavily focuses on diversification into renewable energies. In recent years, the company has made significant investments in offshore wind projects to reduce its dependency on traditional oil and gas business.

Another key focus is on technological innovations and efficiency improvements in existing projects. Subsea 7 is investing in digital solutions and automation to lower operating costs and optimize project execution.

Additionally, the company is expanding geographically, especially in regions with growing demand for offshore services, to strengthen its market presence and unlock new business opportunities.

Main materials: Steel, concrete, plastic components

Countries of origin:

• Steel: China, South Korea, Germany
• Concrete: Local sources in the project regions
• Plastic components: USA, Japan

Subsea 7 S.A. is a leading company in the field of offshore engineering and construction. For their projects, the company requires a variety of materials, especially steel, which is essential for the manufacturing of underwater structures and pipelines. China and South Korea are main suppliers due to their large production capacities and competitive prices. Germany provides highly specialized steel for specific applications.

Concrete is often sourced locally to minimize transportation costs and simplify logistics, as it is used for the stabilization and protection of underwater installations.

Plastic components, needed for cable insulation and other specialized applications, are frequently sourced from the USA and Japan, where the technology and quality of these products are leading.

Market share: Estimated 10-15% in the offshore engineering sector (2025) EBITDA margin: 12-14% (2024)

Subsea 7 S.A. is a leading company in the field of offshore engineering and construction, specializing in providing services to the oil and gas industry as well as renewable energies. Subsea 7's competitive advantage lies in its extensive experience, technological innovations, and global presence.

The company benefits from a strong position in a specialized market segment with high entry barriers. This is further strengthened by its ability to successfully execute complex projects in challenging environments. Subsea 7 continuously invests in research and development to enhance its technical capabilities and offer new, more efficient solutions.

Furthermore, Subsea 7 has established strategic partnerships and alliances that allow it to diversify its services and explore new markets. These factors contribute to a sustainable competitive advantage supported by a solid financial performance.

Institutional Investor Share: approximately 65% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in Subsea 7 S.A. is estimated to be around 65%, indicating a strong trust from institutional investors in the company. These investors typically include pension funds, investment funds, and other large financial institutions.

There were no significant insider transactions in the last quarter, which could suggest that the management and other insiders are satisfied with the current company strategy and valuation. Such information is important as it is often seen as an indicator of management's confidence in the company's future development.

Market share of Subsea 7 S.A.: 12% (estimated, 2025)

Main competitors and their market shares:

1. TechnipFMC - 15%
2. Saipem S.p.A. - 14%
3. McDermott International - 10%
4. Baker Hughes - 9%
5. Schlumberger - 8%

Subsea 7 S.A. is a significant player in the offshore oil and gas services sector. The market share of Subsea 7 is approximately 12%, making it one of the leading providers in this industry. TechnipFMC and Saipem S.p.A. are the largest competitors with market shares of 15% and 14%, respectively.

The moat of Subsea 7 is based on its strong technical expertise, global presence, and ability to execute complex projects in challenging environments. These capabilities provide the company with a certain competitive advantage, especially in specialized projects.

However, competitors also have significant moats. TechnipFMC and Saipem S.p.A. also hold strong positions due to their size and comprehensive service offerings. In particular, TechnipFMC has an advantage through its integrated solutions and technology leadership.

Overall, Subsea 7 has a solid, but not insurmountable, moat. The competition is strong and diversified, intensifying the competitive landscape.

Revenue growth: 8.5% (2024) Order backlog: 7.2 billion USD (End of 2024) EBITDA margin: 12.3% (2024)

Subsea 7 S.A. recorded a revenue growth of 8.5% in 2024, indicating strong demand in the offshore oil and gas projects as well as renewable energy sector. The order backlog of 7.2 billion USD at the end of 2024 demonstrates a solid pipeline of future projects that will support the company in the coming years.

The EBITDA margin of 12.3% in 2024 suggests efficient cost control and stable profitability. Subsea 7 has also increased its investments in renewable energy in recent years, offering long-term growth potential.

Given these factors, Subsea 7 S.A. stock could be an attractive investment, especially for investors interested in long-term participation in the offshore industry. However, it is advisable to consider macroeconomic conditions and industry-specific risks.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Regular payouts for several years

Subsea 7 S.A. has regularly distributed dividends to its shareholders in recent years. The dividend yield for the year 2025 is estimated to be around 3.5%, based on current market conditions and company policy.

The company has a solid dividend history, indicating its commitment to consistently returning capital to its shareholders. However, the reliability of the payout depends on financial performance and market conditions, especially in the volatile offshore oil and gas industry in which Subsea 7 operates.