Media Notes Presentation January 2016.pptx

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Braemar Shipping Services plc!
Media Notes
Group Structure
Shipbroking
Technical
Services
Logistics
Braemar Shipping Services plc (LSE: BMS) is a leading international provider of broking, consultancy,
technical and other services to the shipping, marine, energy, offshore and other insurance industries !
2 www.braemar.com!
What We Do
Shipbroking (c. 400 staff)!
Technical Services (c. 400 staff)!
§  Tankers
§  LNG Consultancy
§  Sale & Purchase
§  Marine Engineering §  Dry Bulk
§  Specialist loss adjusting
§  Offshore
§  Marine surveys and newbuilding supervision
§  Research and Consultancy
§  Environmental consultancy
Logistics (c. 200 staff)!
!
3 § 
Port Agency
§ 
Specialist freight forwarding and project cargoes
www.braemar.com!
Group Financial Results H1 2015/16 H1 2014/15
Revenue
FY 2014/15
FY 2013/14
£79.6m
£64.5m
£145.8m
£125.5m
Underlying*
Pre-Tax
Profit
£7.0m
£3.6m
£11.3m
£9.3m
Underlying*
EPS
18.62p
11.68p
31.27p
33.51p
4 www.braemar.com!
Strengths
!
§  Diversified portfolio of businesses serving a range of industries, so able to grow despite volatile
market conditions
§  Proven ability to deliver both organic growth and growth through acquisition (Braemar ACM
Shipbroking merger in July 2014)
§  Perceived as ‘stable player’ in a difficult market, so able to attract talent
§  Global geographic footprint allows low risk business expansion
§  World class specialist skills in high growth LNG market
§  Forward order book provides visibility of future performance
§  Strong cash generation and consistent dividend yield of >5%
5 www.braemar.com!
Strategy
!
§  Continue to develop diverse portfolio model
§  Focus on medium and long term growth sectors (e.g. shipping, energy, etc)
§  Expand global integrated geographic footprint
§  Drive organic growth in existing business units
§  Actively seek opportunities for acquisitive growth
§  Improve profit and cash generator to deliver sustainable shareholder results
6 www.braemar.com!
Shareholder Base*
Current and Recent Employees 29.92% Significant Institutional Holdings
Chelverton Asset Management
3.99%
Liontrust Asset Management
3.90%
F&C Asset Management
3.21%
Majedie Asset Management
2.90%
Hargreave Hale & Co
2.24%
L&G Investment Management
2.19%
Unicorn Asset Management
1.97%
Atemis Investment Management
1.89%
Blackrock Investment Management
0.97%
Other Institutional holdings
Private Investors
23.26%
6.64%
40.18%
100%
*Based on shareholder register as at 30 November 2015 7 www.braemar.com!
James Kidwell, CEO
E: james.kidwell@braemar.com
T: 020 3142 4100
Louise Evans, Finance Director
E: louise.evans@braemar.com
T: 020 3142 4100
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