Aker ASA

A consequential quarter for Aker, marked by significant value realization, strong portfolio performance, and increased financial flexibility. 🔹 Net Asset Value increased by close to NOK 40 billion in the first half after dividends, reaching NOK 106 billion 🔹 Total shareholder return reached 10 percent in the quarter and 53 percent in the first half, outperforming the OSEBX 🔹 Landmark agreement to sell Cognite to Schneider Electric at an enterprise value of USD 3.1 billion, lifting Aker's liquidity reserve above NOK 20 billion 🔹 Continued extraordinary growth in Nscale, while Aker BP marks ten years of value creation 🔹 Offer announced to take Aker BioMarine private More details in our CEO Øyvind Eriksen's post below and at www.akerasa.com.

Aker ASA and the other shareholders of Cognite has signed an agreement to sell Cognite to Schneider Electric, based on an enterprise value of USD 3.1 billion. The transaction will be the largest Norwegian software and AI exit to date and ranks among the largest industrial software transactions in Europe. Key transaction terms: 🔹Enterprise value: USD 3.1 billion 🔹Estimated cash proceeds to Aker (including settlement of outstanding convertible loan): USD 1.48 billion (equivalent to NOK 14.7 billion at USD/NOK 9.92) 🔹The transaction proceeds to Aker represents an uplift to the reported Net Asset Value (NAV) per Q1 2026 of NOK 7.4 billion or approximately NOK 100 per share The transaction considerably strengthens Aker’s financial position and investment capacity. Aker remains focused on developing investment opportunities across AI, industrial software, and AI infrastructure, including through existing portfolio holdings such as Nscale and Aize. Read the full announcement: https://lnkd.in/epiteHej

Humor gir energi. Under Aker ASAs ledersamling CXO summit – der kunstig intelligens sto på agendaen – minnet Bjørnar Erikstad oss på nettopp det, med en god dose humør.   NORGES ROFORBUND utfordret oss til å lage en «ro-video» for å heie på Norge i fotball-VM, og vi tok umiddelbart utfordringen: Takt i årene og god lagånd. Her er resultatet 😊 Aker Solutions, Aker BP ASA, #HeiaNorge #RoRopet

At Aker, we are scaling AI across the entire organization, starting with our people. This week, Øyvind Eriksen and Aker's leadership team took a significant step forward, launching both the Aker Humanoid Robot and a new AI training program for all 20,000 employees across the Aker family. AI is already reshaping how we solve problems, make decisions, and collaborate.  The ambition is clear: build real AI capability at every level of the organization, ensuring everyone understands how AI is already being used, and how it will shape the way we work going forward.   Companies that lead tomorrow are the ones investing in their people today. Stein H. Danielsen Cognite; Karl Johnny Hersvik Aker BP ASA; Kjetel Digre Aker Solutions; Aker Property Group AS

🧭 Aker joins Nordic Compass – The Nordic Round Table for Industry, dedicated to boosting competitiveness and resilience across the Nordic region. More than 25 leading Nordic companies and foundations are joining forces to accelerate collaboration across key industries. The alliance focuses on four critical sectors: ⚡ Energy 🛡️ Defence 💻 Deep Tech 📈 Capital Markets Our CEO Øyvind Eriksen serves on the Nordic Compass Board, chaired by Jyrki Katainen with Kristin Skogen Lund as Vice-Chair. 📰 Read more via E24.no’s interview with Eriksen and Skogen Lund : https://lnkd.in/eWGXC44D #NordicCompass #NordicCooperation #Aker

A record quarter for Aker — and one that marks a decisive shift in the shape of our portfolio. 🔹 Net Asset Value increased by NOK 43 billion, surpassing NOK 100 billion for the first time 🔹 Nscale is now Aker's second-largest asset at NOK 32 billion, following our investment in the Series C 🔹 Dividend of NOK 29 per share approved for payment in May 2026 Full details in our CEO Øyvind Eriksen's post below.   https://lnkd.in/d6DcmHSQ

Når mange bidrar litt, kan det bli mye 🎗️ I årets Akers Krafttak mot Kreft har ansatte i Aker-selskapene vist et imponerende engasjement på tvers av selskaper og lokasjoner. Til sammen har våre ansatte og selskaper samlet inn 6,6 millioner kroner til Kreftforeningens Innsamlingsaksjon – et nytt toppresultat fra Aker-familien til kampanjen. Donasjoner fra ansatte og andre privatpersoner ble doblet av selskapene og ga et betydelig løft i årets innsamling. Siden 2021 har Aker-selskapene bidratt med over 24 millioner kroner til Kreftforeningen. Midlene har støttet viktig forskning og bidratt til gentesting, nye behandlingsmuligheter og mer tid for mange. Tusen takk til alle som har bidratt, engasjert seg og gjort en forskjell 🙌 Kreftforeningen, Aker BP ASA, Aker Solutions, Solstad, Cognite, Aize, Aker BioMarine ASA, Aker QRILL Company, Akastor ASA, Aker Security, HUB Ocean, REV Ocean, Aker Nscale, Omny, Moloklinikken

Denne uken bretter vi i Aker-selskapene opp ermene for vårt årlige «Krafttak mot kreft» 💪🎗️ Sammen løfter vi Kreftforeningens Innsamlingsaksjon, og bidrar til at flere pasienter får tilgang til gentesting og målrettet behandling. Bli med på krafttaket: For hver krone privatpersoner gir via vår digitale bøsse, legger Aker ASA til det dobbelte. Det betyr: Hvis du gir 500 kr, gir Aker 1 000 kr i tillegg. Aker ASA gir samlet inntil 500 000 kroner. Det er slik vi i Aker gjennomfører et solid krafttak. 👉 Klikk her for å bidra: https://lnkd.in/eZGWGsmM

Last week, we kicked off the fourth cohort of Aker’s CXO Program. Participants from eight Aker companies have now begun a year-long journey centered on transformation, leadership, AI, personal development, and geopolitics. The ambition is clear: to develop leaders who build future-ready organizations – and to strengthen relationships and a shared leadership culture across Aker. A big thank you to Øyvind Eriksen, Kristian Røkke, and Kjetil Kristiansen for open, honest, and inspiring conversations on leadership at Aker, investments in new technologies, and our long-term strategy. Parts of the program took place at the Norwegian National Opera and Ballet and the MUNCH Museum, where we explored the connections between music, the arts, and leadership. We believe leaders grow stronger by learning from environments beyond the traditional business context. This year’s participants: Laurence Janssens, Marte Dalsegg, Rolf Nystein, Petter Sørhaug, Kristine G., Rannveig Storebø, Alf Kristensen, Fredrik Hunstad, Jonas Gamre, Hunter Beck, Shaifali Gorakhpuri Bhatia, Laetitia Gharios, Kristian Risdal, Olav Høidalen, Ole Eirik Dalbye, and Izabela Hawryłko. We look forward to a year of change initiatives, hands-on work with AI, and continued development of Aker’s leadership culture.

Today, Aker presented its Q4 results, closing a year with strong momentum across the portfolio. In a year marked by decisive execution, our core industrial companies continued to deliver stable operations, solid cash flow and resilience. At the same time, we saw tangible progress in areas shaping the next phase of value creation – from industrial AI moving into everyday use, to rapid scale‑up of power‑efficient compute infrastructure, and real assets strengthening portfolio balance. With a NAV of NOK 67.3 billion after dividends and a total shareholder return of 49.5% for the year, Aker enters 2026 with a stronger foundation, clearer priorities and platforms positioned for long‑term demand. Read our CEO Øyvind Eriksen's reflections in his quarterly shareholder letter: