BW Offshore Limited/Nkr BWO

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About BW Offshore Limited

BW Offshore Limited is a company operating in the oil and gas industry, primarily focusing on floating production storage and offloading (FPSO) units. Its core business involves the engineering, procurement, construction, and operation of FPSOs, which are essential for offshore oil and gas production. The company provides leasing and operation services of FPSOs, addressing the needs of oil companies for cost-effective and flexible offshore production solutions. Founded in 1982, BW Offshore is headquartered in Oslo, Norway, and has a global presence in key oil-producing regions, with operations and projects across Africa, the Americas, Europe, and Asia. One of its strategic strengths lies in its extensive experience and technical expertise in delivering tailored offshore production solutions, along with a diversified fleet capable of operating in various marine environments.
Ticker
Nkr BWO
Sector
Energy
Primary listing
XOSL
Employees
900
Headquarters
Hamilton, Bermuda

BWO Metrics

BasicAdvanced
kr 7.5B
-
-kr 1.60
0.60
kr 3.58
8.60%

Bulls say / Bears say

BW Offshore has USD 2.2 billion of firm and probable operating cash-flow backlog, with 97% already firm. The BW Catcher extension to 2030 added about USD 490 million of firm backlog, improving revenue visibility. (Oslo Børs NewsWeb, BW Group)
BW Opal is producing at about 85% of nameplate capacity and generating revenue under its interim contract despite the delayed completion date. The underlying H1 profit was USD 46.6 million, while the company retained USD 511 million of available liquidity and continued its quarterly dividend. (Oslo Børs NewsWeb, Quartr)
The Bay du Nord FEED agreement with Equinor gives BW Offshore a credible route to a new long-term FPSO award, with Equinor targeting a potential contract award after FID in early 2027. A successful award would support growth beyond the existing fleet. (BW Group, BW Offshore)
BW Opal has suffered further technical problems in third-party equipment, moving practical completion to Q2 2027. BW Offshore expects about USD 65 million of extra investment and has recognised a USD 125 million impairment, highlighting execution risk on a major project. (Oslo Børs NewsWeb, Upstream)
The 2026 EBITDA outlook was cut to USD 250–280 million from USD 310–340 million, while H1 swung to a USD 78.7 million net loss. Even though the impairment is non-cash, the reset shows that delays can materially weaken reported earnings and near-term guidance. (Oslo Børs NewsWeb, MarketScreener)
The BW Catcher amendment removes the previous unilateral one-year extension options and applies a discount equivalent to 10% of the bareboat charter dayrate. Its revised production tariff will also be capped against oil prices from 2028, which could limit future upside from the asset. (BW Group, Oslo Børs NewsWeb)
Data summarised monthly by Lightyear AI. Last updated on 20 Sept 2026.

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Market data provided by CBOE Europe and Deutsche Börse.