Odfjell Drilling Ltd./Nkr ODL

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About Odfjell Drilling Ltd.

Odfjell Drilling Ltd. is a company operating within the oil and gas industry, primarily focusing on providing offshore drilling services. The company offers a range of services including mobile offshore drilling units, technology-driven operations, and well services. Established in 1973, Odfjell Drilling is headquartered in Bergen, Norway. The company operates in several regions, with a significant presence in the North Sea and additional operations in international waters. Odfjell Drilling leverages advanced technology and a strong safety record, contributing to its strategic position in the offshore drilling market.
Ticker
Nkr ODL
Sector
Energy
Primary listing
XOSL
Employees
1,648

ODL Metrics

BasicAdvanced
kr 24B
11.57
kr 8.80
0.32
kr 8.89
8.74%

Bulls say / Bears say

Odfjell has extended Deepsea Bergen’s firm backlog to the first quarter of 2031 through a three-year, estimated USD 518 million award from Vår Energi. Securing this work less than a year after acquiring the rig improves long-term utilisation and cash-flow visibility. (Odfjell Drilling)
The harsh-environment rig market remains tight, with sector utilisation around 90% and little new supply expected in the short to medium term. That should support day rates, while Deepsea Nordkapp’s extension is priced against market rates rather than locked at an old level. (Odfjell Drilling, Odfjell Drilling)
Odfjell reduced net debt to USD 863 million and increased available liquidity to USD 308 million while maintaining a USD 0.25 per-share quarterly dividend. Operating cash flow of USD 128 million in Q2 suggests the contracted fleet is generating substantial cash even during a rig outage. (Odfjell Drilling, Quartr)
Q2 EBITDA was boosted by USD 82 million of insurance proceeds, with a net USD 32 million positive effect after claim costs; excluding these insurance-related items, EBITDA was USD 129 million. Deepsea Atlantic was also off hire for 106 days, showing that a single equipment failure can materially affect earnings. (Odfjell Drilling)
Much of the owned fleet is firmly contracted only until at least the third quarter of 2027, so earnings beyond that point still depend on securing new work and acceptable day rates. Even the Deepsea Nordkapp extension has a rate yet to be set, leaving some future revenue exposed to market conditions. (Odfjell Drilling, Odfjell Drilling)
Despite recent deleveraging, net debt was still USD 863 million and the company paid a USD 60 million quarterly dividend. Recent analysis flags only 2.0 times net interest cover and weak free-cash-flow coverage of the dividend, which could limit flexibility if drilling conditions weaken. (Odfjell Drilling, Simply Wall St)
Data summarised monthly by Lightyear AI. Last updated on 16 Sept 2026.

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