← Deep analysesHome
mttssn research · Nordic Deep Dive
Solstad Maritime (SOMA.OL)
Energi · High-end offshorefartyg CSV/AHTS (Solstad Maritime) · LTM Q2 2026
Analysis date: 2026-07-17
Price at analysis: $27.80
Method: mttssn_streamlined_v1
Conviction: MEDIUM
HOLD
Conviction: MEDIUM
A cyclical vessel owner printing up-leg economics: adjusted ROIC 11.7% vs 8% WACC, EP +USD 55M, FCF yield ~13%, utilization 83% and backlog USD 1,049M. But book-to-bill has slipped to 0.9x, the 11.7% is a cycle-high print (we tax at 22% vs ~zero cash tax), and NOK 27.8 already discounts a ~17% NOPAT fade — roughly our mid-cycle value. HOLD.
Adj. ROIC
11.7%
WACC 8% → spread +3.7pp
Economic Profit
+$55M
+USD 55.1M at 8% WACC; +31.0M at company's 9.6%; breaks even at ~11.7% WACC
FCF Yield
n/a
USD 174.6M LTM (CFO 261.8 − capex 87.2 incl. periodic maintenance) — ~13% yield on mcap
Price / Target
NOK 28 → NOK 31
+12% base; HOLD
Revenue (LTM)
$649M
LTM USD 648.8M (+20% yoy 1H26); ex-gains 640.7; ~16% related-party charter to Solstad Offshore
EBIT Margin
35.9%
LTM EBIT margin 35.9% (adj. 34.7% ex Clipper gain); 1H26 40.9% — cycle-high
EV / IC
n/a
Enterprise value / invested capital
Net Debt
$511M
Adj NIBD USD 512M (~1.6x EBITDA), equity ratio 55%; maturity wall Jan 2029, installments USD 90M/yr
Thesis

Solstad Maritime owns 31 high-end offshore vessels (21 construction-support CSVs, 10 AHTS) chartered to oil & gas and renewables operators, reporting in USD. The LTM window is a cyclical up-leg: operating income +20% yoy in 1H26, fleet utilization 83% (77%), EBIT margin 40.9% in 1H26, and adjusted ROIC of 11.7% against the 8% WACC — economic profit of +USD 55M, still positive (+31M) at the company's own 9.6% impairment-test WACC.

The quality of that spread is the question. This is a capital-heavy, day-rate-exposed fleet where asset marks swing with the cycle (FY2024 booked a +USD 47.9M impairment REVERSAL), and the forward indicator has softened: firm backlog of USD 1,049M is up 13% yoy, but book-to-bill was 0.9x in 1H26 (0.8x in 2Q26) versus 1.4x for FY2025 — order intake ran below revenue this half. We rate the name on the mid-cycle spread, not the LTM print.

Governance is a structural discount, not a disqualifier: Aker Capital (51.8%) and Solstad Offshore (27.3%) control the register with ~20% free float, and ~16% of FY25 revenue is bareboat/TC charter to associate Solstad Offshore, alongside ROV leasing from Omega Subsea and offices leased from a CEO-controlled company. Cash distributions are real — USD 107M paid in FY25, 0.10/share quarterly pace — but they are classified largely as extraordinary and depend on the cycle holding.

Valuation · reverse-DCF & scenarios

EP frame (reverse capitalization): at NOK 27.8 the market cap is NOK 12.95bn and EV ~USD 1.82bn at the implied 9.91 NOK/USD. Capitalized at the 8% WACC that EV implies a steady-state NOPAT of ~USD 145M — a ~17% fade from LTM adjusted NOPAT of 175.7. So the market is not paying for the peak: it already assumes meaningful mean reversion. Holding the current spread forever would warrant ~NOK 36 (EV = NOPAT/WACC = USD 2.20bn less net debt 511); the EP-zero floor (mid-cycle ROIC = WACC, EV = IC of USD 1.51bn) is ~NOK 21.

Base NOK 31 (+12%): mid-cycle ROIC fades to ~10.5% (NOPAT ~USD 158M capitalized at 8%, less net debt) — backlog and 2026-27 contract cover support a slow, not sharp, normalization. Bull NOK 39 (+40%): the offshore cycle extends through 2028, book-to-bill re-accelerates, and near-zero cash taxes (USD 1.73bn loss carryforwards) keep owner earnings above our 22%-taxed NOPAT, on top of the ~4% dividend pace. Bear NOK 19 (−32%): day rates roll over, the spread compresses to zero, and cyclical vessel marks plus the Jan-2029 maturity wall reintroduce impairment and refinancing risk. Probability-weighted ~NOK 30 — insufficient margin of safety at an up-leg utilization print.

Market-implied growth
≥11.1%
model ceiling — EV implies more than constant-ROIC sustains
No-growth value / share
$-6
-20% of price; rest = priced-in growth
ROIC − WACC
+3.7 pp
ROIC 11.7% vs WACC 8.0% — positive = value creation
CAP (priced-in)
30.0 yrs
years of excess returns the price implies (fades to WACC)

At today’s enterprise value the constant-ROIC reverse-DCF maxes out: even at its sustainable-growth ceiling (~11.1%, limited by ROIC 12% ≈ WACC 8%) it cannot reach the current EV. No-growth value is $-6/share (-20% of price); the market prices in growth and/or a higher ROIC than booked — richly valued on this lens. Read the sensitivity grid.

Scenario24m targetImpl. gUpsideProb.Driver
Bull$39≥11%+40%25%Cycle extends through 2028; near-zero cash tax + dividends compound; current spread persists (warranted ~NOK 36 + payout)
Base$31≥11%+12%50%Mid-cycle fade to ~10.5% ROIC; NOPAT ~USD 158M capitalized at 8% WACC less net debt
Bear$19≥11%-32%25%Day rates roll; spread to zero (EV = IC → ~NOK 21) plus impairment/2029-refi risk
Prob-weighted$30+8%100%Scenario-weighted expected value

Sensitivity — fair value / share at WACC × growth

WACC \ g0%3%5%8%10%15%
6.50%-4-3-3-2-2-0
7.25%-5-4-4-4-3-2
8.00% (base)-6-5-5-5-5-4
8.75%-6-6-6-6-5-5
9.50%-7-7-6-6-6-6

Green = fair value above the current price of $27.80. The reverse-DCF conclusion is dominated by WACC and growth — see the whole surface, not a single fair value.

Method & data. NOPAT $176, invested capital and ROIC 11.7% are observed (adjustments.json); WACC 8.0% and terminal g 2.5% are assumptions. EV→equity uses net debt $5,066. The model holds ROIC constant (no fade) over the explicit horizon; the CAP figure instead fades excess returns to WACC.

⤓ Download the full model (.xlsx) — formula-driven sheets; flex the blue input cells and the model cascades in Excel.

Key drivers

1. Offshore day-rate cycle

Utilization 83% (77%) and 1H26 EBIT margin 40.9% — the spread lives and dies with CSV/AHTS rates.

2. Backlog conversion

Firm backlog USD 1,049M (+13% yoy) with new contracts in Suriname and the Black Sea gives 2026-27 revenue cover.

3. Cash-tax shield

USD 1.73bn loss carryforwards (no expiry) hold cash taxes near zero — cash-tax ROIC ~14-15% vs our 22%-taxed 11.7%.

4. ROV attach

13 Omega Subsea ROV systems deployed, more mobilizing through 2026-27 — service income raises revenue per vessel-day.

5. Capital returns

Quarterly USD 0.10/share pace (2Q26 proposal USD 47M); USD 107M paid FY25 — a direct cash-yield leg while the cycle holds.

Key risks
Conclusion

Solstad Maritime is a well-run, cash-generative vessel owner earning genuinely above its cost of capital in the current up-leg — EP +USD 55M, ~13% FCF yield, real dividends. But it is a cyclical rated through-cycle: the market already prices a ~17% NOPAT fade, our mid-cycle base of NOK 31 offers only ~12% upside, and book-to-bill below 1x says the backlog build is decelerating. HOLD, medium conviction.

We would revisit on either leg: toward BUY if the price approaches the EP-zero floor (~NOK 21) with backlog intact, or if book-to-bill re-accelerates above 1x with the 2029 refinancing addressed early; toward SELL if day rates roll while the payout is maintained on a shortening backlog.

Footnote evidence & sources

Every adjustment traces to the cited note/page in the source filing — click to open it there. Annual report / 10-K: 📄 open  ·  Latest interim: 📄 open

Adjustment / figureValueSourceWhy mttssn treats it this way
LTM total operating income 648.8649Condensed Statement of Comprehensive Income, p.16 📄 p.9LTM = FY25 590.358 + 1H26 355.890 - 1H25 297.472; includes charter, service, other income and disposal gains (Borsdata-consistent revenue definition).
LTM EBIT (Operating result) 233.1233Condensed Statement of Comprehensive Income, p.16 📄 p.9LTM = 195.656 + 145.734 - 108.259. No impairments or reversals inside the LTM window.
Gain on sale of assets -8.0 (Normand Clipper)-8Note 4 Tangible Fixed Assets, p.24 📄 p.13Subsea CSV Normand Clipper sold in 2Q26 for a net gain of MUSD 8 — classic offshore vessel-sale gain, stripped from adjusted NOPAT as non-recurring.
Restructuring add-back +0.20.2APM appendix, Adjusted EBITDA reconciliation, p.30-31 📄 p.16FY25 restructuring 2.264 less 1H25 2.067 leaves 0.197 in the LTM window; listing-era one-off, added back.
Rejected: IFRS 16 lease add-back 20.2 and AR-loss add-back 4.024.2APM appendix, Adjusted EBITDA reconciliation, p.30-31 📄 p.16Company's Operational adjusted EBITDA de-recognizes IFRS 16 and strips receivable losses; we keep both in opex — leased ROVs are operating assets and charterer bad debt is a recurring cost. Explains the full -7.2% APM divergence.
Total equity 952.4, NCI 0952Condensed Statement of Financial Position, p.18 📄 p.1030.06.2026 snapshot; NCI bought out during FY2025, so equity is 100% attributable to parent.
Accumulated OCI (translation reserve) -64.6-64.6Statement of Changes in Equity, p.20 📄 p.11Cumulative translation adjustment -64.618 stripped from equity: FX translation is not an operating investment decision, so equity_ex_oci = 1,017.0 in IC.
Interest-bearing debt 630.8 + lease liabilities 34.3631Balance sheet p.18; NIBD reconciliation p.31 📄 p.10Debt to credit institutions 540.778 + current portion 90.009; leases (24.808 + 9.521) kept OUT of IC as ROU assets (~2% of operating assets: ROVs, offices) are peripheral to the owned 31-vessel fleet.
Cash 154.0, excess cash 141.0154Balance sheet, p.18 📄 p.10Operational cash capped at 2% of LTM revenue (13.0); the rest is excess and removed from IC. Cash doubled in 1H26 on the MUSD 100 incremental loan tranche.
Tax: statutory 22% used; reported LTM tax is +31.2 INCOME-31.2Note 17 Taxes, p.164-165 📄 p.164USD 1.73bn loss carryforwards (no expiry) drive DTA-recognition tax income; NOPAT taxed at statutory 22% for conservatism and cross-universe comparability — cash taxes are ~5% of PBT.
Net pension liability 1.11.1Note 18 Pension, p.166-167 📄 p.166Small closed DB plan (3 actives, 18 pensioners); net liability 1.056 included in IC; net interest ~0.03 — no NOPAT reclass.
Related-party revenue: BB/TC leases to Solstad Offshore 91.7 (FY25)91.7Note 15 Transactions with Related Parties, p.161-162 📄 p.161~16% of FY25 revenue is bareboat/TC charter to associate Solstad Offshore, plus management fees 8.3 and ROV leasing from Omega Subsea (83.3 expense) — a dense related-party web to monitor for arm's-length pricing.
No impairment in LTM; FY2024 reversal +47.9 outside window0Consolidated Statement of Comprehensive Income, p.119 📄 p.119FY2025 impairment line is zero and 1H26 states no indicators; the FY2024 +47.852 reversal signals how cyclical these vessel marks are — a downturn would swing them the other way.
Thai tax/VAT claim fully provisioned 39.139.1Note 25 Contingent Liabilities, p.171; 1H26 Note 1, p.21 📄 p.171Legacy 2016-2020 Thai-waters claim, fully provisioned, no recourse beyond the subsidiary; no material development as of 30.06.2026 — monitored, no earnings adjustment.
Quality · Buffett tenets7 / 15
Understandable business
Simple asset-owner model: 31 owned high-end vessels (21 CSV, 10 AHTS) on charter to energy operators, USD-reporting. But listed only 16 May 2025 — first full year public; pre-2024 history reflects the old Solstad Offshore structure and Jan-2024 refinancing, so the track record in this form is short.
Durable moat
[efficient scale · stabil] One of the larger high-end CSV fleets (21 CSVs; 13 Omega ROV systems deployed); CSV utilization 84% and AHTS 80% in 1H26, firm backlog USD 1,049M (+13% yoy) — but book-to-bill 0.9x in 1H26 vs 1.4x FY25, and the return spread is cyclical: day-rate exposure means it is positive in the up-leg only (FY2024 saw a +47.9 impairment REVERSAL — vessel marks swing both ways), so mid-cycle spread, not the 11.7% LTM print, sets the score; falsifierare: a CSV newbuild wave or day-rate rollover that resets charter economics.
Management & capital allocation
[allokering · candor] Cash is going to owners — USD 107.4M dividends paid FY25 + 54.8M in 1H26, proposed 2Q26 USD 0.10/sh (47M) — while the maturity wall was pushed to Jan 2029 and installments cut to 90/yr. Candor caveats: the Operational adjusted EBITDA APM de-recognizes IFRS 16 (+20.2) and strips AR losses (+4.0), EBITDA-level divergence −7.2%; and this is a controlled company (Aker Capital 51.8% + Solstad Offshore 27.3%, float ~20%) with a dense related-party web (~16% of FY25 revenue chartered to associate Solstad Offshore, offices leased from a CEO-controlled company). Röd flagga: any non-arm's-length repricing inside the Solstad/Aker web.
Financial strength & returns
Adjusted ROIC 11.7% vs 8% WACC — EP +USD 55.1M (still +31.0M at the company's own 9.6% impairment-test WACC); FCF USD 174.6M, equity ratio 55%, adjusted NIBD 512 (~1.6x EBITDA), USD 1.73bn loss carryforwards hold cash tax near zero (cash-tax ROIC ~14-15%). Caps at 2: earnings are cycle-high and the Jan-2029 refinancing wall concentrates balance-sheet risk in one date.
Valuation margin of safety
At NOK 27.8 the EV (~USD 1.82bn) capitalizes a steady-state NOPAT of ~USD 145M at 8% WACC — a ~17% fade from LTM adjusted NOPAT 175.7 is already priced. That is roughly our mid-cycle base (NOK 31, +12%); fair-not-cheap for a cyclical printing 83% utilization, and the EP-zero floor sits at ~NOK 21.