PVD - Drilling’s gross margin improvement supports Q4 profit - Earnings Flash
  • 31 Jan 2023
  • Company Research
- PVD announced Q4 2022 results with recurring NPAT-MI jumping 6x YoY to USD4.2mn as a 6% YoY higher jack-up day rate (per our estimates) drove the drilling segment’s gross margin to 17.1% in Q4 2022 vs 4.5% in Q4 2021. We note that PVD booked USD1.3mn of