ZITON ANNUAL REPORT 2025

Building on momentum

Overview

01

Overview

01

”ZITON plays a vital role in ensuring that installed capacity remains operational, reliable, and productive. Keeping turbines running is not only a commercial opportunity for us - it is a contribution to Europe’s energy security and climate objectives.”

Looking forward

Thorsten Jalk, CEO at ZITON, presents the annual report of 2025, and reflects on a year of strong performance, strategic investments, and a strengthened foundation for future growth.

Highlights

02

Highlights

02

ZITON is the market-leading service provider in offshore wind operations and maintenance, specialising in major component replacements. We have completed over 2,100 MCRs at 88 wind farms across 8 countries.

Major component
replacements
0
Weighted average
utilisation
0 %
EBITDA
(Eur´000)
0
Cash flow from
operating activities
(Eur´000)
0

Key moments of the year

Key moments
of the year

ZITON_Highlights_4
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05. WIND PIONEER_r2_flatten
ZITON_Highlights_3
ZITON_Highlights_7
ZITON_Highlights_8
ZITON_Highlights_12
ZITON_Highlights_9
ZITON_Highlights_13
ZITON_Highlights_10
ZITON_Highlights_14
ZITON_Highlights_11
ZITON_Highlights_4

JANUARY

Macquarie Asset Management completed the acquisition of ZITON.

ZITON_Highlights_1

JANUARY - DECEMBER

WIND ENTERPRISE working on time charter.

ZITON_Highlights_5

JANUARY - DECEMBER

WIND ENERGY working on time charter.

ZITON_Highlights_2

FEBRUARY

WIND DISCOVERY arrived in Denmark after her journey from China.

05. WIND PIONEER_r2_flatten

FEBRUARY - NOVEMBER

WIND PIONEER working on time charter.

ZITON_Highlights_3

MARCH

Met mast foundation decommissioned at the Rampion wind farm in the UK.

ZITON_Highlights_7

APRIL

WIND PIONEER reached 400 major component replacements.

ZITON_Highlights_8

MAY

WIND SERVER reached 600 major component replacements.

ZITON_Highlights_12

MAY - DECEMBER

WIND DISCOVERY initiated her long-term time charter.

ZITON_Highlights_9

JUNE - NOVEMBER

WIND SERVER working on time charter.

ZITON_Highlights_13

AUGUST

ZITON reached 2,000 major component replacements.

ZITON_Highlights_10

SEPTEMBER

Met mast foundation decommissioned at the Gwynt y Mor wind farm in the UK.

ZITON_Highlights_14

OCTOBER

Inauguration of new warehouse in Esbjerg.

ZITON_Highlights_11

DECEMBER

281 major component replacements completed throughout the year
– new industry record.

Market

03

Market

03

With the currently known and relevant projects, the number of installed offshore turbines in Europe is expected to reach a total of around 11,800 within the next five years, and all of these will require servicing during their lifespan of at least 30 years.

Direction

04

Direction

04

The strategic direction
for ZITON contains
four key elements.

1. Zero emission1
2. Value added services1
3. Fleet expansion1
4. Digitalisation1
1. Zero emission1

Zero-emission

Results achieved in 2025

In 2025, we continued to operate in line with the ESG targets set out in the ESG-linked loan agreement signed in June 2023. During the year, the Executive Management Team and the Board of Directors developed ZITON Direct Compliance, a net zero plan targeting 2040. Under this plan, ZITON will comply with the EU’s FuelEU Maritime regulation from 2025, followed by IMO Direct Compliance from 2028. As part of this initiative, we began using HVO100 renewable fuel, supporting a reduction in the fleet’s well-to-wake emissions in line with the plan’s objectives to promote renewable and low-carbon fuels and progress towards net zero.

Focus areas for 2026

We remain committed to reducing emissions through SEEMP and continue to explore solutions such as hybrid systems and operational improvements to optimise fuel consumption. In parallel, we are actively pursuing our long-term strategy, which includes overall emissions targets aligned with our ambition to become net zero. This strategy also encompasses potential new-build programmes, the adoption of new propulsion systems, and the continued use of alternative fuels such as HVO100.

2. Value added services1

Value-added services

Results achieved in 2025

In 2025, we continued to see strong demand for full-service solutions for major component replacements and decommissioning projects. This reflects a growing customer preference for comprehensive service offerings. Throughout the year, we maintained high levels of customer satisfaction, successfully delivering complex projects as full-service solutions that address technical challenges and mitigate risk for our clients.

Focus areas for 2026

In 2026, the focus remains on further enhancing and expanding our full-service solutions for major component replacements, with particular emphasis on strengthening and increasing our WTG technician workforce. This will enable us to serve more customers, deliver greater value, and further strengthen ZITON’s market differentiation.

3. Fleet expansion1

Fleet expansion

Results achieved in 2025

In 2025, J/U WIND DISCOVERY completed her upgrade programme in Denmark, after being acquired in China, and commenced her long-term charter. J/U WIND DISCOVERY is owned by ZITON’s sister company, DiscoveryCo ApS.

Focus areas for 2026

The initial focus for 2026 is to ensure that J/U WIND PIONEER and J/U WIND DISCOVERY completes their maintenance programmes in the beginning of the year. In addition, we are committed to minimising unplanned off-hire by maintaining our remaining vessels in optimal condition to meet the requirements of their current contracts. We will also continue to explore opportunities to expand our fleet in order to support the growing demand for servicing larger turbines.

4. Digitalisation1

Digitalisation

Results achieved in 2025

During 2025, we revisited our machine learning platform to keep leveraging on Microsoft’s advancements in artificial intelligence and to integrate the latest market developments related to major component replacements. In addition, we continued to strengthen our cybersecurity measures to safeguard our digital infrastructure and ensure the integrity and security of our data-driven operations. We also made progress in developing a comprehensive data platform, with the first areas already incorporated.

Focus areas for 2026

In 2026, we will continue investing in digitalisation and our data platform to improve operational efficiency, decision making, workflow streamlining, data accessibility, and collaboration, with further development already underway. At the same time, we will strengthen cybersecurity in response to evolving threats and in line with the NIS2 Directive to protect critical systems, operational data, and customer information. We are also implementing a warehouse management system to enhance control, transparency, and efficiency in warehouse operations, while preparing a broader assessment of how AI can be applied across the business.

Company

05

Company

05

ZITON’s core business is to own and operate specialised jack-up vessels. ZITON provides full-service solutions for major component replacements, including maritime project planning & execution, lift planning & execution, specialised tools & lifting equipment, and technicians in addition to jack-ups with experienced crews.

CAN DO.
WILL DO.

We care for our environment, and our vessels are relatively less harmful to the environment compared to many of the other vessels in the market.

Port stay
control detentions
0
Accidental oil spills
over board
0
Lost-time injury
frequency
0
Total recordable
incident rate
0

"Strong customer demand and consistent service delivery drove high utilisation in 2025, translating into results above guidance and underscoring the strength of our operating model and financial discipline."

Jens Michael Haurum, CFO

Guidance for 2026

Guidance for 2026

105-110%
Weighted average
utilisation
64-69
EBITDA
(Eur´000)
61-66
Cash flow from
operating activities
(Eur´000)
16-20
CAPEX
(Eur´000)

More information

06

More information

06

Want more details?

Annual report for ZITON

Want to get the full overview of our 2025 financial results? 

You can download the annual report below.

CEO letter

Building on momentum

Dear stakeholders,

As CEO, I am pleased to present ZITON’s Annual Report for 2025. It has been a year of strong operational performance and significant strategic progress. Demand for our services has remained high throughout the year, driven by the growing number and ageing profile of offshore wind turbines across Europe. As a result, our financial performance exceeded our guidance, reflecting both strong vessel utilisation and the continued need for major component replacements in our core markets.

In January 2025, Macquarie Asset Management formally completed its acquisition of the ZITON Group, marking the beginning of a new and exciting chapter for the company. With a strong and committed owner, we have strengthened our platform for growth and long-term value creation.

A key milestone in 2025 was the acquisition of J/U WIND DISCOVERY, which is owned by our sister company DiscoveryCo ApS. Following her arrival in Europe, the vessel underwent a comprehensive upgrade programme, including the reinstatement of her helideck, before being successfully introduced into offshore wind O&M service. With six specialised vessels in operation, ZITON now operates the largest fleet dedicated to major component replacements in Europe, enabling us to support a broad range of turbine sizes and customer requirements.

During the year, we inaugurated our new, state-of-the-art warehouse facility at the Port of Esbjerg – a strategically important location at the heart of Europe’s offshore wind industry. This facility enhances our logistical capabilities, brings us closer to our vessels and customers, and strengthens our position as a full-service O&M provider. In addition, we have commenced construction of a new headquarters in Horsens, designed to accommodate our growing organisation and to provide a modern and collaborative working environment for the years ahead.

We continue to operate in a world affected by geopolitical uncertainty, conflict, and economic volatility. At the same time, Europe’s determination to strengthen its energy independence and accelerate the renewable energy transition has never been more evident. Offshore wind remains a cornerstone of this ambition. In this context, ZITON plays a vital role in ensuring that installed capacity remains operational, reliable, and productive. Keeping turbines running is not only a commercial opportunity for us – it is a contribution to Europe’s energy security and climate objectives.

I would like to thank our customers, partners, and dedicated employees offshore and onshore for their commitment and collaboration throughout the year. Together with our new ownership and a strong market outlook, we are well positioned to continue building on this momentum in 2026 and beyond.

Sincerely,

Thorsten Jalk,

CEO, ZITON A/S

Table overview

Key figures

Set out below are the key financial figures we use in decision-making and to evaluate our performance including prior-year comparative figures.

ZITON prepares its consolidated financial statements in accordance with IFRS. Key figures and ratios are presented following CFA Society Denmark’s online version of “Recommendations & Ratios.” In addition to IFRS reporting, ZITON applies alternative performance measures (“APMs”) in line with the European Securities and Markets Authority (ESMA) directives.

Want more details?

Want to get the full overview of our 2025 financial results?
You can download the annual report below.