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SAS Earnings Release 2019

Dec 7, 2018

2961_iss_2018-12-07_c51a855c-f030-4855-b7ff-d3c22fb86c37.pdf

Earnings Release

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195 87 Stockholm Telephone: +46 8-797 0000 Fax: +46 8-797 1515 www.sasgroup.net

CORRECTION: SAS traffic figures November 2018

CORRECTION OF YIELD AND PASK NOMINAL AMOUNTS TO SEK 1.03 and 0.71, RESPECTIVELY

  • SAS scheduled traffic compared to the same month last year:
  • Number of passengers increased by 1.8% to 2.3 million.
  • Capacity (ASK) and traffic (RPK) increased by 0.1% and 0.8%, respectively.
  • Passenger load factor increased by 0.4 p.p. to 69.0%.
  • Nominal yield and PASK increased by 5.0% and 5.7%, respectively.

• Currency adjusted yield decreased by 0.1% and PASK increased by 0.5%.

Market and Capacity Development

  • Capacity growth is expected to continue during winter 2018/19, and we expect an overall growth of 4-5% during Q1.
  • SAS plans to increase capacity by 2-3% in fiscal year 2019, primarily due to more seats in the Airbus A320neo.

SAS - Scheduled Traffic Development

  • Intercontinental traffic increased 2.6%, while capacity was down 1.8%. The increase was mainly on Asian routes.
  • European/Intrascandinavian traffic declined 1.5% and capacity increased 0.2%. Traffic increased on Intrascandinavian routes but decreased on European routes.
  • Domestic traffic increased 2.6% on the back of a 3.8% increase in capacity, resulting in a lower passenger load factor. The pattern was similar in Norway and Sweden.

SAS - In Other News

  • SAS redeemed all remaining preference shares at 30 November 2018
  • 23 Airbus A320neo in operation as of 6 December 2018
  • High-speed WiFi now installed on 42 aircraft
SAS scheduled traffic Nov18-
Nov18 Change1 Nov18 Change1
ASK (Mill.) 3 852 0.1% 3 852 0.1%
RPK (Mill.) 2 658 0.8% 2 658 0.8%
Passenger load factor 69.0% +0.4 p.p. 69.0% +0.4 p.p.
No. of passengers (Mill.) 2.326 1.8% 2.326 1.8%
Geographical Nov18 vs. Nov17 Nov18-Nov18 vs.
Nov17 – Nov17
development. schedule RPK ASK RPK ASK
Intercontinental 2.6% -1.8% 2.6% -1.8%
Europe/Intrascandinavia -1.5% 0.2% -1.5% 0.2%
Domestic 2.6% 3.8% 2.6% 3.8%
SAS charter traffic Nov18-
Nov18 Change1 Nov18 Change1
ASK (Mill.) 143 19.0% 143 19.0%
RPK (Mill.) 134 15.8% 134 15.8%
Passenger load factor 93.6% -2.6 p.p. 93.6% -2.6 p.p.
No. of passengers (Mill.) 0.036 16.2% 0.036 16.2%
SAS total traffic Nov18-
Nov18 Change1 Nov18 Change1
ASK (Mill.) 3 994 0.7% 3 994 0.7%
RPK (Mill.) 2 792 1.4% 2 792 1.4%
Passenger load factor 69.9% +0.5 p.p. 69.9% +0.5 p.p.
No. of passengers (Mill.) 2.362 2.0% 2.362 2.0%

1 Change compared to same period in previous year.

p.p. = percentage points

Preliminary yield and PASK Nov
2018
Nominal
change
FX adjusted
change
Yield, SEK 1.03 +5.0% -0.1%
PASK, SEK 0.71 +5.7% +0.5%
Nov 2018
Punctuality (arrival 15 min) 85.5%
Regularity 98.5%

Definitions:

RPK – Revenue passenger kilometers

ASK – Available passenger kilometers

Load factor – RPK/ASK

Yield – Passenger revenues/RPK (scheduled)

PASK – Passenger revenues/ASK (scheduled)

Magnus Hurst, Investor Relations +46 70 997 45 19 or [email protected]

This is information that SAS AB is obliged to make public pursuant to the EU Market Abuse Regulation. The information was submitted for publication, through the agency of the contact person set out above, at 11:00 CET on 7 December 2018.

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