Odfjell SE
F:O7F

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Odfjell SE
F:O7F
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股价: 11.74 EUR -2.17% 已休市
市值: €928.1百万

Odfjell SE
投资者关系

Odfjell SE是一家专业航运公司,在全球运输液态化学品及其他特种散装液体。公司拥有并运营化学品船,这类船舶专为运输酸类、醇类及其他需要谨慎处理的工业液体货物而建造。公司还经营储罐码头,在港口储存这些产品,帮助客户在生产商、航运航线和终端用户之间安全转运货物。 其主要客户包括化学品生产商、工业制造商、贸易商和物流公司,这些客户需要可靠地运输和储存难以处理的液体。Odfjell通过收取海运运费以及在码头储存和处理产品的费用来获得收入。由于这类货物需要清洁的船舱、严格的安全规程和专业的港口基础设施,客户往往看重在这一细分领域拥有深厚技术专长和丰富经验的运营商。 Odfjell的独特之处在于,它专注于航运业中一个专业性比单纯规模更重要的细分领域。化学品船不同于普通货船,而码头业务则在港到港的货运之外增加了另一层服务。这种业务组合使Odfjell在全球化学品供应链中既是承运商,也是仓储合作伙伴。

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最近一次业绩电话会
财务期间
Q2 2026
电话会日期
2026年8月21日
AI 摘要
Q2 2026

Profit growth: Net result rose to USD 54 million from USD 32 million in the previous quarter, while adjusted net result increased to USD 56 million from USD 26 million.

Higher earnings: Time charter earnings increased to USD 195 million, helped by stronger spot rates, more commercial revenue days and lower off-hire days.

Market support: Freight rates remained attractive because Middle East disruptions reduced volumes but increased sailing distances and overall ton-mile demand.

Near-term outlook: Spot markets have softened from their peak, and management expects next quarter’s underlying net result to be lower and closer to the first-quarter level.

Fleet growth: Odfjell took delivery of two vessels on long-term charters, sold one vessel for recycling and ordered four 40,000-deadweight-ton super-segregators in Japan.

Geopolitical risk: Odfjell’s vessels have left the Middle East Gulf safely, but the company is not currently considering transits through the Strait of Hormuz; unrest is also elevated around the Red Sea, Black Sea, Eastern Mediterranean and Somalia.

Shareholder return: The Board approved a dividend of USD 0.52 per share based on adjusted first-half results.

关键财务数据
Time charter earnings
USD 195 million
Average time charter earnings per day
USD 29,486
EBIT
USD 69 million
Net result
USD 53.5 million
Adjusted net result
USD 56 million
Earnings per share
USD 0.68
EBITDA
USD 111.3 million
Cash breakeven per day
USD 21,804
Operating cash flow
USD 81 million
Free cash flow
USD 61 million
Interest-bearing debt
Around USD 738 million
Equity percentage
46%
Carbon intensity (AER)
6.9
Cargo lifted
3.2 million tonnes
Contract coverage
46%
Chemical tanker spot index
Up 24% during the quarter
ODFIX Index
Up 9.8% during the quarter
Terminal occupancy
96%
Terminal throughput
Up 6%
Terminals consolidated EBITDA
USD 10.7 million
Dividend per share
USD 0.52
业绩电话会议录音
其他业绩电话会

管理层

Mr. Laurence Ward Odfjell
Executive Chairman of the Board
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Mr. Harald Fotland
Chief Executive Officer
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Mr. Terje Iversen
Chief Financial Officer
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Mr. Torger Trige
Chief Technical Officer
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Mr. Oistein Jensen
Chief Sustainability Officer
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Mr. Bjørn Hammer
Chief Commercial Officer
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Mr. Adrian Lenning
Managing Director of Terminals
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Mr. Nils Jorgen Selvik
Vice President of Corporate Analysis & Investor Relations
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Anngun Dybsland
Head of Communications
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Ms. Ingjerd Morland Nettestad
Vice President of Corporate Human Resources
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联系方式

地址
VESTLAND
Bergen
Conrad Mohrs veg 29
联系方式
+4755270000
www.odfjell.com