Q3 2025 DFDS A/S Earnings Call Transcript

Nov 6, 2025 / 09:00 AM GMT

Release Date Price: kr97.65

Transcript

Key Points

Positve

DFDS AS (DFDDF) reported growth in revenue driven by inorganic additions and slight positive growth in passenger revenue from existing business channels.
The company has launched a new Mediterranean pricing model, which has started to raise rates, indicating a positive trend.
DFDS AS (DFDDF) has committed to the Science-Based Targets initiative, aiming to reduce emissions and enhance sustainability.
The logistics boost projects are on track, with seven out of eight projects achieving break-even or better results.
The company has implemented a cost reduction program expected to have a significant positive impact in 2026.

Negative

DFDS AS (DFDDF) faces challenges in the Turkey and Europe South turnaround, progressing slower than expected.
The company has experienced intensified competition in the Mediterranean and Turkey-Europe markets, impacting pricing and volumes.
There is a negative adjusted cash flow for the quarter, driven by high season passenger reversal of prepayments and yearly ETS payments.
The company has lowered its outlook for Q4 due to uncertainties in the Mediterranean network and Turkey-Europe operations.
DFDS AS (DFDDF) is undergoing a CEO transition, which may add to the uncertainty and impact strategic continuity.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DFDS.CO - DFDS A/S
Q3 2025 DFDS A/S Earnings Call
Nov 06, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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It.

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Unidentified_2 [2]
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Ladies and gentlemen, welcome to the DFDSQ 3 report 2025 conference call. I am Healy, the Corus call operator.

I would like to remind you that all participants will be in listen-only mode and the conference is being recorded. The presentation will be followed by a Q&A session. You can register for questions at any time by pressing and 1 on your telephone. For operator assistance, please press 0. The conference must not be recorded for publication or broadcast.

At this time it's my pleasure to hand over to Torben Carlson, CEO.

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