Klaveness Combination Carriers ASA (FRA:36K)

Q1 2026 Klaveness Combination Carriers ASA Earnings Call Transcript

Apr 28, 2026 / 07:00 AM GMT

Release Date Price: €9.16 (+4.45%)

Transcript

Key Points

Positve

Klaveness Combination Carriers ASA (STU:36K) reported an increase in earnings per day to $33,432, surpassing their guidance range.
EBITDA rose to $29.3 million, marking an increase of $6.7 million compared to the previous quarter.
The company declared a dividend of $0.25 per share, totaling approximately $15 million for the quarter.
The first carbon 3 newbuild delivered in February performed above expectations, indicating promising future performance.
The company has a strong contract backlog, providing stability amidst market uncertainties.

Negative

The geopolitical situation in the Middle East has impacted operations, with the Banastar vessel stuck and affecting crew and logistics.
There are potential risks to the carbon business due to disruptions in the Middle East affecting the aluminum industry.
The closure of the Strait of Hormuz has led to increased ballasting and reduced combination trading capacity.
Higher fuel prices have negatively impacted delivery premiums, affecting overall costs.
The dry dock schedule has been moved earlier, potentially impacting earnings and dividend capacity in upcoming quarters.

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

KCCK.OL - Klaveness Combination Carriers ASA
Q1 2026 Klaveness Combination Carriers ASA Earnings Call
Apr 28, 2026 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Klavinis Combination Carriers Q1 2026 financial results presentation.

So today's agenda will be walked through by Engebrett Dahm, CEO and Lieb DNS Deputy CEO and CFO. So in a few moments, Engebrett will start and he will walk us through the highlights.

A business update, following which we'll hear from Liv, who will give us the financial performance as well as the sustainability performance for the quarter.

Finally, Engenbrett will then return and he will take us through a summary and a look into the outlook going forward. As usual, we are happy to hear from you with your questions. So if you see in your viewing window there on the right hand side

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