DHT Holdings Inc (MEX:DHTN)

Q4 2025 DHT Holdings Inc Earnings Call Transcript

Feb 5, 2026 / 01:00 PM GMT

Release Date Price: MXN227.48

Transcript

Key Points

Positve

DHT Holdings Inc (DHT) reported strong financial performance with Q4 2025 revenues on a TCE basis of $118 million and adjusted EBITDA of $95 million.
The company achieved a net income of $66 million, equal to $0.41 per share, indicating solid profitability.
DHT Holdings Inc (DHT) has a robust balance sheet with low leverage and strong liquidity, ending the quarter with $189 million in total liquidity.
The company successfully executed a fleet modernization strategy, selling older vessels and acquiring new ones, including the delivery of the first of four new buildings.
DHT Holdings Inc (DHT) maintained a consistent dividend policy, approving a dividend of $0.41 per share for Q4 2025, marking the sixty-fourth consecutive quarterly cash event.

Negative

Vessel operating expenses for the quarter were $17.1 million, which could impact overall profitability.
The average combined TCE for the fleet was $60,300 per day, which may be lower than optimal for maximizing revenue.
There is uncertainty regarding the potential oversupply in the market due to the growing order book, which could affect future freight rates.
The company faces challenges related to the aging global fleet and the need for timely fleet renewal.
Geopolitical volatility and market consolidation could pose risks to DHT Holdings Inc (DHT)'s market positioning and pricing dynamics.

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

DHT.N - DHT Holdings Inc
Q4 2025 DHT Holdings Inc Earnings Call
Feb 05, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Q4 2025 DHT Holdings Inc. Earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press one and one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 1 and 1 again.

Please be advised today's conference is being recorded. I'd now like to hand the conference over to your first speaker today, Leyla Halvorson, CFO. Please go ahead.

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Unidentified_2 [2]

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