Q4 2025 Great Eastern Shipping Company Ltd Earnings Call Transcript

May 12, 2025 / 10:30 AM GMT

Release Date Price: ₹912.8 (+4.25%)

Transcript

Key Points

Positve

Great Eastern Shipping Co Ltd (BOM:500620) declared its 13th consecutive quarterly dividend, indicating a consistent return to shareholders.
The company has maintained a strong cash position, allowing it to be net cash positive on a standalone basis.
LPG carrier rates have increased from $35,500 to $43,000, reflecting a positive trend in this segment.
The company has successfully secured short-term contracts for two rigs in India, indicating continued demand for its offshore services.
Great Eastern Shipping Co Ltd (BOM:500620) has a significant portion of its vessel capacity locked in at profitable rates for FY26, providing revenue stability.

Negative

The company experienced a drop in profit compared to the previous year, primarily due to lower tanker earnings.
There was an impairment on three MR product tankers, resulting in a financial impact of nearly 70 crores.
Tanker earnings have significantly decreased, with crude tankers dropping by $22,000 a day and product tankers by about a third.
Fleet values have dropped between 15% and 20% year-on-year, affecting the company's net asset value.
The offshore market sentiment is not very positive, influenced by actions from Saudi Aramco and potential renegotiations or cancellations.

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

GESC.NS - Great Eastern Shipping Company Ltd
Q4 2025 Great Eastern Shipping Company Ltd Earnings Call
May 12, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good evening, ladies and gentlemen.

Thank you for standing by. Welcome to GE Shipping earnings call and declaration of its financial results for the quarter ended March 31st, 2025.

At this moment, all participants are in a listen-only mode. Later we will conduct a question and answer session.

I now hand over the conference to Mr. G. Shiva Kumar, executive director and CFO at the Great Eastern Shipping Company Limited to start the proceedings.

Thank you and over to you, sir.

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Unidentified_2 [2]
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