Odfjell SE (OSL:ODF)

kr 120.4 +1.4 (+1.18%) Market Cap: 9.49 Bil Enterprise Value: 19.67 Bil PE Ratio: 3.67 PB Ratio: 0.98 GF Score: 71/100

Q1 2025 Odfjell SE Earnings Call Transcript

May 8, 2025 / 07:00 AM GMT

Release Date Price: kr92.4 (-5.42%)

Transcript

Key Points

Positve

Odfjell SE (FRA:O7F1) maintained high operational efficiency and safety with no significant incidents during the quarter.
The company achieved a new record low in carbon intensity, demonstrating progress in sustainability efforts.
Odfjell SE (FRA:O7F1) completed a near carbon-neutral transatlantic voyage using suction sails and biofuel.
The company secured two new contracts for vessels to be delivered on long-term charter, expanding its order book to 20 vessels.
Terminals performed well with an average commercial occupancy rate of 95.8%, indicating strong operational performance.

Negative

Time charter earnings decreased to $168 million, down from $183 million in the previous quarter.
The company experienced a 4% decline in time charter earnings per day due to reduced spot freight rates.
Net results fell to $34 million, adjusted to $33 million, compared to $53 million in the previous quarter.
Operating cash flow decreased to $60.4 million from $89.5 million in the fourth quarter.
The market outlook is uncertain due to proposed US tariffs, impacting customer sentiment and trade flows.

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

ODF.OL - Odfjell SE
Q1 2025 Odfjell SE Earnings Call
May 08, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to the presentation of Oddhell's results for the first quarter of 2025.

This presentation will follow a standard agenda. I will take you through the highlights and our CFO Tai Evason will present the financials, and then I will conclude this presentation with an operational review and a market update and prospects going forward. So turning to the highlights.

We continued our strong performance on safety with high operational efficiency and no significant incidents during the quarter. All our safety and operational KPIs were were well within the requirements that we have defined. We delivered a resilient financial results in the first quarter in a market that is characterized by increased uncertainty due

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