Q4 2025 Odfjell SE Earnings Call Transcript

Feb 12, 2026 / 09:00 AM GMT

Release Date Price: kr126 (-5.41%)

Transcript

Key Points

Positve

Odfjell SE (STU:O7F) delivered a net result of $38 million for the fourth quarter, despite a slight decrease from the previous quarter.
The company launched the world's first operational green corridor between Brazil and Europe, promoting the use of biofuel in deep-sea shipping.
Odfjell SE (STU:O7F) concluded contracts for two more super segregators, expanding their fleet with deliveries expected in 2028 and 2029.
The board approved a dividend of $0.48 per share based on the net adjusted result for the second half of 2025.
The company reported a strong free cash flow of $68 million for the quarter, significantly up from $42 million in the third quarter.

Negative

Time charter earnings decreased by 3% compared to the third quarter, primarily due to fewer commercial days.
General and administrative expenses increased from $20 million to $23.5 million due to higher legal expenses and year-end adjustments.
The net result from oil field terminals decreased to $1.8 million from $2.6 million in the previous quarter.
The company anticipates a slight reduction in net results for the upcoming quarter.
There was a modest decline in activity in the tank terminal business, with a consolidated EBITDA decrease of $1.3 million compared to the third quarter.

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

ODF.OL - Odfjell SE
Q4 2025 Odfjell SE Earnings Call
Feb 12, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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We are today presenting our 4th quarter results and the preliminary full year results in front of a live audience here in Oslo, and I'm very pleased to welcome our loyal shareholders, the banks. We have the analysts here and also the journalists. A hotly welcome to all of you.

The presentation today follows a traditional agenda. I will take you quickly through the highlights and then my colleague Tavasson will take you through our financial performance, and I will summarize this presentation with an operational review and also a market update and our prospects for the future.

Then turning to the highlights, we are once again very happy that we delivered a quarter where we had no serious incidents in our fleet. We delivered time chart

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