Stolt-Nielsen Ltd (OSL:SNI)
kr 276 -4.5 (-1.6%) Market Cap: 18.33 Bil Enterprise Value: 42.93 Bil PE Ratio: 3.25 PB Ratio: 0.76 GF Score: 77/100
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Half Year 2025 Stolt-Nielsen Ltd Earnings Call Transcript

Jul 3, 2025 / 01:00 PM GMT
Release Date Price: kr280.5 (+7.06%)

Key Points

Positve
  • Stolt-Nielsen Ltd (SOIEF) delivered a strong performance with an EBITDA of $210 million, $2 million higher than the same period last year.
  • Utilization at Stolthaven Terminals continues to trend upwards, achieving a record quarterly operating profit.
  • Stolt Sea Farm maintained higher pricing on biomass, positioning well for the summer peak.
  • The company introduced full-year EBITDA guidance for 2025, expected to be between $740 million and $810 million, reflecting its diversified logistics business model.
  • Stolt-Nielsen Ltd (SOIEF) completed a share buyback program, purchasing 403,000 shares for $8.8 million, effectively using funds for shareholder distributions.
Negative
  • Stolt Tankers' EBITDA fell 16% due to challenging conditions from geopolitical factors and tariff uncertainties.
  • Operating revenue was down nearly 4%, driven by lower spot freight rates in Stolt Tankers.
  • Net profit decreased year over year, influenced by higher interest expenses and additional depreciation.
  • Net debt-to-EBITDA increased to 2.96 times due to higher capital expenditures and dividend payments.
  • The chemical tanker market continues to face uncertainties from trade tariffs and geopolitical volatility, impacting customer sentiment.


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

SNI.OL - Stolt-Nielsen Ltd
Half Year 2025 Stolt-Nielsen Ltd Earnings Call
Jul 03, 2025 / 01:00PM GMT

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Conference Call Participants
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* Alex Ng
Stolt-Nielsen Ltd - Vice President, Corporate Development & Strategy
* Udo Lange
Stolt-Nielsen Ltd - Chief Executive Officer
* Jens Gruner-Hegge
Stolt-Nielsen Ltd - Chief Financial Officer

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Presentation
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Alex Ng, Stolt-Nielsen Ltd - Vice President, Corporate Development & Strategy [1]
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Good afternoon, and welcome to Stolt-Nielsen's earnings call for the second quarter of 2025.

As always, the earnings release and related materials are available on our website. We will also be recording this session and playback will be available on the website from tomorrow.

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