SFL Corp Ltd (STU:UG6)

Q3 2025 SFL Corporation Ltd Earnings Call Transcript

Nov 11, 2025 / 03:00 PM GMT

Release Date Price: €7.24 (+9.83%)

Transcript

Key Points

Positve

SFL Corp Ltd (SFL) announced its eighty-seventh consecutive dividend, highlighting its commitment to shareholder returns.
The company reported strong financial performance with revenues of $178 million and an EBITDA equivalent cash flow of $113 million for the third quarter.
SFL Corp Ltd (SFL) has secured long-term charters for its vessels, adding approximately $225 million to its charter backlog from 2026 onwards.
The company has made significant investments in fleet renewal and fuel efficiency, including the sale of older vessels and upgrades to LNG fuel capabilities.
SFL Corp Ltd (SFL) maintains a strong liquidity position with $278 million in cash and cash equivalents, supporting future growth opportunities.

Negative

The drilling rig Hercules remained idle during the third quarter, with uncertainty around securing new employment.
The company faces risks and uncertainties in the shipping and offshore markets, which could impact future performance.
SFL Corp Ltd (SFL) experienced a collision involving its car carrier SFL Composer, resulting in repair costs and downtime.
The tanker segment saw a decrease in contribution due to divestments and the current market conditions.
There is uncertainty regarding the timing and potential impact of geopolitical factors, such as the situation in the Red Sea, on shipping operations.

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

SFL.N - SFL Corporation Ltd
Q3 2025 SFL Corporation Ltd Earnings Call
Nov 11, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to SFL's 3rd quarter 2025 conference call. My name is Esmeelsson, and I'm Vice President of Investor relations in SFL. Our CEO Yi Akako will start the call with an overview of the 3rd quarter highlights. Then, our Chief Operating Officer, Tim Shirley, will comment on vessel performance matters, followed by our CFO Axi Uderson, who will take us through the financials. The conference call will be concluded by opening up for questions, and I will explain the procedure to do so prior to the Q&A session.

Before we begin our presentation, I would like to note that this conference call will contain forward-looking statements within the meaning of the US Private Securities Litigation Reform Act of 1,995. Words such as expects

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