Q4 2025 Torm PLC Earnings Call Transcript

Feb 26, 2026 / 03:00 PM GMT

Release Date Price: $29.18 (+5.19%)

Transcript

Key Points

Positve

TORM PLC (TRMD) reported a strong Q4 performance with a TCE of $251 million, slightly above Q3, supported by firm freight rates.
The company declared a dividend of $0.70 per share, demonstrating a direct translation of higher earnings into shareholder returns.
TORM PLC (TRMD) successfully expanded its fleet by acquiring 8 vessels, which have already appreciated in value, reflecting disciplined capital allocation.
The company achieved fleetwide rates of $28,703 per day, outperforming the broader market.
TORM PLC (TRMD) has secured 70% of its Q1 2026 earnings at an attractive average TCE of $34,926 per day, providing a robust foundation for the year.

Negative

The company's net profit for the year, while strong, did not match the all-time high achieved in 2024.
There is a potential risk of market volatility affecting the full-year outlook and earnings.
The acquisition of additional vessels may become challenging due to rising asset prices.
Geopolitical developments, including sanctions and policy interventions, continue to create uncertainty and inefficiencies in the market.
The EU ban on Russian oil and potential new sanctions could further complicate market dynamics and trading distances.

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

TRMDa.CO - Torm PLC
Q4 2025 Torm PLC Earnings Call
Feb 26, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to the TM Full Year 2025 results conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question, press 1 on your telephone keypad. I would now like to turn the conference over to Jacob Melgard, CEO. You may begin.

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Unidentified_2 [2]
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Thank you and welcome to everyone joining us here today. This morning we released our annual report for 2025 and we are satisfied with the results, which once again reflect our strong execution

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