OSL$HAFN

Hafnia Ltd · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Hafnia posted lower earnings amid drydocking disruptions but maintained profitability and continued strategic investments.

Hafnia Ltd delivered a net income of $63.2M in Q1 2025, down from the previous year, primarily due to 500 off-hire days for vessel maintenance. Despite reduced revenue and earnings, the company remained profitable and distributed $50.6M in dividends.

  • Net income dropped to $63.2M due to drydocking and repair off-hire days.
  • Revenue declined to $340.3M from $521.8M in Q1 2024.
  • Adjusted EBITDA was $125.1M, nearly halved year-over-year.
  • Declared an 80% payout ratio, distributing $50.6M in dividends.

Headline financials

Total Revenue

$340M

No prior period
EPS (adj)

$0.13

No prior period
Net Asset Value

$3.4B

No prior period
Average TCE per Day

$23K

No prior period
Adjusted EBITDA

$125M

No prior period
Payout Ratio

80.0%

No prior period
Net Income

$63.2M

No prior period
Operating Income

$75.5M

No prior period

Revenue & EPS history

Hafnia Ltd · Revenue · Quarterly

$340M

Q1 2025
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Forward guidance

Hafnia expects continued market improvement in Q2 2025, supported by higher coverage rates and stable TCEs, despite anticipated off-hire days due to further drydocking.

Tailwinds

  • 57% of Q2 earning days already covered at $24,839/day
  • Stable to rising TCE rates expected for Q2 to Q4 2025
  • Robust demand supported by US Gulf exports and Asian refining
  • Strategic joint ventures expected to boost operational efficiency
  • Global tanker supply remains constrained due to limited new orders

Headwinds

  • 630 off-hire days expected in Q2 from scheduled maintenance
  • Declining NAV due to vessel value reductions
  • Macroeconomic uncertainty impacting global oil demand
  • Geopolitical tensions may affect routing and freight rates
  • Tariff risks and regulation changes increase fleet ordering hesitation

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 6 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.6%

Avg return

Earnings day

-1.5%

Avg return

5 days after

+109.9%

Avg return

30 days after

75%

6 / 8 earnings

Positive

+5.3%

Q3 2024

Best reaction

-11.4%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+2.6%+3.8%+900.6%
Q3 2025-2.8%-6.7%-17.3%
Q2 2025+3.7%+5.0%+6.7%
Q1 2025+1.8%+4.3%+7.8%
Q4 2024-11.4%-15.8%-14.2%
Q3 2024+5.3%-8.3%-2.1%
Q2 2024+4.2%+1.8%-3.9%
Q1 2024+1.1%+3.7%+1.8%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro