OSL$HAFN

Hafnia Ltd · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Hafnia reported a profitable second quarter, though results declined versus last year due to lower vessel values and scheduled off-hire days.

Hafnia posted solid earnings in Q2 2025 with a net income of $75.3M and strong TCE income despite lower NAV and fewer operating days due to scheduled drydocking.

  • Net income for Q2 2025 was $75.3 million, impacted by scheduled vessel drydocking.
  • TCE income reached $231.2 million with average earnings of $24,452 per day.
  • Adjusted EBITDA declined to $134.2 million from $317.1 million a year ago.
  • Net asset value fell to $3.3 billion, mainly due to decreased vessel valuations.

Headline financials

Total Revenue

$347M

No prior period
EPS (adj)

$0.15

No prior period
Net Income

$75.3M

No prior period
Operating Income

$78M

No prior period

Revenue & EPS history

Hafnia Ltd · Revenue · Quarterly

$347M

Q2 2025
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Forward guidance

Management expects strong performance to continue into Q3 2025 driven by robust demand and favorable market conditions.

Tailwinds

  • 75% of Q3 2025 earning days already covered at $25,395/day.
  • Refining margins and trade volumes remain strong.
  • OPEC production increases supporting tanker demand.
  • New joint venture operations initiated in Q2.
  • Strong liquidity following $715M credit facility.

Headwinds

  • 510 off-hire days expected in Q3 from scheduled drydockings.
  • Vessel values declined impacting NAV.
  • Market still awaiting meaningful vessel scrapping.
  • Geopolitical tensions and sanctions could disrupt trade routes.
  • Aging fleet may pressure operating efficiency in future.

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 Q2 2025

Historical avgQ2 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

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