OSL$HAFN

Hafnia Ltd · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

Hafnia reported a solid third quarter with continued profitability despite lower earnings compared to last year.

Hafnia Limited posted a net income of $91.5M in Q3 2025 with strong TCE income and adjusted EBITDA, despite reduced fleet utilization due to unexpected drydock delays.

  • Net income reached $91.5 million for the quarter.
  • TCE income was $247 million, averaging $26,040 per day.
  • Adjusted EBITDA came in at $150.5 million.
  • Approximately 740 off-hire days impacted earnings due to drydock delays.

Headline financials

Total Revenue

$367M

Previous: $720M-49.1%
EPS (adj)

$0.18

Previous: $0.42-57.1%
Net Asset Value

$3.4B

No prior period
Average TCE per Day

$26K

No prior period
Adjusted EBITDA

$151M

No prior period
Payout Ratio

80.0%

No prior period
Net Income

$91.5M

No prior period
Operating Income

$92.2M

No prior period

Revenue & EPS history

Hafnia Ltd · Revenue · Quarterly

$367M

Q3 2025-49.1%vs Q3 2024
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Forward guidance

Hafnia expects a strong winter season in the product tanker market with supportive fundamentals and easing geopolitical risks.

Tailwinds

  • 71% of Q4 earning days covered at $25,610/day
  • Improved refining margins supporting demand
  • Expected decrease in off-hire days to ~440 in Q4
  • Seasonal demand expected to boost tonne-mile activity
  • Stable vessel market values and low net LTV at 20.5%

Headwinds

  • Reduced TCE income compared to Q3 2024
  • Delays in drydocking increased off-hire days by 230 days
  • Global uncertainty from ongoing conflicts remains
  • Fleet utilization impacted by special recoating operations
  • Geopolitical fragmentation continues to disrupt trade flows

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 Q3 2025

Historical avgQ3 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%

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