)
Evergreen Marine Corporation (Taiwan) (2603) investor relations material
Evergreen Marine Corporation (Taiwan) Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company profile
Fleet: 242 vessels, 2.04m TEU capacity, 7th globally and 5.9% market share; operations span 101 countries, with 14 owned terminals and 293 offices and agents.
2026 lifting volume: 5m TEU.
H1 financial performance
2026 H1 operating revenue NT$191,672m; gross profit NT$37,371m; operating income NT$28,306m; net income NT$25,033m.
Parent-attributable profit NT$24,337m; EBITDA NT$54,309m, EBITDA margin 28.33% and EPS NT$11.24.
Marine freight generated 92.96% of revenue; ship rental and slottage 1.20%, and others 5.84%.
Operating costs were NT$154,302m; cost mix: port and terminal charges 38%, fuel 22%, connecting expense 10%, ship rental and slottage 2%, and others 28%.
Shipping market outlook
The economic backdrop was described as recovering, with US and European PMI rising and China stabilizing; the focus is on resilience and agility amid unpredictable shifts.
Protracted wars, strategic competition and extreme weather were cited as drivers of higher transportation costs and greater uncertainty for schedules, ports and supply chains.
Fuel represented 22% of operating costs in 2024, 21% in 2025 and 23% in Jan-Aug 2026.
- Revenue and margins reset sharply as shipping earnings normalized from 2022 highs.2603
Q4 2023 - Q1 2025 saw revenue and profit surge over 20% year-over-year, with robust cash flow and margin gains.2603
Q1 2025 - Revenue and profit fell year-over-year amid lower freight rates, but liquidity and investments remain strong.2603
Q2 2026 - Q1 2026 profit fell 69% on lower revenue, but green bond issuance supports fleet upgrades.2603
Q1 2026 - Net profit fell 51% on lower freight rates, but strong equity supports major expansion plans.2603
Q4 2025 - Net profit and revenue fell year-over-year, but liquidity and investment in fleet expansion remained strong.2603
Q3 2025 - First-half 2025 net profit fell to NT$38.3B as revenue held steady and major investments continued.2603
Q2 2025 - Net profit surged 362% year-over-year on strong revenue and strategic expansion.2603
Q2 2024 - Nine-month net profit soared to NT$108.8B on robust revenue and margin gains.2603
Q3 2024
Next Evergreen Marine Corporation (Taiwan) earnings date
Next Evergreen Marine Corporation (Taiwan) earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)