)
Hafnia (HAFNI) investor relations material
Hafnia Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved Q2 2026 net profit of USD 277.8 million (USD 0.56/share), the strongest since Q3 2022, with H1 2026 net profit at USD 457.5 million (USD 0.92/share), supported by USD 39.3 million from vessel sales and USD 8.8 million from fee-based business.
Declared Q2 2026 dividend of USD 250 million (USD 0.5003/share), representing a 90% payout ratio and a 21% annualized yield.
CEO transition announced: Søren Steenberg Jensen to succeed Mikael Skov from September 1, 2026, ensuring continuity in strategy and leadership.
Optimized fleet by selling older vessels and joint venture interests, realizing gains of USD 39.3 million in Q2 and USD 13.3 million in Q3.
Financial highlights
Q2 2026 TCE income: USD 372.9 million; adjusted EBITDA: USD 287.3 million; H1 2026 TCE income: USD 655.4 million; H1 2026 adjusted EBITDA: USD 486.0 million.
Net profit of USD 277.8 million in Q2, up from USD 75.3 million a year ago; H1 net profit totaled USD 457.5 million.
Return on equity for Q2 annualized at up to 50%; return on invested capital at up to 40%.
Cash at bank and on hand: USD 271 million at Q2 2026 end; net LTV reduced to 13.0%.
Dividend for Q2: USD 250 million (USD 0.5003/share), 90% payout ratio.
Outlook and guidance
80% of Q3 2026 earning days covered at USD 30,716/day; 53% of H2 2026 at USD 28,917/day.
Market outlook supported by inventory rebuilding, strong US and Chinese exports, and a smaller clean tanker fleet, but remains volatile due to geopolitical disruptions.
Risks include a large 2027–2029 orderbook, potential return of crude tonnage to clean trades, and oil demand volatility.
Net LTV to be calculated on a fully committed basis from 2027, including newbuild commitments.
- Record Q2 2026 profit, 90% dividend payout, and CEO transition amid volatile tanker markets.HAFNI
Q2 2026 - Net profit nearly tripled as geopolitical disruptions and tight supply drove record earnings.HAFNI
Q1 2026 - Record Q1 profit, high dividends, and strong outlook despite major market disruptions.HAFNI
Q1 2026 - Q4 2025 saw strong profit, high dividends, and strategic moves amid robust but uncertain markets.HAFNI
Q4 2025 - Record Q4 and full-year profits, high shareholder returns, and positive 2026 outlook.HAFNI
Q4 2025 - Record Q3 profit, 90% dividend payout, and $100M buyback highlight strong performance.HAFNI
Q3 2024 - Record Q2 profit, 80% dividend payout, and robust outlook driven by strong tanker market.HAFNI
Q2 2024 - Full-year net profit reached USD 774M, with robust payouts and positive market outlook.HAFNI
Q4 2024 - Q1 2025 profit $63.2M, 80% payout, strong liquidity, positive outlook despite risks.HAFNI
Q1 2025
Next Hafnia earnings date
Next Hafnia earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)