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Investor Relations14 Oct 2025
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Tufton Assets (SHIP) investor relations material
Tufton Assets H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary1 Oct, 2025
Executive summary
Portfolio consisted of 20 vessels at year-end, with two divestments completed at a premium to NAV and a further vessel sold post-year-end at a premium to NAV.
NAV at 30 June 2025 was $352.0m ($1.32/share), down from $451.1m ($1.55/share) in 2024.
Reported a loss of $36.1m for the year (2024: profit of $76.1m), with NAV total return per share at -9.1% (2024: 20.6%).
Capital returned to shareholders totaled $31.5m via compulsory redemption, with $4.0m spent on share buybacks.
Dividend of $0.10/share maintained, with $27.4m paid in dividends (2024: $26.1m).
Financial highlights
Portfolio operating profit was $41.2m, down from $52.0m YoY, mainly due to lower fixed rate charters and weaker bulker market.
Unrealised capital value loss of $77.4m, driven by a $127.7m fall in charter-free values, partially offset by a $50.3m gain in charter value.
NAV total return per share since inception reached 110% (2024: 131%).
Gross operating profit for the year was $50.0m (2024: $62.7m).
Net assets per share at year-end were 131.64 cents (2024: 154.96 cents).
Outlook and guidance
Dividend cover forecast at 1.4x through end of 2026.
Portfolio de-risked by switching chemical tankers to high-yield, fixed-rate charters and extending MR Product Tanker charters.
Management remains cautiously optimistic, expecting medium-term upside in both product tanker and bulker segments.
Geopolitical uncertainty and new US port taxes on Chinese-built vessels are not expected to impact the current fleet.
Quantify the long-term supply impact of tanker sanctions.
Detail the components of unrealised capital value change.
Outline capital allocation strategy for divestment proceeds.
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Next Tufton Assets earnings date
H1 202617 Mar, 2026
Next Tufton Assets earnings date
H1 202617 Mar, 2026
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Frequently asked questions
Tufton Oceanic Assets Ltd is a Guernsey-based closed-ended investment company, focusing on generating income and capital returns for its investors through a diversified portfolio of second-hand commercial sea-going vessels. The company engages in investing in vessels via its subsidiary in Guernsey and special purpose vehicles (SPVs) based in the Isle of Man, with Tufton Investment Management Ltd serving as its investment manager. The company is headquartered in Saint Peter Port, Guernsey, and its shares are listed on the London Stock Exchange.
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