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Yangzijiang Shipbuilding (BS6) investor relations material
Yangzijiang Shipbuilding Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
YTD through 31 Oct 2026, secured 87 vessels worth USD6.98b, 55% above the FY2026 order-win target of USD4.50b.
Record orderbook reached 285 vessels worth USD26.3b, providing revenue visibility to mid-2030; clean-energy vessels were ~67% of total value.
Delivered 47 vessels YTD; 81% of scheduled 2026 deliveries were completed on time, against a full-year target of 58 vessels.
Financial highlights
YTD order wins totaled USD6.98b, surpassing the USD4.50b FY2026 target by 55%.
Outstanding orderbook contract value was USD26.3b as of 31 Oct 2026, versus USD24.4b at 31 Dec 2025.
Outlook and guidance
FY2026 delivery target remains 58 vessels; 47 were delivered YTD, or 81% of scheduled deliveries completed on time.
Priorities include quality execution, ramping up Hongyuan yard capacity, filling remaining 2030 delivery slots, and sustainable shareholder returns.
Full LNG terminal operations are expected in early 2027; the LNG terminal project is scheduled for completion by 1H2027.
- Record profit and revenue growth with strong shipbuilding margins and robust orderbook.BS6
H1 2026 - Record profit and revenue, tripled order wins, and higher dividend highlight robust FY2024.BS6
H2 2024 - Net profit soared 77.2% on record revenue, robust margins, and strong green vessel orders.BS6
H1 2024 - Record net profit and margin in 1H2025, with robust orderbook and strong cash position.BS6
H1 2025 - Record RMB8.6b net profit, 50% dividend payout, and strong orderbook drive future growth.BS6
H2 2025
Next Yangzijiang Shipbuilding earnings date
Next Yangzijiang Shipbuilding earnings date
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