Yangzijiang Shipbuilding
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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.
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Q3 2026 TU earnings summary10 Nov, 2026

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.

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