Dynagas Lng Partners Lp · NYSE:DLNG
Dynagas Lng Partners Lp — Q2 2025 Earnings Presentation
12 slides from Dynagas Lng Partners Lp's earnings presentation, Sep 8, 2025
Slide 1: Q2 2025 Financial Results Presentation
Q2 2025 Financial Results Presentation 08 September, 2025
Slide 2: Forward Looking Statements and Disclaimer
Forward Looking Statements and Disclaimer This presentation contains certain statements that may be deemed to be “forward-looking statements” within the meaning of applicable federal securities laws. All statements included in this presentation which are not historical or current facts (including ou
Slide 3: Forward Looking Statements and Disclaimer
Forward Looking Statements and Disclaimer borrowings and to access debt and equity markets; planned capital expenditures and availability of capital resources to fund capital expenditures; our ability to maintain long-term relationships with major LNG traders; our ability to leverage our Sponsor’s r
Slide 4: Highlights
Highlights Returning Capital to Common Unitholders Declared a distribution to common unitholders for the second quarter of $0.049 per common unit which was paid on August 29th. Since inception of common unit buy-back program repurchased 271,303 common units at an average price of $3.79 per common un
Slide 5: Financial Summary q2 2025
Financial Summary q2 2025 Quarter Highlights ▪ Increase in Adjusted Net Income, relative to q2 2024, primarily due to the In USD thousands, except TCE q2 2025 q1 2025 q2 2024 decrease in interest and finance costs, which was counterbalanced by the Voyage Revenues 38,613 39,107 37,615 increase of the
Slide 6: Cash Flow Generation and Capital Structure
Cash Flow Generation and Capital Structure ($) thousands $120,000 ($) millions $100,000 $27,687 $1,721 -$5,098 $80,000 -$11,042 $77,856 $69,976 -$4,830 -$558 $301 $373 $60,000 $40,000 $73 $20,000 Senior Secured Debt Series A Preferred Units $0 Common Book Equity Increase in cash of $7.9m for the qua
Slide 7: Debt Highlights
Debt Highlights ▪ Debt Outstanding: $301m on four LNG carriers, with two vessels debt-free. NET DEBT / EBITDA 4.0 ▪ Financial leverage metrics continue to strengthen with $422m in debt paid since end 2018. 3.5 3.0 ▪ Current lease financing with amortization of $44m per year further 2.5 de-risking th
Slide 8: Fleet Profile
Fleet Profile Fleet ◼ 6 LNG carriers ◼ 914,100 cbm (149,700 cbm for steam turbine LNG fleet, 155,000 cbm for the tri-fuel diesel Total cbm capacity engine LNG fleet (TFDE’s)) Fleet average age ◼ ~15.1 years(1) Average remaining charter ◼ ~5.4 years(1)(2) duration ◼ Equinor (Norway), SEFE Marketing &
Slide 9: Fleet Employment Overview
Fleet Employment Overview Firm charter period Optional charter period Available All 6 Vessels are Leveraging on 100%, 100%, 100% and Total estimated contract Contracts for Yenisei fixed on term innovative technical 64% contracted fleet backlog of approximately River and Lena River Key Commercial con
Slide 10: Appendix
Appendix 9
Slide 11: Reconciliation of Net Income to Adjusted Net Income
Reconciliation of Net Income to Adjusted Net Income, Common Unitholders’ Interest in Adjusted Net Income and Adjusted Earnings per common unit Three Months Ended Six Months Ended June June 30, 30, (In thousands of U.S. dollars except for units and per unit data) 2025 2024 2025 2024 (unaudited) (unau
Slide 12: Reconciliation of Net income to Adjusted EBITDA
Reconciliation of Net income to Adjusted EBITDA Three Months Ended Six Months Ended June 30, June 30, (In thousands of U.S. dollars) 2025 2024 2025 2024 (unaudited) (unaudited) Net income $ 13,709 $ 10,708 $ 27,279 $ 22,458 Net interest and finance costs (1) 5,230 8,182 10,096 16,837 Depreciation 7,