Singamas Container Holdings Limited · HKEX:716

Singamas Container — H1 2026 Earnings Presentation

35 slides from Singamas Container's earnings presentation, Aug 25, 2026

  1. Slide 1: Singamas Container Holdings Limited 2026 Interim Results Announcement

    Singamas Container Holdings Limited (Incorporated in HK with Limited Liability) HKEx stock code: 00716 2026 Interim Results Announcement 25 August 2026 www.singamas.com 1 1 Singamas Container Holdings Limited | 2026 Interim Results

  2. Slide 2: Disclaimer

    Disclaimer The information contained in this presentation is for information purposes only and does not constitute an offer or invitation to sell or the solicitation of an offer or invitation to purchase or subscribe for any ordinary shares (“Shares”) or rights to purchase Shares in Singamas Contain

  3. Slide 3: Agenda

    Agenda 1. 1 Corporate Profile 2. 2 Industry Dynamics 3. 3 Financial Review 4. 4 Business Review 5. 5 ESG Awards 6. 6 Appendices a. Consolidated Income Statement b. Manufacturing Facilities c. Container Depot / Terminals 3 Singamas Container Holdings Limited | 2026 Interim Results

  4. Slide 4: Corporate Profile

    CORPORATE PROFILE 4 4 Singamas Container Holdings Limited | 2026 Interim Results

  5. Slide 5: Business Overview

    Business Overview MANUFACTURING LEASING LOGISTICS & DEPOTS ➢ Manufactures a wide range of products ➢ Approximately 210,000 TEUs of leasing ➢ Operates 8 Container Depots at the major ➢ 5 Factories in Shanghai, Xiamen and Huizhou, China containers ports in China2 ➢ Provides Standard 20’ & 40’ Containe

  6. Slide 6: Manufacturing – Plant Upgrade

    Manufacturing – Plant Upgrade Huizhou Plant To address the rapid growth in new energy Fully utilized existing factory premises, Capable of manufacturing new container production capacity and to proactively it has successfully established a full- energy containers up to 20- align with subsequent inte

  7. Slide 7: Manufacturing – Dry Freight Containers

    Manufacturing – Dry Freight Containers ➢ Dry Freight Container is the major product of Singamas over the years, these are essential components of transportation logistics, serving as standardized units for the efficient movement of goods across various modes of transport. They conform to ISO standar

  8. Slide 8: Manufacturing – ISO Specialised Containers

    Manufacturing – ISO Specialised Containers ➢ ISO specialised containers are mainly for marine transportation, including ISO tanks, open top & open sides containers, flat racks, bulk containers, etc. ISO Specialised Containers Flat Rack Tank Containers Bulk (Food) Containers Containers Platform Open

  9. Slide 9: Manufacturing - Customised Containers

    Manufacturing - Customised Containers ➢ Singamas cooperates with customers to develop tailor-made container designs and offer container solutions. ➢ Our customers come from various sectors, including energy, environmental protection, telecommunication, information technology, data network infrastruc

  10. Slide 10: Manufacturing - Energy Storage System Container

    Manufacturing - Energy Storage System Container What is ESS Container ? For illustration purpose only What benefits of ESS container brings? ➢ enables user to use electricity at a lower price ➢ ensures the stability and continuity of new energy power generation ➢ provide a convenient option for new

  11. Slide 11: Green Tenaga – Battery Energy Storage System Solutions

    Green Tenaga – Battery Energy Storage System Solutions Singamas’ wholly-owned dedicated to accelerating the journey a pivotal element in Singamas’ subsidiary incorporated in towards net-zero emissions and carbon commitment to a sustainable Singapore neutrality by offering cutting-edge, future, repre

  12. Slide 12: Leasing

    Leasing Background and Development We are committed to providing one-stop Teamwill International Limited (“Teamwill”) is container leasing services. We deliver new Singamas’ wholly-owned subsidiary which operates containers from our factories to various ports in global container trading and leasing

  13. Slide 13: Logistics Services – Overview and Strategy

    Logistics Services – Overview and Strategy Leasing Clients ➢ Singamas is a Major Container Depots Operator in China with over 30 years of Industry Experience: • Network with key port operators in China DSIC • Customer Relationships with global major shipping companies and leasing Reefer Clients comp

  14. Slide 14: Industry Dynamics

    INDUSTRY DYNAMICS 14 4 Singamas Container Holdings Limited | 2026 Interim Results

  15. Slide 15: Dry Freight Container Manufacturing

    Dry Freight Container Manufacturing Production Trends Pricing Trends ▪ Drewry has substantially upgraded its FY2026 dry freight production forecast from 4.55 million TEU to 6.45 million TEU. ▪ New-build dry freight container prices rebounded in 1H2026, driven ▪ The elevated production levels were dr

  16. Slide 16: Container Industry Dynamics – Dry Freight Container

    Container Industry Dynamics – Dry Freight Container Dry Freight Production 2006 – 1H2026 20ft. Dry Freight Container ASP vs. Average Steel Cost Per Ton2 ASP Steel Cost/ Ton US$ US$ 900 3500 ⚫ 1H2026 ASP of 20ft dry freight container decreased to 800 US$1,613 (1H2025: US$1,845), 12.57% lower than 300

  17. Slide 17: Financial Review

    FINANCIAL REVIEW 17 4 Singamas Container Holdings Limited | 2026 Interim Results

  18. Slide 18: Consolidated Revenue

    Consolidated Revenue US$’M 500 450 400 350 300 250 472.4 200 -23% 150 242.9 251.6 193.8 100 189.4 50 0 1H2022 1H2023 1H2024 1H2025 1H2026 ➢ Singamas recorded consolidated revenue of US$193.8 million in 1H2026, a decrease of 23% over the revenue of US$251.6 million in 1H2025. 18 Singamas Container Ho

  19. Slide 19: Consolidated Net Profit

    Consolidated Net Profit US$’M 40 30 20 10 -57% 38.0 9.8 17.2 13.4 5.8 0 1H2022 1H2023 1H2024 1H2025 1H2026 ➢ Consolidated net profit attributable to owners of the Company contracted by 57% to US$5.8 million (1H2025: US$13.4 million). 19 Singamas Container Holdings Limited | 2026 Interim Results

  20. Slide 20: Basic Earnings per Share

    Basic Earnings per Share US cents 1.6 1.4 1.2 1 0.8 0.6 0.4 0.2 -55% 1.57 0.41 0.72 0.56 0.25 0 1H2022 1H2023 1H2024 1H2025 1H2026 ➢ Basic earnings per share was US0.25 cent, compared with US0.56 cent in 1H2025. 20 Singamas Container Holdings Limited | 2026 Interim Results

  21. Slide 21: Net Asset Value per Share

    Net Asset Value per Share US cents 30 25 +0.2% 20 15 25.01 23.47 23.16 23.30 23.35 10 5 0 2022 2023 2024 2025 1H2026 As at 31 Dec As at 31 Dec As at 31 Dec As at 31 Dec As at 30 Jun ➢ Net asset value per share increased from US 23.30 cents as at 31 December 2025 to US23.35 cents as at 30 June 2026.

  22. Slide 22: Dividends

    Dividends HK$ Payout Ratio 0.25 400% 344% Special Dividend for 35th Anniversary 350% 0.2 300% 250% 0.15 0.17 Special Dividend 200% Dividend 0.1 Payout Ratio 150% 88% 100% 72% 79% 0.05 40% 0.08 0.06 50% 0.05 0.05 0.015 0 0% 2022 2023 2024 2025 2026 For the year ended 31 December For the half year end

  23. Slide 23: Business Review

    BUSINESS REVIEW 23 4 Singamas Container Holdings Limited | 2026 Interim Results

  24. Slide 24: Manufacturing & Leasing Business – Revenue and Profit Analysis

    Manufacturing & Leasing Business – Revenue and Profit Analysis Revenue Profit Before Taxation US$’M US$’M 20 200 -25% 10 228.7 236.2 18.2 100 15.8 178.3 -70% 4.8 0 0 1H2024 1H2025 1H2026 1H2024 1H2025 1H2026 ➢ Manufacturing and leasing segment generated US$178,278,000 in revenue (1H2025:US$236,237,0

  25. Slide 25: Manufacturing & Leasing Business – Sales Volume and Sales Revenue Breakdown

    Manufacturing & Leasing Business – Sales Volume and Sales Revenue Breakdown Sales Volume (By Unit) Revenue Breakdown (By Amount) For the six months 2025 2026 11.0% ended 30 June 1.0% 6.4% 1.1% 36.4% Dry freight (TEU) 82,586 41,864 ISO Special (TEU) 1,541 1,207 26.6% 1H2025 1H2026 Tank (TEU) 599 107

  26. Slide 26: Leasing – Finance Lease and Operating Lease

    Leasing – Finance Lease and Operating Lease Finance Lease Interest Income Operating Lease Income US$’000 US$’000 2,500 9,000 2,000 8,000 +18% 7,000 -16% 1,500 6,000 5,000 9,285 1,000 2,119 4,000 7,850 1,788 3,000 500 968 2,000 1,000 1,895 0 0 1H2024 1H2025 1H2026 1H2024 1H2025 1H2026 ➢ Finance lease

  27. Slide 27: Logistics Services Business – Revenue and Profit Analysis

    Logistics Services Business – Revenue and Profit Analysis Revenue Profit Before Taxation US$’M US$’M 5 15 +1% -8% 4 10 3 15.4 15.5 4.7 14.1 4.4 4.4 5 2 0 1 1H2024 1H2025 1H2026 1H2024 1H2025 1H2026 ➢ Segment revenue amounted to US$15,536,000 (1H2025: US$15,390,000). ➢ Profit before taxation and non-

  28. Slide 28: Marketing and Operating Strategies

    Marketing and Operating Strategies Navigating Uncertainty and Capturing Growth Opportunities ➢ Looking ahead to 2H2026, the Group expects the operating environment to remain shaped by geopolitical uncertainties, evolving trade policies, and shifting global energy dynamics. While some supply chain di

  29. Slide 29: ESG Awards

    ESG AWARDS 29 4 Singamas Container Holdings Limited | 2026 Interim Results

  30. Slide 30: ESG Awards

    ESG Awards ESG Green Development and Carbon The 12th HKIRA Investor Relations Awards Neutrality Grand Award Best ESG (E) Award (Small Cap) Outstanding Green Application Award ▪ Marks a significant achievement for Singamas in environmental ▪ Singamas has won the ESG Green Development and Carbon respo

  31. Slide 31: Appendices

    APPENDICES 31 4 Singamas Container Holdings Limited | 2026 Interim Results

  32. Slide 32: Consolidated Income Statement

    Consolidated Income Statement For the six months ended 30 June 2026 2025 US$’000 US$’000 Revenue 193,814 251,627 Cost of sales (162,669) (213,520) Gross profit 31,145 38,107 Other income 5,936 6,346 Distribution expenses (4,752) (6,022) Administrative expenses (19,554) (17,531) Finance costs (3,121)

  33. Slide 33: Manufacturing Facilities

    Manufacturing Facilities ➢ Singamas has five manufacturing facilities in China with total annual capacity of 270,000 TEUs of dry and ISO specialised containers, 3,000 units of tank containers and 19,000 units of various customised containers. Annual No. Factories Area (m2) Description capacity Shang

  34. Slide 34: Container Depot / Terminals

    Container Depot / Terminals ➢ Singamas operates 8 container depots in key coastal regions in China. Average Storage Allocated Repair Capacity Turnaround Time No. Depots Area (m2) Capacity of Truck Repair Area per Day (TEU) (m2) (unit) (minute) DSIC 1 Dalian Singamas International Container Co. Ltd.

  35. Slide 35: Thank You

    THANK YOU Singamas’ WeChat Singamas’ WeChat Investor Relations Official Account Mini-Program 35 9 Singamas Container Holdings Limited | 2026 Interim Results

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