Slide 1: Singamas Container Holdings Limited 2025 Annual Results Announcement
Singamas Container Holdings Limited (Incorporated in HK with Limited Liability) (HKEx stock code: 00716) 2025 Annual Results Announcement 26 March 2026 www.singamas.com 1
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
Slide 3: Agenda
Agenda 1. Corporate Profile 2. Industry Dynamics 3. Financial Review 4. Business Review 5. Appendices a. Consolidated Income Statement b. Manufacturing Facilities c. Container Depot / Terminals 3
Slide 4: Corporate Profile
SINGAMAS
Slide 5: Business Overview
Business Overview MANUFACTURING LEASING LOGISTICS & DEPOTS ➢ Manufactures a wide range of products ➢ Approximately 180,000 TEUs of leasing ➢ Operates 8 Container Depots at the containers major ports in China2 ➢ 5 Factories in Shanghai, Xiamen and Huizhou, China ➢ Provides Standard 20’ & 40’ Containe
Slide 6: Manufacturing – Plants Upgrade
Manufacturing – Plants Upgrade Huizhou Plant Shanghai Plant • Aimed to boosts production capacity of Energy • Expanded production line for customised containers, Storage System (“ESS”) containers such as Battery Energy Storage System (“BESS”) and AI Data Center(“AIDC”) containers • Equipped with adv
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
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 Tank Flat Rack Bulk (Food) Containers Containers Containers Platform Open
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
Slide 10: Manufacturing - Energy Storage System (ESS) Container
Manufacturing - Energy Storage System (“ESS”) Container What is ESS Container ? For illustration purpose only What benefits ESS 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 energ
Slide 11: Green Tenaga – Battery Energy Storage System (BESS) Solutions
Green Tenaga – Battery Energy Storage System (“BESS”) Solutions Green Tenaga is: • Singamas’ wholly-owned subsidiary incorporated in Singapore. • dedicated to accelerating the journey towards net-zero emissions and carbon neutrality by offering cutting-edge, innovative, and sustainable BESS solution
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
Slide 13: Logistics Services – Overview and Strategy
Logistics Services – Overview and Strategy Leasing Clients ➢ Singamas is a Major Operator of 8 Container Depots in China with over 30 years of Industry Experience: • Network with key port operators in DSIC China • Customer Relationships with global major shipping companies and leasing Reefer Clients
Slide 14: Industry Dynamics
SINGAMAS
Slide 15: Container Manufacturing
Container Manufacturing Production Trends Pricing Trends • Worldwide production in 2025 was much higher than • Newbuild prices fell sharply in 4Q25, with some transactions expected, with 6.5 million TEU delivered. being concluded towards the end of the year at very low prices • Output is forecast to
Slide 16: Container Leasing
Container Leasing Long Team Lease Rates (LTL) ➢ LTLs for all standard dry freight containers fell sharply in 4Q25. ➢ All LTLs are anticipated to drop in 2027 and then recover marginally. They will then stabilise over the rest of the forecast period: 2025: – $0.46/day for 20ft dry containers – $0.73/
Slide 17: Container Industry Dynamics – Dry Freight Container
Container Industry Dynamics – Dry Freight Container Singamas Dry Freight Production ➢ Despite better-than-expected global trade volumes and ongoing new container vessel orders, US tariffs and trade policies continued to create market uncertainty, leading to softer container demand in the second half
Slide 18: Financial Review
SINGAMAS
Slide 19: Consolidated Revenue
Consolidated Revenue US$’M 1,000 1,151.8 500 776.0 -17% 582.8 481.5 382.5 0 2021 2022 2023 2024 2025 For the year ended 31 December ➢ Singamas recorded consolidated revenue of US$481.5 million in FY2025, a decrease of 17% over the revenue of US$582.8 million in FY2024. 19
Slide 20: Consolidated Net Profit
Consolidated Net Profit US$’M 200 180 160 140 120 100 80 60 40 20 -49% 186.8 46.3 19.4 34.1 17.4 0 2021 2022 2023 2024 2025 For the year ended 31 December ➢ Consolidated net profit attributable to owners of the Company was US$17.4 million (2024: US$34.1 million), including fair value loss on investm
Slide 21: Basic Earnings per Share
Basic Earnings per Share US cents 8 7 6 5 4 3 2 1 -49% 7.73 1.92 0.82 1.43 0.73 0 2021 2022 2023 2024 2025 For the year ended 31 December ➢ Basic earnings per share was US0.73 cent, compared with US1.43 cents in FY2024. 21
Slide 22: Net Asset Value per Share
Net Asset Value per Share US cents 30 25 -0.72% 20 15 27.98 25.01 23.16 23.47 23.30 10 5 0 2021 2022 2023 2024 2025 As at 31 December ➢ Net asset value per share was US23.47 cents as at 31 December 2024, compared to US23.30 cents as at 31 December 2025. 22
Slide 23: Dividends
Dividends HK$ Payout Ratio 0.5 400% 344% 0.45 350% 0.4 Special Dividend for Singamas’ 300% 0.35 35th Anniversary 0.25 250% 0.3 0.25 200% 0.2 150% 0.15 72% 88% 71% 0.17 100% 0.1 0.18 40% 50% 0.05 0.08 0.06 0.05 0.05 0 0% 2021 2022 2023 2024 2025 Dividend Special Dividend Payout Ratio For the year end
Slide 24: Business Review
SINGAMAS
Slide 25: Manufacturing & Leasing Business – Revenue and Profit Analysis
Manufacturing & Leasing Business – Revenue and Profit Analysis Revenue Profit Before Taxation US$’M US$’M 600 50 500 40 400 -19% 30 300 553.6 44.5 447.8 20 200 355.0 -59% 100 10 19.5 18.1 0 0 2023 2024 2025 2023 2024 2025 For the year ended 31 December ➢ Manufacturing and leasing segment achieved re
Slide 26: 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 year 2024 2025 4.0% 1.0% 4.0% ended 31 December 0.7% Dry freight (TEU) 216,205 147,906 16.5% ISO Special (TEU) 2,557 3,599 33.0% 5.3% 2024 2025 Tank (TEU) 1,731 75
Slide 27: Leasing – Finance Lease and Operating Lease
Leasing – Finance Lease and Operating Lease Finance Lease Interest Income Operating Lease Income US$’000 US$’000 4,500 16,000 4,000 14,000 3,500 12,000 3,000 10,000 2,500 47% 8,000 15,567 2,000 4,149 6,000 1,500 2,832 176% 4,000 1,000 5,650 2,000 500 1,102 1,687 0 0 2023 2024 2025 2023 2024 2025 For
Slide 28: Logistics Services Business – Revenue and Profit Analysis
Logistics Services Business – Revenue and Profit Analysis Revenue Profit Before Taxation US$’M US$’M 40 9 8 3% 30 7 16% 6 5 20 8.5 8.7 33.8 4 8.1 27.5 29.2 3 10 2 1 0 0 2023 2024 2025 2023 2024 2025 For the year ended 31 December ➢ Segment revenue amounted to US$33.8 million (2024: US$29.2 million).
Slide 29: Marketing and Operating Strategies
Marketing and Operating Strategies Expand New Markets and Strengthen Sales Network ➢ Due to mixed political and tariff issues among the US and other countries, especially after the outbreak of the Middle East War: • many carriers once again are opting to avoid the Strait of Hormuz and the Suez Canal
Slide 30: Appendices
SINGAMAS
Slide 31: Consolidated Income Statement
Consolidated Income Statement For the year ended 31 December 2025 2024 US$’000 US$’000 Revenue 481,544 582,804 Cost of sales (410,701) (490,018) Gross profit 70,843 92,786 Other income 11,916 17,370 Distribution expenses (13,235) (21,269) Administrative expenses (37,088) (39,476) Finance costs (1,22
Slide 32: 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 18,200 units of various customised containers. Annual No. Factories Area (m2) Description capacity Shang
Slide 33: Container Depot / Terminals
Container Depot / Terminals ➢ Singamas operates 8 container depots in key coastal regions in China. Average Repair Storage Allocated Turnaround Capacity per No. Depots Area (m2) Capacity Repair Area DSIC Time of Truck Day (TEU) (m2) (minute) (unit) Dalian Singamas International Container Co. Ltd. 1
Slide 34: Thank You
THANK YOU Singamas’ WeChat Investor Relations Mini-Program Singamas’ WeChat Official Account 34