Odfjell Se Class A · OSL:ODF
Odfjell Se Class A — Pareto Securities Energy Conference 2026
9 slides from Odfjell Se Class A's conference presentation, September 2026
Slide 1: Powering global chemical logistics
Powering global chemical logistics Harald Fotland CEO Klikk for å redigere tekststiler i malen Pareto Securities Energy Conference 2026
Slide 2: Odfjell: Powering global chemical logistics
Odfjell: Powering global chemical logistics We ship and store hundreds of chemicals and liquids; building blocks for nearly all industrial processes worldwide Chemicals provide the foundation for our business At the heart of global trade ~96% of manufactured goods rely on chemicals Odfjell Tankers O
Slide 3: Odfjell: Essential for global industrial production
Odfjell: Essential for global industrial production A solid commercial foundation and a vital partner in markets across the world Highly complex commercial operations create entry barriers, while the diversified product and customer base contribute to low er volatility Stable volumes with CoA share
Slide 4: Odfjell continues to deliver solid financial performance
Odfjell continues to deliver solid financial performance We have shown resilience and adaptability in shifting markets, utilizing our robust business platform Odfjell Tankers TCE per day vs. break - even per day (USD) EBITDA ( USDm ) USD/day 44 38 38,000 32 44 43 TCE/day Cash break - even/day (12m r
Slide 5: Macroeconomic and geopolitical uncertainty define the current market
Macroeconomic and geopolitical uncertainty define the current market Seaborne trade holds up despite the situation in the Middle East Gulf, stable growth expected ahead Disruption has been a key theme of 2026 … The Hormuz closure has had direct and indirect impacts … Million metric tonnes Mill. Worl
Slide 6: The orderbook stands at 20% of existing fleet
The orderbook stands at 20% of existing fleet The chemical tanker fleet will grow in 2026 - 2027, most notably in the medium stainless steel segment Fleet and orderbook (core, deep - sea chemical tankers) Net fleet growth Delivered Orderbook Medium stainless steel Deliveries Recycling Net fleet grow
Slide 7: Odfjell has a leading position on energy efficiency
Odfjell has a leading position on energy efficiency Investments across our three - pillar decarbonization strategy yield results both financially and for carbon intensity Long - running efforts have kept Odfjell on a downwards AER trajectory for over a decade - 54.0% 15.0 8.9 8.8 8.3 8.0 7.6 7.2 7.1
Slide 8: Odfjell – growing market presence, maintaining financial strength
Odfjell – growing market presence, maintaining financial strength A solid and flexible platform allows Odfjell to perform well in volatile markets , commercially and financially Leading operator in deep - Disciplined and Strong financial Resilient business model sea chemical shipping flexible growth
Slide 9: Thank you
Thank you Investor Relations Nils Jørgen Selvik | Tel: +47 920 39 718 | E - mail: nils.jorgen.selvik@odfjell.com Media Anngun Dybsland | Tel: +47 415 48 854 | E - mail: media@odfjell.com ODFJELL SE | Conrad Mohrs veg 29 | P.O. Box 6101 Postterminalen | 5892 Bergen | Norway Tel: +47 55 27 00 00 | E -