Costamare Bulkers Holdings Limited · NYSE:CMDB

Costamare Bulkers — Q3 2025 Earnings Presentation

15 slides from Costamare Bulkers's earnings presentation, Nov 14, 2025

  1. Slide 1: Third Quarter 2025 Financial Results Conference Call

    Third Quarter 2025 Financial Results Conference Call November 4, 2025

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements This presentation contains certain “forward-looking statements” (as such term is defined in Section 21E of the Securities Exchange Act of 1934, as amended). All statements, other than statements of historical facts, that address activities, events or developments that Cost

  3. Slide 3: Highlights (1/4)

    Highlights (1/4) Q3 2025 – Financial Results ► Q3 2025 Adjusted Net Income from Continuing operations available to common stockholders(1) of $98.0 million ($0.81 per share). ► Q3 2025 Net Income from Continuing operations available to common stockholders of $92.6 million ($0.77 per share). ► Q3 2025

  4. Slide 4: Highlights (2/4)

    Highlights (2/4) Shipbuilding contracts for another two 3,100 TEU containerships ► Conclusion of another two newbuilding contracts with a Chinese shipyard, bringing the total number of 3,100 TEU newbuilding orders to six. ► Delivery of the vessels is expected in Q1 2028. ► Upon delivery, each vessel

  5. Slide 5: Highlights (3/4)

    Highlights (3/4) Debt Financings and Capital Structure ► Concluded the previously announced refinancing of existing indebtedness of four of our 14,424 TEU vessels and two of our 12,690 TEU vessels: - Total amounts drawn of approximately $361.6 million. - Tenor of 5 years. ► New bilateral loan facili

  6. Slide 6: Highlights (4/4)

    Highlights (4/4) Lease Financing Platform – Neptune Maritime Leasing Limited (“NML”) ► Controlling interest in NML. ► $182.2 million invested to date. ► Financing of 50(1) shipping assets through sale and lease-back transactions representing total investments and commitments of more than $650(1) mil

  7. Slide 7: Container Market Environment

    Container Market Environment Charter Rates (1) 12m Timecharter Rates ► Charter market continues to exhibit resilience, with charter 160 000 rates maintaining robust levels amid tight supply of tonnage 120 000 and sustained demand. 80 000 40 000 ► The latest positive developments in US-China trade 0

  8. Slide 8: Thank You! Q&A

    COSTAMARE ING. Thank You! Q&A

  9. Slide 9: Appendix I – Net Income to Adj. Net Income Reconciliation

    Appendix Ι – Net Income to Adj. Net Income Reconciliation Adjusted Net Income from continuing operations available to common stockholders and Adjusted Earnings per Share Expressed in thousands of U.S. dollars, Three-month period ended September 30 from continuing operations represent Net Income from

  10. Slide 10: Appendix II – Containership Operating Fleet Charter Status (1/6)

    Appendix II – Containership Operating Fleet Charter Status (1/6) (1) Charterer Age Vessels 4 YM TIPTOP 4 YM TARGET 5 YM TOTALITY 5 YM TRUTH 12,000 – 15,000 TEUs 5 YM TRIUMPH 9 THESEUS 10x Vessels 9 TAURUS 9 TALOS 9 TITAN 9 TRITON Nov/25 Nov/26 Nov/27 Nov/28 Nov/29 Nov/30 Nov/31 9 CAPE AKRITAS 8 CAPE

  11. Slide 11: Appendix II – Containership Operating Fleet Charter Status (2/6)

    Appendix II – Containership Operating Fleet Charter Status (2/6) Charterer Age Vessels(1) / Confidential 12 VANTAGE 12 VALENCE 12 VALIANT 12 VALUE 7,500 – 10,000 TEUs 12 VALOR 18x Vessels / Confidential 11 MSC AZOV 15 NAVARINO 12 MSC ATHOS / Confidential 12 29 MSC ATHENS KOTKA / Confidential 19 COSC

  12. Slide 12: Appendix II – Containership Operating Fleet Charter Status (3/6)

    Appendix II – Containership Operating Fleet Charter Status (3/6) Charterer Age Vessels (1) / Confidential 22 METHONI / Confidential 21 ARGUS / Confidential 24 PORTO CHELI 5,000 – 7,500 TEUs / Confidential 21 ARIES 13x Vessels / 20 MAERSK KOWLOON 22 ZIM VIETNAM 22 ZIM AMERICA 19 GLEN CANYON / Confide

  13. Slide 13: Appendix II – Containership Operating Fleet Charter Status (4/6)

    Appendix II – Containership Operating Fleet Charter Status (4/6) Charterer Age Vessels (1) / Confidential 16 GIALOVA / Confidential 15 ANDROUSA / Confidential 23 ULSAN 1,000 – 5,000 TEUs 17 TRADER / Confidential 23x Vessels 20 ETOILE 15 VULPECULA / Confidential 24 LUEBECK 16 VELA / 18 SCORPIUS 16 NO

  14. Slide 14: Appendix II – Containership Operating Fleet Charter Status (5/6)

    Appendix II – Containership Operating Fleet Charter Status (5/6) (1) Charterer Age Vessels 12 MEGALOPOLIS 16 VIRGO 17 DYROS 1,000 – 5,000 TEUs 7 POLAR BRASIL 23x Vessels 25 AREOPOLIS 14 NEOKASTRO 21 LAKONIA 11 LEONIDIO 24 ARKADIA 11 KYPARISSIA Nov/25 Nov/26 Nov/27 Nov/28 Nov/29 Nov/30 Nov/31 Note 1.

  15. Slide 15: Appendix II – Containership Operating Fleet Charter Status (6/6)

    Appendix II – Containership Operating Fleet Charter Status (6/6) (1) Charterer Vessels NEWBUILDING 1 NEWBUILDING 2 Confidential NEWBUILDING 3 3,100 TEUs 6x Newbuilding Vessels NEWBUILDING 4 NEWBUILDING 5 NEWBUILDING 6 Nov-25 Nov-26 Nov-27 Nov-28 Nov-29 Nov-30 Nov-31 Nov-32 Nov-33 Nov-34 Nov-35 Note

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