Kawasaki Kisen Kaisha, Ltd. · TSE:9107

Kawasaki Kisen Kaisha — FY2025 Q2 Earnings Presentation

8 slides from Kawasaki Kisen Kaisha's earnings presentation, Nov 4, 2025

  1. Slide 1: Financial Results for FY2025 2nd Quarter

    Financial Results for FY2025 2nd Quarter November 4, 2025 1

  2. Slide 2: Index

    Index 1. FY2025 2nd Quarter Results P.3 2. Liftings, Utilization, P.4 and Freight Index in Major Trades 3. FY2025 Full Year Forecast P.5 4. ONEʼs Response to Recent Changes in the P.6 Business Environment 5. Reference Fleet Structure, Service Structure P.7 & New Order) 6. 6. Appendix: Change of Dem

  3. Slide 3: 1. FY2025 2nd Quarter Results

    1. FY2025 2nd Quarter Results Outline The freight in 2Q experienced fluctuations driven by tariff uncertainties despite steady cargo demand. Freight rates were significantly lower compared to the same period in the previous fiscal year. Despite this challenging environment and declining revenue, ONE

  4. Slide 4: 2. Liftings, Utilization and Freight Index in Major Trades

    2. Liftings, Utilization and Freight Index in Major Trades FY2024 FY2025 Liftings / Utilization by Trades 1Q 2Q 1H 3Q 4Q 2H Full Year 1Q 2Q 1H Results Results Results Results Results Results Results Results Results Results Asia - North America Lifting 673 730 1,403 713 633 1,345 2,748 672 711 1,383

  5. Slide 5: 3. FY2025 Full Year Forecast

    3. FY2025 Full Year Forecast Outline • For the full-year forecast for FY2025, it is anticipated that the ongoing delivery of new vessels will persist throughout the fiscal year, affecting overall market conditions. • Amid the situation in the Red Sea, this forecast is based on the expectation that v

  6. Slide 6: 4. ONE's Response to Recent Changes in the Business Environment

    4. ONEʼs Response to Recent Changes in the Business Environment ➢ Unstable tariff policy affected the market environment of 2Q. ➢ Transpacific volumes rebounded, reaching a record high due to intensive front-loading ahead of new US tariffs. ➢ Persistent new vessel deliveries created an oversupply, l

  7. Slide 7: 5. Reference Fleet Structure, Service Structure & New Order

    5. Reference Fleet Structure, Service Structure & New Order) Fleet Structure Service Structure 1 As of end of 2 As of end of Size 21 Jun 2025 Sep 2025 （FY2025 2Q Structure of dominant and 264,600 264,600 0 20,000TEU >= Capacity TEU non-dominant space allocation） Vessels 12 12 0 10,500TEU - 2

  8. Slide 8: 6. Appendix Change of Demand and Freight index

    6. Appendix Change of Demand and Freight index Liftings Freight Index TEU FY2018 1Q100 ©2025 Ocean Network Express Pte. Ltd. All Rights Reserved 8

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