Gemadept Corp. · HOSE:GMD
Gemadept — VAD Bangkok 2026
29 slides from Gemadept's conference presentation, Aug 5, 2026
Slide 1: Corporate Profile
3€ YEARS THE WAY FORWARD 1990 - 2026 ANNIVERSARY CORPORATE PROFILE
Slide 2: Core Businesses
CORE BUSINESSES PORT LOGISTICS Nam Dinh Vu Port GEMADEPT SHIPPING GEMADEPT JV HOLDINGS Nam Hai ICD SCSC GMD Shipping Nam Dinh Vu Port Service K’Line – Gemadept GMD Shipping Singapore Dung Quat Port Logistics GMD Malaysia Phuoc Long Port ISS - GMD Binh Duong Port V.N.M Gemalink Deep-sea Port Mekong L
Slide 3: Port & Logistics Ecosystem
PORT & LOGISTICS ECOSYSTEM GEMADEPT CORPORATION
Slide 4: Logistics Port Operation
PORT & LOGSTICS ECOSYSTEM 1. Nam Hai ICD Hưng Yên Port Capacity Bắc Ninh Hải Dương 3 km Berth length Hà Nội 2. Nam Dinh Vu Port 4.8 Mil TEUs PORT OPERATION 2.0 Mil tons Nam Hai ICD & Logistics 3. Nam Dinh Vu Port Services LOGISTICS SCSC 52,000 m2 apron 4.GMD Dung Quat 27.000 m2 cargo area Int’l Port
Slide 5: Gemadept's Competitive Advantages in Port Operation
GEMADEPT’S COMPETITIVE ADVANTAGES IN PORT OPERATION Strategic Location Customer Network of Base Ports GEMADEPT PORT SYSTEM Connection Advanced with Technology Logistics Network GEMADEPT CORPORATION
Slide 6: Vietnam Economy at a Glance
VIETNAM ECONOMY AT A GLANCE Total import and export value of Vietnam in 7M/2026 reached USA, $104.7 Bil China, $138.6 Bil USD 659.58 Billion, increasing (Export) (Import) 28.1% compared to 2025. IMPORT EXPORT 2 largest import- export markets of Vietnam in 7M/2026 +34.8% +21.7% USD 340.05 Bil USD 319
Slide 7: Container Cargo Volume via Vietnam Ports in 5M/2026
CONTAINER CARGO VOLUME VIA VIETNAM PORTS IN 5M/2026 In 5M/2026, the volume of containerized cargo 14% handled through Vietnam ports is estimated to reach over 15 million TEUs, an increase of 14% compared to the same period last year ~ 15.000.000 TEUs Source: Vietnam Maritime and Inland Waterways Adm
Slide 8: Gemadept Port System's Throughputs, Market Share in 6M.2026
GEMADEPT PORT SYSTEM'S THROUGHPUTS, MARKET SHARE IN 6M.2026 500 464K 6M.2026 451K 446K 450 410K 400 369K TOTAL GMD SYSTEM PORT 350 THROUGHPUTS 300 250 10.4% 200 y.o.y 150 100 50 In the first 6 months of 2026, 0 Gemadept’s port system handled Jan Feb Mar Apr May approximately 2.58 million TEUs TEUs N
Slide 9: Financial Performance
FINANCIAL PERFORMANCE GEMADEPT CORPORATION
Slide 10: Gemadept Financial Performance in the Last Years
GEMADEPT FINANCIAL PERFORMANCE IN THE LAST 5 YEARS PBT GROWTH FROM CORE BUSINESS (EXCLUDING CAPITAL TRANSFERS) 3,000 CAGR (5Y): 37% 2,506 2,500 2,000 1,770 BILLION VND 1,500 1,308 1,307 1,000 806 500 0 2021 2022 2023 2024 2025 GEMADEPT CORPORATION
Slide 11: Q2/2026 Financial Performance Highlights
Q2/2026 FINANCIAL PERFORMANCE HIGHLIGHTS GEMADEPT’S REVENUE & PBT IN GEMADEPT’S REVENUE & PBT IN Q2/2026 1H/2026 3,500 3,214 2,000 1,762 129% 110% 1,800 110% 3,000 2,771 80% 1,497 1,550 60% 1,600 60% 39% 2,500 32% 2,267 1,400 18% 16% 10% 10% 1,200 2,000 -40% -40% Billion VND Billion VND 942 1,658 1,
Slide 12: Major Projects
MAJOR PROJECTS 1 2 3 Nam Dinh Vu Phase 3 Gemalink Phase 2 OTHER PROJECTS • Nam Dinh Vu Port Phase 3 • Enhancing Port – Logistics • Gemalink Phase 2 is planned has just been put into Ecosystem: Ports, Logistics to be put into operation from operation. Centers, ICDs, Air cargo 2027 • Scale: 25ha termi
Slide 13: Gemadept Port System in the North
GEMADEPT PORT SYSTEM IN THE NORTH NDV Port Cluster NAM HAI ICD ❑ Nam Dinh Vu Port Cluster ❑ Nam Hai ICD NDV Port Services ❑ NDV Port Services Co. GEMADEPT CORPORATION
Slide 14: Nam Dinh Vu Port Cluster
NAM DINH VU PORT CLUSTER LARGEST RIVER PORT CLUSTER IN NORTHERN VIETNAM ❑ Total capacity: 2M TEUs ❑ Total area: 65HA ❑ Total berth length: 1.5 KM ❑ Total investment: > 100M USD ❑ Put into operation Phase 3: 2025 GEMADEPT CORPORATION
Slide 15: Nam Dinh Vu Port Safely Handled Oversized and Overweight Cargo
NAM DINH VU PORT SAFELY HANDLED OVERSIZED AND OVERWEIGHT CARGO RAS LAFFAN PETROCHEMICAL Project weighing from 500 to 700 tons/PIECE GEMADEPT CORPORATION
Slide 16: Ha Nam Canal
HA NAM CANAL • Location: Haiphong Maritime channel • Channel depth after the project completion: -8.5m • Status: Completed in July 2024 • Purpose of the project: Enabling larger vessels • Channel depth before the project: -7m CD (up to 50,000 DWT partially loaded) to access Nam Dinh Vu port cluster
Slide 17: Gemalink International Port
GEMALINK INTERNATIONAL PORT World Bank: 2025 Cai Mep port cluster is ranked #11 among the most effective ports in the world GEMADEPT CORPORATION
Slide 18: Gemalink Deep-sea Port
GEMALINK DEEP-SEA PORT Phase 2 Operating in 2027 Phase 3 Operating in 2029 ❑ Investors: GMD/CMA-CGM ❑ Vessel size: 250,000DWT – 25.000 TEUs (75%/25%) ❑ Total investment > 500M USD ❑ Total area: 99 Ha ❑ Put into operation Phase 2: 2027 ❑ Total capacity: Around 4M TEUs ❑ Berth length: 1.5 Km GEMADE
Slide 19: Key Shipping Partners
KEY SHIPPING PARTNERS 19 GEMADEPT CORPORATION
Slide 20: Opportunities to Participate in National Projects
OPPORTUNITIES TO PARTICIPATE IN NATIONAL PROJECTS CAI MEP HA LOGISTICS CENTER PROJECT OTHER PROJECTS 1. SCALE: ~ 1,686.73 ha • Enhancing Port – Logistics 2. INVESTMENT: 1.2 bil USD Ecosystem: Ports, Logistics Centers, ICDs, Air cargo 3. PROGRESS: The government is approving the terminals, IZs, etc.
Slide 21: Enhance Maritime and Inland Waterway Transportation
ENHANCE MARITIME AND INLAND WATERWAY TRANSPORTATION ➢ A barge fleet with a capacity of 16.000++ TEUs to meet market demand ➢ Handling 70-80% of the cargo volume passing through the Cai Mep - Thi Vai port cluster ➢ Reduce logistics costs by 10% ➢ Application of IT & Superior Solutions in Operations a
Slide 22: Gemadept and CMA CGM Collaborating in Green Transport
GEMADEPT AND CMA CGM COLLABORATING IN GREEN TRANSPORT On May 27, Gemadept Corporation (Gemadept) and CMA CGM Group (France), one of the world’s three largest shipping lines, officially signed a cooperation agreement to establish a joint venture. This venture will provide Vietnam’s first 100% electri
Slide 23: Commitment to Sustainable Development
❖ COMMITMENT TO SUSTAINABLE DEVELOPMENT - Greenhouse Gas Emission Inventory and Reporting - Environmentally friendly practices and technologies - Developing Green Ports and utilizing cutting-edge solutions HSBC VIETNAM AND STRATEGIC PARTNERSHIP GEMADEPT CORPORATION BETWEEN GEMADEPT GEMADEPT AND VIET
Slide 24: Non-Core Assets
NON-CORE ASSETS 1 2 3 SAIGON GEM VIENTIANE HOTEL AFFORESTATION PROJECT • Location: CBD, District 1, HCMC • Location: Vientiane, Laos • Location: Cambodia • Status: Completing legal • Status: Looking for potential • Status: Negotiating with formalities/ negotiating with investors to divest potential
Slide 25: Become a Pioneering National Enterprise with National Projects
BECOME A PIONEERING NATIONAL ENTERPRISE WITH NATIONAL PROJECTS As a pioneer of the IMC and a member of the MFC, Gemadept is driving the convergence of Maritime and Finance to fuel 1- 1.5% of national GDP growth. This initiative is a strategic step toward integrating Vietnam as a critical node in glo
Slide 26: Maritime Industry Services
MARITIME INDUSTRY SERVICES Collaborating with strategic, multi-sector partners to develop the supply chain Technology company MLOs Banks Investment New maritime services funds Fuel supply Insurance company xp Ship repair E andi ng the v alue chai n Piloting - towing
Slide 27: Maritime Industry Services
MARITIME INDUSTRY SERVICES Maritime Support Services Insurance Financing vessels Reinsurance Core Vessel Maritime safety Maritime registration and security Services Ship repair Pilot Vessel supply Port & Ship building Maritime legal Logistics and advisory services Supply Fuel supply Vessel managemen
Slide 28: Mission – Vision – Core Values
MISSION – VISION – CORE VALUES ❖ Mission: To promote the economic growth and create added values for the country, the corporation and partners through comprehensive service chain and outstanding solutions. ❖ Vision: To become a leading corporation in Vietnam in Port and Logistics integrated ecosyste
Slide 29: Thank You
THANK YOU GEMADEPT GROUP CORPORATION Floor 21 - No. 6 Le Thanh Ton, Sai Gon Ward, Ho Chi Minh City, Vietnam T. (84 - 28) 38 236 236 F. (84 - 28) 38 236 236 E: gmd.irpr@gemadept.com.vn www.gemadept.com.vn