Singamas Container Holdings Limited · HKEX:716
Singamas Container — H1 2025 Earnings Presentation
34 slides from Singamas Container's earnings presentation, Aug 29, 2025
Slide 1: Singamas Container Holdings Limited 2025 Interim Results Announcement
按一下以編輯母片標題樣式 Singamas Container Holdings Limited (Incorporated in HK with Limited Liability) (HKEx stock code: 00716) 2025 Interim Results Announcement 29 August 2025 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 ➢ Corporate Profile ➢ Industry Dynamics ➢ Financial Review ➢ Business Review ➢ Appendices • Consolidated Income Statement • Manufacturing Facilities • Container Depot / Terminals 3
Slide 4: Corporate Profile
CORPORATE PROFILE 4
Slide 5: Business Overview
Business Overview MANUFACTURING LEASING LOGISTICS & DEPOTS ➢ Manufactures a wide range of products ➢ Approximately 138,000 TEUs of leasing ➢ Operates 8 Container Depots ➢ 5 Factories in Shanghai, Xiamen and containers at the major ports in China2 Huizhou, China ➢ Provides Standard 20’ & 40’ Containe
Slide 6: 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 7: 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 Containers Flat Rack Containers Bulk (Food) Containers Platform Conta
Slide 8: 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 9: Manufacturing - Customised Containers (Energy Storage System)
Manufacturing - Customised Containers (Energy Storage System) Core Product of Customised Containers Energy Storage System (“ESS”) Container ➢ On the electricity user side, ESS container stores electricity during periods of low For illustration purpose only consumption, and then releases electricity
Slide 10: Leasing Background and Development
Leasing Teamwill International Limited We are committed to providing one-stop (“Teamwill”) is Singamas’ wholly- container leasing services. We deliver owned subsidiary which operates new containers from our factories to global container trading and various ports in China and co-operate leasing busin
Slide 11: Leasing
Leasing ➢ We specialize in providing the standard 20-foot and ➢ Extensive network of Off-hire Locations: 40-foot high cube container leasing services: Short-term Operating Lease China's Major Ports: from 1 to 3 years Shanghai, Dalian, Qingdao, Tianjin, Ningbo, Xiamen, Shekou, Yantian, Nansha… Long-t
Slide 12: Logistics Services – Overview and Strategy
Logistics Services – Overview and Strategy ➢ Singamas is a Major Operator of 8 Container Depots in China with over 30 years of Industry Experience. • Network with key port operators in China • Customer Relationships with global major shipping companies and leasing companies: DSIC Shipping Clients 1
Slide 13: Industry Dynamics
INDUSTRY DYNAMICS 13
Slide 14: Container Manufacturing
Container Manufacturing Production Trends Pricing Trends After reaching a record high of 8.3 MTEU in FY2024, it is Newbuild average annual prices will decline in 2025. For a 20ft expected that container production will fall to 4.88 MTEU in dry container, it will be at US$1,680; for a 40ft high cube
Slide 15: Container Leasing
Container Leasing Long Team Lease Rates (LTL) Initial Cash Return (ICR) LTLs will decline in 2025 and remain steady over the remaining ICRs will decline in 2025 and recover modestly over the remaining forecast period (2026-2029): forecast period (2026-2029): 2025: 2029: 2026-2029: – $0.43/day for 20
Slide 16: Container Industry Dynamics – Dry Freight Container
Container Industry Dynamics – Dry Freight Container Singamas Dry Freight Production ➢ Although strong demand of Dry Freight Containers in the market, the average selling price (“ASP1”) for 1H25 declined due to the drop in material cost and excess production capacity. Average steel cost decreased at
Slide 17: Financial Review
FINANCIAL REVIEW 17
Slide 18: Consolidated Revenue
Consolidated Revenue US$’M 500 450 400 350 300 250 455.9 472.4 +3.6% 200 150 242.9 251.6 100 189.4 50 0 1H2021 1H2022 1H2023 1H2024 1H2025 ➢ Singamas recorded consolidated revenue of US$251.6 million in 1H2025, an increase of 3.6% over the revenue of US$242.9 million in 1H2024. 18
Slide 19: Consolidated Net Profit
Consolidated Net Profit US$’M 60 50 40 30 20 -22.1% 10 59.3 38.0 9.8 17.2 13.4 0 1H2021 1H2022 1H2023 1H2024 1H2025 ➢ Consolidated net profit attributable to owners of the Company contracted by 22.1% to US$13.4 million (1H2024: US$17.2 million). 19
Slide 20: Basic Earnings per Share
Basic Earnings per Share US cents 2.5 2 1.5 1 0.5 -22.2% 2.45 1.57 0.41 0.72 0.56 0 1H2021 1H2022 1H2023 1H2024 1H2025 ➢ Basic earnings per share was US0.56 cent, compared with US0.72 cent in 1H2024. 20
Slide 21: Net Asset Value per Share
Net Asset Value per Share US cents 30 25 -0.9% 20 15 27.98 25.01 23.47 23.16 23.27 10 5 0 2021 2022 2023 2024 1H2025 As at 31 Dec As at 31 Dec As at 31 Dec As at 31 Dec As at 30 Jun ➢ Net asset value per share slightly decreased from US23.47 cents as at 31 December 2024 to US23.27 cents as at 30 Jun
Slide 22: Dividends
Dividends HK$ Payout Ratio 0.5 400% 0.45 344% 350% 0.4 Special Dividend for 35th 300% 0.35 Anniversary 0.25 250% 0.3 Special Dividend 0.25 200% Dividend 0.2 Payout Ratio 150% 0.15 71% 0.17 100% 72% 0.1 68% 40% 0.18 50% 0.05 0.06 0.08 0.05 0.03 0 0% 2021 2022 2023 2024 2025 For the year ended 31 Dece
Slide 23: Business Review
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Slide 24: Marketing Strategies
Marketing Strategies Expand New Markets and Strengthen Sales Network ➢ The demand for dry freight containers is unpredictable in 2H2025, driven by ongoing uncertainties in the US- China tariff negotiations and broader geopolitical tensions. To navigate these challenges effectively, our team will con
Slide 25: Operating Strategies
Operating Strategies Improve Cost Structure and be Cautious in Capital Expenditures ➢ Amid persistent volatility in the dry freight market, Singamas maintains rigorous cost controls and a prudent approach to capital expenditures. For the second half of 2025, we will focus CAPEX priorities on initiat
Slide 26: Manufacturing & Leasing Business – Revenue and Profit Analysis
Manufacturing & Leasing Business – Revenue and Profit Analysis Revenue Profit Before Taxation US$’M US$’M 20 +3.3% 200 -13.0% 10 228.7 236.2 18.2 100 15.8 175.7 10.3 0 0 1H2023 1H2024 1H2025 1H2023 1H2024 1H2025 ➢ Manufacturing and leasing segment generated US$236,237,000 in revenue (1H2024: US$228,
Slide 27: Manufacturing – Sales Volume and Sales Revenue Breakdown
Manufacturing – Sales Volume and Sales Revenue Breakdown Sales Volume (By Unit) Revenue Breakdown (By Amount) 3.5% 0.2% For the six months ended 8.0% 1.0% 3.9% 1.0% 6.4% 2024 2025 3.8% 30 June 15.7% 3.0% 4.5% 26.6% Dry freight (TEU) 91,175 82,586 1.7% 2022 1H2024 1H2025 ISO Special (TEU) 1,594 1,541
Slide 28: Leasing – Finance Lease and Operating Lease
Leasing – Finance Lease and Operating Lease Finance Lease Interest Income Operating Lease Income US$’000 US$’000 8,000 2,000 7,000 6,000 1,500 5,000 2,119 4,000 1,000 7,850 +119% 3,000 500 968 2,000 +314% 1,000 1,895 266 624 0 0 1H2023 1H2024 1H2025 1H2023 1H2024 1H2025 ➢ Finance lease interest inco
Slide 29: Logistics Services Business – Revenue and Profit Analysis
Logistics Services Business – Revenue and Profit Analysis Revenue Profit Before Taxation US$’M US$’M 5 15 +8.9% 10 15.4 4.9 13.7 14.1 +8.1% 4.7 5 4.4 0 4 1H2023 1H2024 1H2025 1H2023 1H2024 1H2025 ➢ Segment revenue amounted to US$15,390,000 (1H2024: US$14,134,000). ➢ Profit before taxation and non-co
Slide 30: Appendices
APPENDICES 30
Slide 31: Consolidated Income Statement
Consolidated Income Statement For the six months ended 30 June 2025 2024 US$’000 US$’000 Revenue 251,627 242,864 Cost of sales (213,520) (206,186) Gross profit 38,107 36,678 Other income 6,346 9,687 Distribution expenses (6,022) (6,809) Administrative expenses (17,531) (17,761) Finance costs (568) (
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, 10,000 units of tank containers and 10,000 units of offshore and customised special containers. Annual No. Factories Area (m2) Description
Slide 33: Container Depot / Terminals
Container Depot / Terminals ➢ Singamas operates 8 container depots in key coastal regions in China. Average Repair Storage Turnaround Allocated Capacity per Capacity Time of Truck Repair Area Day No. Depots Area (m2) (TEU) (minute) (m2) (unit) DSIC 1 Dalian Singamas International Container Co. Ltd.
Slide 34: Thank You
THANK YOU Singamas’ WeChat Singamas’ WeChat Investor Relations Mini-Program Official Account 34
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