Dorian Lpg Ltd. · NYSE:LPG
Dorian Lpg — Q1 2025 Earnings Presentation
9 slides from Dorian Lpg's earnings presentation, Aug 1, 2024
Slide 1: Investor Highlights
Investor Highlights August 2024 1
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This presentation contains certain forward-looking statements including analyses and other information based on forecasts of future results and estimates of amounts not yet determinable and statements relating to our future prospects, developments and business s
Slide 3: Investor Highlights – 1Q FY25 Earnings
Investor Highlights – 1Q FY25 Earnings Baltic VLGC Index Performance Helios LPG Information • $ 49,282 − Helios Pool TCE / Available Day • $ 50,145 − Helios Pool Spot + COA TCE / Available Day Dorian LPG Operating Statistics • $ 55,228 − Fleet TCE / Operating Day • 90.4% − Fleet Utilization1 • $ 10,
Slide 4: Time Chartered-Out Fleet – Direct and Through Helios LPG Pool
Time Chartered-Out Fleet – Direct and Through Helios LPG Pool Helios Fleet Currently Comprises 30 vessels, 24 of which are from Dorian LPG Time Dorian LPG Capacity Built Scrubber Employment Charter-Out Vessel Name (Cbm) Expiration1 Dorian LPG TC Out (1 VLGC): Corsair 84,000 2014 Scrubber Time Charte
Slide 5: East – West Arbitrage
East – West Arbitrage USGC Propane Spot Delivered Prices vs CFR Far East Source: NGLS Note: 2024 terminal fees sourced from ANFIL 5
Slide 6: Global Seaborne Volumes
Global Seaborne Volumes Global Liftings Up 2% Q/Q; YTD Down 1% U.S. Waterborne Exports Up 3% Q/Q; YTD +9% M. E. Waterborne Exports Up 10% Q/Q; YTD Down 5% Source: Platts 6 Note: Quarters are calendar quarters; Numbers may not sum due to rounding
Slide 7: Environment & Sustainability
Environment & Sustainability Fuel Efficiency and Emissions Management • Scrubber vessel daily savings for calendar 2Q24 (our 1Q FY25) for HSFO vs. LSFO stood at $2,561/day net of all scrubber OPEX, benefitting our vessels with improved voyage economics. • Fuel differentials between HSFO and VLSFO av
Slide 8: Investor Highlights – 1Q FY25 Statement of Cash Flow
Investor Highlights – 1Q FY25 Statement of Cash Flow Three Months Ended (Unaudited) June 30, 2024 June 30, 2023 Cash flows from operating activities: Net income $ 51,288,140 $ 51,721,137 Adjustments to reconcile net income to net cash provided by operating activities: Depreciation and amortization 1
Slide 9: Thank you
OUR MISSION IS TO ARRANGE SAFE, RELIABLE, CLEAN AND TROUBLE-FREE TRANSPORTATION Thank you 9