Blueyield Ab — Q1 2026 Earnings Presentation

5 slides from Blueyield Ab's earnings presentation, June 2026

Slide 1: BlueYield Q1 2026 Investor Overview
BlueYield Q1 2026 | Investor Overview Diversified maritime investments • Nordic SME listed • www.blueyield.se June 2026
Slide 2: Investment Case
Investment Case Diversified and strategic approach to shipping investments Unique Access to Project Finance Direct exposure to project finance shipping transactions — a segment typically reserved for institutional investors, now accessible through a listed vehicle on Nordic SME. Highly Diversified P
Slide 3: Q1 2026 – Key Results
Q1 2026 – Key Results January 1 – March 31, 2026 SEK 104.00 SEK 21.1m NAV per share Net profit for period +10.6% vs Q4 2025 EPS: SEK 6.60 per share 36 Vessels 28.4% Portfolio – 24 SPVs Portfolio LTV 302 shareholders Conservative capital structure Operating profit: SEK 20.3m | Dividends received: SEK
Slide 4: Portfolio Overview
Portfolio Overview As of 31 March 2026 | 36 Vessels | 24 Project Companies Segment Avg LTV Discount EBITDA Util.% Tanker 18% Age / Val. Tanker 12.1 44.9% 13% 13.7% 88.5% Container 11% Container 16.2 18.1% 3% 13.7% 94.4% Dry Bulk 21% Dry Bulk 10.8 26.8% 35% 6.5% 90.2% MPP 24% MPP 18.2 18.0% 16% 9.3%
Slide 5: Market Outlook
Market Outlook Geopolitical dynamics and supply fundamentals shaping near-term positioning Tanker Allocation: 18% Container Allocation: 11% ▲ Positive ► Stable / Reducing Strong Q1 performance driven by geopolitical risk and Strait of Hormuz disruptions. Continued elevated earnings from Red Sea disr