Yangzijiang Shipbuilding (holdings) Ltd. · SGX:BS6
Yangzijiang Shipbuilding (holdings) — Q3 2024 Earnings Presentation
17 slides from Yangzijiang Shipbuilding (holdings)'s earnings presentation, Nov 7, 2024
Slide 1: 3Q2024 Business Updates
3Q2024 Business Updates 7 November 2024 1
Slide 2: Disclaimer
Disclaimer The presentation is prepared by Yangzijiang Shipbuilding (Holdings) Ltd. (the “Company”) and is intended solely for your personal reference and is strictly confidential. The information contained in this presentation is subject to change without notice, its accuracy is not guaranteed, and
Slide 3: Key Highlights
KEY HIGHLIGHTS 3
Slide 4: Snapshots
Snapshots Record outstanding orderbook, more than doubled FY24 order-win target, on track to hit FY24 delivery target STRONG ORDERBOOK YTD ORDER-WINS YTD VESSEL DELIVERY USD’bln* 22.14 259% achieved YTD order wins USD11.64b 14.48 90% FY2024 target 57 Units USD4.50b 31-Dec-23 YTD* * YTD: year-to-date
Slide 5: Vessel Delivery Highlights
Vessel Delivery Highlights Growing technological know-how across multiple green vessel solutions May 2024 Sep 2024 Oct 2024 Delivered First 1,260TEU* Methanol Completed the First Batch of Delivered First 16,000TEU LNG Dual- Dual-Fuel Containership 40,000CBM* LPG/LAG Dual-Fuel Carrier fuel Containers
Slide 6: Shipbuilding Segment Highlights
SHIPBUILDING SEGMENT HIGHLIGHTS 6
Slide 7: Outstanding Orderbook Breakdown
Outstanding Orderbook Breakdown Green vessels account for ~75% of the total orderbook value; containership remains the dominant vessel type 224 8.61m USD22.14b 2024 – 2029 Vessels Compensated gross tonnage (CGT) Total Contract Value Delivery Timeframe Containerships Bulk Carriers LEG/LPG/VLAC/VLEC 9
Slide 8: YTD Order Win
YTD Order Win Robust order-wins fueled by strong demand for dual-fuel containerships, oil tankers, and gas carriers 259% achieved YTD order wins FY2024 Progress USD11.64b FY2024 target USD4.50b Order-win Trend 11.64 7.41 7.05 160 4.43 10.00 USD’ bln 1.82 140 0.00 124 120 5 3 97 98 -10.00 100 32 21 8
Slide 9: YTD Order Win Breakdown
YTD Order Win Breakdown Approximately 84% of new order-wins was classified as eco-friendly vessels, aligning with the green transition trend Vessel Type Size & Specifications Quantity 8,000TEU 5 Methanol Dual-fuel 9,000TEU 6 CONTAINERSHIPS Methanol Dual-fuel 13,000TEU 11 Total Quantity: 54 LNG Dual-
Slide 10: Vessel Delivery
Vessel Delivery Achieved 90% of FY2024 vessel delivery target, on track to fulfill the full-year goal 90% achieved YTD deliveries 57 vessels FY2024 Progress FY2024 target 63 vessels Vessel Delivery Trend 80 67 70 3 57 60 4 1 57 50 1 1 2 50 45 20 10 Quantity Vessel 5 1 23 40 Included three vessels 30
Slide 11: Outstanding Orderbook
Outstanding Orderbook Strong outstanding orderbook brings revenue visibility up to mid-2028 Orderbook Trend 300 22.1 20.0 USD ’ bln 14.5 250 10.5 8.5 224 10.0 3.1 200 182 0.0 64 157 3 140 44 -10.0 150 7 27 7 Quantity Vessel 37 15 39 38 -20.0 100 83 51 6 1 -30.0 38 110 50 94 95 72 -40.0 38 0 -50.0 31
Slide 12: Shipping Segment Highlights
SHIPPING SEGMENT HIGHLIGHTS 12
Slide 13: Fleet Portfolio
Fleet Portfolio Well-diversified and young fleet enables us to offer comprehensive services to our clients Quantity Average Age (Years) Total Capacity Bulk Carriers 28 7.74 2,024,600 DWT Stainless Steel Chemical Tankers 2 3.01 40,200 DWT Containerships 2 2.58 3,600 TEU Multiple Purpose Vessels 1 11.
Slide 14: Outlook & Strategy
OUTLOOK & STRATEGY 14
Slide 15: Industry Demand Outlook By Vessel Type
Industry Demand Outlook By Vessel Type Oil tankers and gas carriers continue to fuel new-build orders Containership Crude Oil Tanker LNG Carrier LPG Carrier Industry Demand Growth Industry Demand Growth Industry Demand Growth Industry Demand Growth 3.1% CAGR 2.5% CAGR 3.6% CAGR 5.5% CAGR Up to 2029
Slide 16: Growing Gas Carrier Orders in the Total Outstanding Orderbook
Growing Gas Carrier Orders in the Total Outstanding Orderbook YAMIC has strategically repositioned for building high-end gas carriers About YAMIC YAMIC’s Delivery Track Record Established in 2019, Jiangsu Yangzi-Mitsui Shipbuilding Co., Ltd (“YAMIC”) aimed to become a leading global shipyard for cle
Slide 17: Thank You!
THANK YOU! For more information, Kamal SAMUEL / Vicki ZHOU / HongEe TANG please contact: kamal@financialpr.com.sg Financial PR Pte Ltd zhouyan@financialpr.com.sg hongee@financialpr.com.sg 17
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