Mpc Container Ships Asa · OSL:MPCC
Mpc Container Ships Asa — Investor Presentation (June 2026)
21 slides from Mpc Container Ships Asa's investor presentation, Jun 30, 2026
Slide 1: MPCC Company Presentation
June 30, 2026 MPCC COMPANY PRESENTATION
Slide 2: Disclaimer
DISCLAIMER This presentation (the “Presentation”) has been prepared by MPC Container ships ASA (the “Company”) for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any of the securities described herein. Please note that no representation or war
Slide 3: Company Profile, Market Update, Focus Transaction
01 COMPANY PROFILE 02 MARKET UPDATE 03 FOCUS TRANSACTION MPC Container Ships | Company Profile | 3
Slide 4: MPCC is the market-leading feeder container ship tonnage provider
MPCC IS THE MARKET-LEADING FEEDER CONTAINER SHIP TONNAGE PROVIDER 67 vessels #1 global position USD ~1.1bn market cap. ~210k TEU capacity Largest tonnage provider in Listed at Oslo Stock Exchange ~USD 2.8bn market value1 intra-regional trade since 2017 Incl. 17 vessels under construction for deliver
Slide 5: MPCC has a distinct focus on intra-regional trade in global markets
MPCC HAS A DISTINCT FOCUS ON INTRA-REGIONAL TRADE IN GLOBAL MARKETS ADVANTAGEOUS SUPPLY DYNAMICS GLOBAL DEPLOYMENT OF MPCC’S FEEDER FLEET KEY PARTNER TO LEADING CARRIERS » Crucial role in global supply chains enhancing port connectivity and » High age profile, order book accessibility as well as ope
Slide 6: High forward contract coverage
HIGH FORWARD CONTRACT COVERAGE BACKLOG OVERVIEW – AS PER JUNE ’26 DEVELOPMENT OF REVENUE BACKLOG LAST 12M 2.2 Forward charter backlog1,3,5 /Proj. EBITDA2,3,5 USD 2.2bn / USD 1.3bn USD billion 0.2 Fleet on the water Contracted Forward TCE4 23,308 25,466 26,478 Orderbook 4x 7,000 TEUs 1.1 1% 1.1 Open
Slide 7: Update on chartering and S&P activity
UPDATE ON CHARTERING AND S&P ACTIVITY RECENT FIXTURES 1 STATUS OF VESSELS SOLD FIXTURE PERIOD # TO COUNT FROM VESSEL TEU GROSS PRICE HANDOVER DATE (MONTHS) # DATE VESSEL TEU BUILT (USD) STATUS 1 Q2 26 Q2 27 AS Pamela 2,500 grd 24 – 27 2 Q2 26 Q4 26 AS Anne 2,200 grd 30 – 32 1 Jul 25 AS Felicia 1,300
Slide 8: Continuous portfolio optimization & increasing eco fleet composition
CONTINOUS PORTFOLIO OPTIMIZATION & INCREASING ECO FLEET COMPOSIT ION WELL ADVANCED ECO TRANSITION OF THE MPCC FLEET SINCE 2021 MOST RECENT TRANSACTION HIGHLIGHTS PRUDENT CAPITAL ALLOCATION STRATEGY ECO Conventional Q2 ’21 Jun ’26 68 67 63 Revenue backlog (USDbn) 0.8 2.2 61 79% ECO share3 Distributio
Slide 9: Funding security thanks to balance sheet flexibility
FUNDING SECURITY THANKS TO BALANCE SHEET FLEXIBILITY USD million Transaction funding Newbuilding financing well managed progressing well +95 354 359 -340 1.1 +250 473 199 -634 +450 Fully approved facility +23 1,300 TEU DF6 Cash on Balance Sheet Sales Proceeds2 Acquisition3 Available Commitments4 Pro
Slide 10: Highly transactional growth attuned to shipping cycle
HIGHLY TRANSACTIONAL GROWTH ATONED TO SHIPPING CYCLE Transactional history STRONG ABILITY TO GENERATE AND CONVERT PIPELINE OF ACCRETIVE OPPORTUNITIES ADOPTING FAST IN CHANGING MARKETS Discount to newbuilding parity Asset play and monetization of High cash flow visibility and and asset play opportuni
Slide 11: Market Update
01 COMPANY PROFILE 02 MARKET UPDATE 03 FOCUS TRANSACTION MPC Container Ships | Market Update | 11
Slide 12: Resilient demand keeps charter markets strong
RESILIENT DEMAND KEEPS CHARTER MARKETS STRONG CHARTER RATES MOVE SIDEWAYS AT STRONG LEVELS ASSET PRICES REMAIN FIRM FORWARD VESSEL AVAILABILITY REMAINS LOW Index Index No. of Vessels 5,000 130 Secondhand Price Index 1,400 HARPEX 117 120 Newbuild Price Index 1-2 Months 4,500 110 1,200 3-4 Months 4,00
Slide 13: Regional markets drive container demand
REGIONAL MARKETS DRIVE CONTAINER DEMAND DIVERGING GROWTH TRENDS ON THE DEMAND SIDE PROMISING INTRA-REGIONAL DEMAND OUTLOOK CAGR 2025 – 2030 » Growth trends are driven by stronger emerging Mainlane Trades 2.5% markets’ GDP growth outlook than in advanced economies Intra Regional Trades 3.6% » Contain
Slide 14: A new normal that quietly absorbs capacity?
A NEW NORMAL THAT QUIETLY ABSORBS CAPACITY? OBSERVABLE MARKET DISTORTIONS IN SPRING 2026 ARTIFICIAL DEMAND BOOST AND SUPPLY CRUNCHES » Sanctions and regional conflicts have redrawn trade routes 2% » Red Sea diversions, since late 2023, have stretched average haul lengths 5% by 12% » Congestion now a
Slide 15: Geopolitical disruption and implication
GEOPOLITICAL DISRUPTION AND IMPLICATION » Ongoing uncertainty about usability and resulting energy scarcity / price volatility Strait of Hormuz Taiwan Strait Red Sea » Potential threat due to Panama Canal » Closed for container Malacca / Singapore political conflict between » Potential draft restric
Slide 16: Orderbook still not offsetting average fleet renewal demand in smaller sizes
ORDERBOOK STILL NOT OFFSETTING AVERAGE FLEET RENEWAL DEMAND IN SMALLER SIZES ORDERBOOK AND AGEING FEEDER FLEET STRATEGIC POSITIONING IN THIS CONTEXT % (OB/fleet) 125 High OB/fleet, » Structural aging demand: More than 25% of all units below 8,000 TEU relatively young fleet are older than 20 years 10
Slide 17: Market drivers
MARKET DRIVERS KEY TOPIC DESCRIPTION » Closure of the Strait of Hormuz has resulted in a collapse of seaborne trade in and out of the region. The situation remains highly uncertain MIDDLE EAST even after the recent US-Iran-MOU SITUATION » An unwinding of the diversion via the Cape of Good Hope would
Slide 18: Focus Transaction
01 COMPANY PROFILE 02 MARKET UPDATE 03 FOCUS TRANSACTION MPC Container Ships | Focus Transaction | 18
Slide 19: MPCC to acquire 4 x 7,000 TEU vessels with 3-year charter
MPCC TO ACQUIRE 4 X 7,000 TEU VESSELS WITH 3-YEAR CHARTER SDARI 7,000 design, 2023/2024-built Transaction rationale » A globally deployable size class with structural undersupply Modern tonnage in the 7,000 TEU class is scarce and it is a workhorse size deployable on almost any trade. These vessels
Slide 20: Significant discount to newbuilding parity after initial time charter
SIGNIFICANT DISCOUNT TO NEWBUILDING PARITY AFTER INITIAL TIME CH ARTER COMPARISON TO NEWBUILDING PARITY (Unlevered, USDm)1 ASSET PRICE BENCHMARK (6-year-old 7,000 TEU, USDm)2 Newbuilding parity Residual risk at end of 3y time charter 10y high 135 140 7,000 TEU 83 10y high current value 130 Newbuildi
Slide 21: Slide 21
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