Mpc Container Ships As (MPZZF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon and good morning, everyone. This is Konstantin Bach, CEO of MPC Containerships, and I'm joined by our CFO and co-CEO, Moritz Fuhrmann. Welcome to our Q3 2025 earnings call. Thank you for joining us today to review MPC Containerships third quarter and nine months results for 2025. Earlier today, we issued a stock market announcement covering our Q3 results for the period ending September 30th, 2025. Both the release and this presentation are available in the investor section of our website. Please note that today's discussion includes forward-looking statements and indicative figures. Actual results may differ materially due to risks and uncertainties inherent in our business. Before diving into Q3, let's briefly reflect on the first nine months of the year. We are pleased to report another strong quarter, underscoring the resilience of our business amid ongoing macroeconomic and geopolitical uncertainties. Despite regulatory shifts and unpredictable trade policies, the container charter market and asset values remained firm. Time charter rates held up well, second-hand demand stayed strong, and idle capacity remained low. While the global order book is elevated, constrained supply in the small to mid-sized segment and aging fleet, as well as shifting trade patterns, support a favorable balance. Volatility remains, so we do not expect smooth sailings ahead. We focused on what we can control. Continued disciplined fleet modernization, forward fixing at attractive rates and periods, increasing coverage, maintaining a strong and flexible balance sheet, as well as strong investment capacity. Our disciplined capital allocation approach has delivered strong returns and dividends, and we remain committed to sustainable shareholder value. Looking forward, we se...