Wallenius Wilhelmsen Asa (WAWIF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and a special welcome to everyone here in the audience. Also a warm welcome to everyone watching us online from all over the world. I'm here with Anders Redding Karlsson, who is our head of investors. So Anders, I will start with you. What can we expect today? I guess not a good quarter is basically what we're delivering. So it's a bit boring, but it's good. It's good. And we will do the usual drill. We'll very soon start with our CEO, Lasse Kristoffersen. He will do the business update. He will be followed by our CFO, Bjørnar Bukholm, who will do the financial update. And then Lasse will conclude that part. And then, Anders, you will run the Q&A session. Yeah, so if you have any questions in the audience, we will open up for that. But also on the webcast, please post your questions in the Q&A session of that, and we'll address those questions as they come. And do remember, it takes a little bit of time before they arrive, so put them in ahead of time rather than later. Good, then we're ready. Then we're ready. And then, Lasse, the stage is yours. Thank you. Good morning and thank you for tuning in and listening to us. I will jump straight to the headlines and then take you through some more details. Afterwards, so all in all, as said this morning, we are delivering another strong quarter and adjusted EBITDA of $471 million that is adjusted for a sale of a vessel. We still see that there is strong demand for our services and in particular, the growth out of Asia continues. And I'll come back to that to some detail. We're also growing our network in logistics. We are partnering with more customers in logistics, and we're proud to announce that we opened three new facilities in Australia in the quarter. I'll go back to that too. sell the vessel with the ga...