Höegh Autoliners (HAUTO) DNB Carnegie's Energy & Shipping Conference 2026 presentation summary

Financial performance and shareholder returns

• Achieved nearly 11x total shareholder return since IPO, with a 75% CAGR, outperforming major indices.

• Paid out USD 1.63 billion in dividends over three years, with USD 424 million announced for 2025.

• Reported USD 621 million adjusted EBITDA and USD 513 million net profit after tax for 2025.

• Maintained a 26% return on invested capital in 2025.

Market dynamics and operational resilience

• Navigated complex geopolitical and regulatory environments, including the Strait of Hormuz closure.

• Maintained close coordination with clients and authorities during disruptions, leveraging operational expertise.

• Benefited from strong demand growth out of China, absorbing new vessel deliveries.

• Sustained healthy capacity headroom and a clean balance sheet, supporting flexibility and resilience.

Contract backlog and customer relationships

• Fully booked for 2026 with strong momentum into 2027; average contract duration is 2.9 years.

• Contract coverage reached 84% of volume in Q4 2025, with new contracts worth USD 250 million added.

• Nearly 80% of expected 2027 renewal volumes come from customers with relationships over 10 years.