Dorian LPG Ltd (STU:0DA)
€ 24.62 -1.48 (-5.67%) Market Cap: 1.08 Bil Enterprise Value: 1.44 Bil PE Ratio: 4.89 PB Ratio: 1.13 GF Score: 88/100
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Q2 2025 Dorian LPG Ltd Earnings Call Transcript

Oct 31, 2024 / 02:00PM GMT

Key Points

Positve
  • Dorian LPG Ltd (LPG) has returned over $820 million to shareholders since its IPO, reflecting a strong commitment to shareholder value.
  • The company's net debt to total capitalization remains low at about 14%, indicating a strong financial position.
  • Dorian LPG Ltd (LPG) is well-positioned to take advantage of investment opportunities, particularly in optimization and decarbonization initiatives.
  • The Helios LPG pool is performing well, allowing the company to capitalize on favorable fuel prices and offer commercial flexibility.
  • The addition of an eighth board member with extensive experience in global energy and shipping markets is expected to bring valuable insights to the company.
Negative
  • The VLGC freight market experienced a period of softening due to an unusual combination of forces, impacting rates negatively.
  • Weather-related disruptions and terminal capacity issues have temporarily limited export capacity, affecting market dynamics.
  • The company's TCE revenue per available day was sequentially lower than the prior quarter, indicating some pressure on earnings.
  • The market is experiencing volatility, with disruptions causing sharp fluctuations in rates, posing challenges for stability.
  • There is uncertainty regarding the development of the green ammonia trade, which could impact future fleet utilization and investment decisions.
Operator

Please stand by your program is about to begin.

Hello and welcome to the Dorian LPG second quarter, 2025 earnings conference call at this time. All participants are in a listen-only mode, a brief question and answer session will follow the formal presentation as a reminder, this conference is being recorded additionally, a live audio webcast of today's conference call is available on Dorian LPG's website which is www.dorianlpg.com.

I would now like to turn the conference over to Theodore Young Chief Financial Officer.

Thank you, Mr Young. Please go ahead.

Theodore Young;Chief Financial Officer and Treasurer;USA;LLC
Dorian LPG Ltd - Chief Financial Officer, Treasurer, Principal Financial and Accounting Officer;Dorian LPG

()

Thank you [Nikki].

Good morning and thank you all for joining us for our second quarter, 2025 results conference call with me today are John Hadjipateras Chairman, President and

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