•
Dec 31, 2024

Torm PLC Q4 2024 Earnings Report

Torm PLC reported a decline in earnings and profitability in Q4 2024 amid market volatility.

Key Takeaways

Torm PLC posted Q4 2024 revenue of $214.7 million, down from $266.4 million in the previous year due to market volatility and changing demand patterns. Net income fell to $77.4 million from $184.6 million in Q4 2023. EBITDA decreased to $142.2 million from $234.3 million in the prior year, reflecting lower tanker rates. The company declared a dividend of $0.60 per share for the quarter, representing a 75% payout ratio.

Revenue declined to $214.7 million from $266.4 million due to weaker tanker market conditions.

Net income fell to $77.4 million, a sharp decrease from $184.6 million in Q4 2023.

EBITDA dropped to $142.2 million from $234.3 million, impacted by lower time charter equivalent (TCE) rates.

Declared a $0.60 per share dividend, reflecting a 75% payout ratio.

Total Revenue
$215M
Previous year: $388M
-44.6%
EPS
$0.77
Previous year: $2.11
-63.5%
TCE per Day
$25.8K
Previous year: $38K
-32.1%
EBITDA Margin
66.2%
Dividend Payout Ratio
75%
Previous year: 62%
+21.0%

Torm PLC

Torm PLC

Forward Guidance

Torm PLC expects a challenging 2025, with lower projected earnings due to weaker market conditions and potential geopolitical disruptions.

Positive Outlook

  • Fleet optimization strategy to improve operational efficiency.
  • Maintaining a disciplined capital allocation approach.
  • Potential for demand recovery in H2 2025.
  • Continued focus on shareholder returns via dividends.
  • Limited fleet growth expected to support the supply-demand balance.

Challenges Ahead

  • Projected TCE earnings decline to $650-$950 million from $1,135 million in 2024.
  • EBITDA forecasted at $350-$650 million, down from $851 million in 2024.
  • 73% of 2025 earning days remain unfixed, leading to uncertainty.
  • Geopolitical tensions may impact global trade routes.
  • Market volatility could pressure tanker rates further.