ZIM
ZIM Integrated Shipping Services Ltd.20.02
-0.38-1.86%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
Dodges MBO; Suez share eyed.
Q&A largely reaffirmed prepared remarks on fleet agility and rate caution, but dodged questions on management buyout rumors amid board changes. Management confirmed Suez Canal return plans hinge on insurer approval, eyeing Asia-Europe market share gains. They quantified 25-30% fleet flexibility, with 80,000 TEUs slated for 2026 redelivery to favor efficient newbuilds. Low cash CapEx ahead; EBIT guide narrowed on higher D&A from equipment buys. No MBO comment. Dividend board retains special payout power. Watch Suez execution versus supply glut.
Key Stats
Market Cap
2.41BP/E (TTM)
2.41Basic EPS (TTM)
8.31Dividend Yield
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