Höegh Autoliners (HAUTO) SEB Nordic Seminar presentation summary

Market position and customer relationships

• Leading global RoRo operator with a fully integrated organization and strong OEM relationships spanning over 40 years.

• Serves major automotive and equipment manufacturers, including Renault, Komatsu, BYD, Volvo, and Nissan.

• Operates 11 trade routes with more than 2,000 annual port calls and 16 offices worldwide.

Strategic initiatives and fleet management

• Ongoing fleet renewal and green newbuilding program, with Aurora vessel deliveries scheduled through 2026.

• Sold vessels worth $283 million over the last two years, optimizing fleet composition.

• Focused on long-term contracts, re-pricing, and divesting non-core assets to secure earnings through market cycles.

Financial performance and shareholder returns

• Maintained high EBITDA and ROIC levels, with EBITDA margin at 21% in 2025 despite normalization.

• Distributed 100% of cash generation after debt, CAPEX, and taxes as quarterly dividends, totaling $1.5 billion since IPO.

• Delivered approximately 800% total shareholder return since IPO.