Seanergy Maritime Holdings Corp (SHIP) Q1 2025 Earnings Call Highlights: Navigating Challenges ...

In This Article:

  • Revenue: $24.2 million for Q1 2025.

  • EBITDA: $6.6 million for Q1 2025.

  • Net Loss: $6.8 million for Q1 2025.

  • Cash Balance: $31 million as of March 31, 2025.

  • Dividend: $0.05 per common share declared.

  • Daily Time Charter Equivalent (TCE): $13,400 in Q1 2025, with Q2 guidance at approximately $19,100.

  • Adjusted EBITDA: $8 million for Q1 2025.

  • Adjusted Net Loss: $5.2 million for Q1 2025.

  • Operating Expenses (OpEx): Reduced by 7% year-over-year.

  • Total Assets: $603.5 million as of March 31, 2025.

  • Balance Sheet Equity: $254.8 million as of March 31, 2025.

  • Total Debt: $318.8 million as of March 31, 2025.

  • Loan-to-Value Ratio: Below 50% based on fleet market values.

  • New Sustainability-Linked Loan: $53.6 million with Piraeus Bank.

  • Leaseback Agreements: Totaling $34.5 million for vessel financing.

Release Date: May 27, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Seanergy Maritime Holdings Corp (NASDAQ:SHIP) declared a dividend of $0.05 per common share, exceeding typical payout formulas to maintain consistent shareholder returns.

  • The company recorded a daily time charter equivalent (TCE) of $13,400 in Q1 2025, outperforming the Baltic Capesize Index average.

  • Seanergy Maritime Holdings Corp (NASDAQ:SHIP) successfully reduced daily operational expenses by 7% year-over-year, improving efficiency.

  • The company secured two high-quality Japanese-built Capesize vessels, enhancing fleet capacity and cash flow visibility.

  • Seanergy Maritime Holdings Corp (NASDAQ:SHIP) completed refinancing transactions totaling $88.1 million, removing all debt maturities for the next four quarters and improving financial flexibility.

Negative Points

  • Seanergy Maritime Holdings Corp (NASDAQ:SHIP) reported a net loss of $6.8 million for the first quarter of 2025.

  • Revenue for Q1 2025 was $24.2 million, a decrease from $38.3 million in the same period last year.

  • The Capesize market experienced a temporary reduction in Q1 2025 due to severe weather disruptions and high inventories.

  • Approximately 39% of the fleet's operating days for Q2 are hedged, indicating potential exposure to market volatility.

  • The company faces challenges in acquiring new vessels due to a limited selection of assets available for purchase.

Q & A Highlights

Q: Could you walk us through the dry dock schedule and expected CapEx for the year? A: We have approximately seven ships remaining for dry-docking this year, with plans to push a couple to the first quarter of next year, depending on market conditions. We expect around $10 million to $14 million of CapEx for dry dockings and about 20 days per vessel. Four vessels have already been dry-docked this year. Stavros Gyftakis, CFO