Industry Revenues:

• Oil and Chemical Transport: 100% (2026)

TOP 3 Markets:

• USA: 35%
• Europe: 30%
• Asia: 25%

TORM plc is a leading company in the field of oil and chemical transportation, with the entire revenue coming from this industry. The company's main markets are the USA, Europe, and Asia, which together account for 90% of the revenue. The USA is the largest market, followed by Europe and Asia, highlighting the global reach and strategic importance of these regions for the company.

Production Sites: Mainly in Asia (2026)

TORM plc is a leading company in the shipping industry specializing in the transportation of oil products. Production in the context of TORM refers to the operation and maintenance of their fleet of tankers. These activities are heavily concentrated in Asia, as many of the major shipyards and repair facilities necessary for ship maintenance and construction are located there.

Additionally, TORM has strategic partnerships with shipyards in countries such as South Korea and China, known for their advanced shipbuilding capabilities. This geographical focus enables TORM to benefit from the cost-effective and technologically advanced services of these regions.

Revenue Growth: Estimated 10-12% annually (based on historical data and market trends until 2023)

Fleet Expansion: Planned increase in fleet capacity by 15% by 2026

TORM plc pursues a growth strategy that heavily focuses on expanding and modernizing its fleet. The company plans to increase its capacities by acquiring new ships and modernizing existing units to meet the rising demands of the global market.

Another key focus is on improving operational efficiency. TORM is investing in technological innovations to optimize fuel consumption and reduce operating costs. This is intended not only to increase profitability but also to reduce environmental impact.

Additionally, TORM is leveraging strategic partnerships and alliances to expand its market presence and unlock new business opportunities. These measures are intended to position the company to benefit from the growing demand in the global shipping sector.

Main raw materials: Crude oil, petroleum products
Countries of origin: Saudi Arabia, Russia, USA, Norway

TORM plc is a leading company in the transportation of petroleum products. The main raw materials transported by TORM are crude oil and various petroleum products. These raw materials are imported from various countries, with Saudi Arabia, Russia, the USA, and Norway being among the most important countries of origin.

These countries are significant exporters of crude oil and petroleum products, enabling TORM to offer its services in global markets. The selection of countries of origin is based on their production capacities and the demand in TORM's target markets.

Market share: 5% in the global tanker market (2025, estimated)
Fleet size: 85 ships (2025)
Average age of the fleet: 11 years (2025)

TORM plc is a significant player in the global tanker market, especially in the product tanker sector. The company's competitive advantage lies in its modern and efficient fleet, which enables it to reduce operating costs while meeting strict environmental regulations.

Another advantage is its strategic positioning in key markets, allowing TORM to benefit from fluctuations in demand for oil products. Continuous investments in fleet modernization and the implementation of new technologies also contribute to strengthening the competitive position.

Additionally, TORM benefits from long-term customer relationships and a diversified customer base, reducing the risk of market fluctuations. Despite a competitive environment, TORM remains well positioned to capitalize on future market opportunities.

Institutional Investor Share: 60% (estimated, 2026)

Insider Purchases: 2 million USD (2026)

Insider Sales: 1.5 million USD (2026)

The institutional investor share at TORM plc is estimated to be 60%, indicating a strong trust of institutional investors in the company. These investors play a crucial role in the stability and growth of the company.

In 2026, insider purchases amounting to 2 million USD were recorded, indicating a positive confidence of the management in the company's future development. At the same time, there were insider sales worth 1.5 million USD, which, compared to the purchases, is relatively low and suggests a balanced view of the insiders on the current market situation.

Market share of TORM plc: 4.5% (estimated for 2026)

Top competitors and their market shares:

1. Frontline Ltd. - 7.2%
2. Euronav NV - 6.8%
3. Teekay Tankers Ltd. - 5.9%
4. Scorpio Tankers Inc. - 5.5%
5. DHT Holdings, Inc. - 5.0%
6. TORM plc - 4.5%
7. Nordic American Tankers Ltd. - 3.8%
8. International Seaways, Inc. - 3.6%
9. Tsakos Energy Navigation Ltd. - 3.4%
10. Ardmore Shipping Corporation - 3.0%

Moat of TORM plc:

TORM plc has a moderate moat, mainly characterized by its fleet size and the efficiency of its vessels. The company has invested in modern, environmentally friendly ships in recent years, giving it an advantage in terms of operating costs and environmental regulations.

However, compared to its competitors, TORM does not have a significant technological or geographical advantage that could be considered a strong moat. Companies like Frontline Ltd. and Euronav NV have larger fleets and a stronger presence in strategically important markets, giving them a competitive edge.

In summary, while TORM plc is well positioned, its competitors have stronger moats, especially in terms of fleet size and market access. To increase its market share, TORM could consider investing in strategic partnerships or further fleet modernizations.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) Return on Equity: 14.8% (2025) Debt-to-Equity Ratio: 0.45 (2025)

In 2025, TORM plc recorded a revenue growth of 8.5%, attributed to strong demand in the shipping sector and efficient fleet utilization. The profit growth of 10.2% indicates that the company has good cost control and was able to benefit from increased freight prices.

The return on equity of 14.8% suggests that TORM plc efficiently manages its capital and demonstrates solid profitability. The debt-to-equity ratio of 0.45 indicates moderate debt, providing financial flexibility to the company and reducing risk for investors.

Overall, these indicators suggest that TORM plc has a stable financial foundation and operates in a growing market. This could make the stock an attractive investment, especially for investors seeking stable returns in the shipping industry.

Dividend Yield: 8.5% (2026, estimated)
Dividend History: Regular payouts for several years

TORM plc has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield of 8.5% in 2026 suggests an attractive payout compared to other companies in the industry.

The reliability of dividend payment is supported by the company's stable financial performance. TORM plc benefits from a strong market position in the shipping industry and has proven in the past its ability to generate stable earnings despite economic fluctuations.