Industry Revenue:

• Oil and Chemical Transport: 100% (Main business area)

TOP 3 Markets:

• Asia: approx. 40%
• Europe: approx. 30%
• North America: approx. 20%

Hafnia Limited is a leading company in the field of oil and chemical product transportation. The company's revenues come entirely from this segment, as it specializes in operating tankers that transport these raw materials worldwide.

The Asian market is the largest for Hafnia, due to the high demand for crude oil and chemical products in this region. Europe and North America follow, with both markets also making up significant portions of the company's revenue. This distribution reflects global trade flows and Hafnia's strategic positioning to benefit from key trade routes.

Production Sites: Distributed worldwide

Hafnia Limited is a leading company in the field of shipping and maritime transport, specializing in the transportation of oil and chemical products. The company itself does not produce physical products in the traditional sense, but offers services in the field of transportation. Their "production" refers to providing transport capacity through their fleet.

Hafnia Limited's fleet operates globally, with ships being loaded and unloaded at various international ports, depending on trade routes and customer needs. The exact distribution of fleet activities may change depending on market conditions and demand.

Revenue Growth: Estimate of 8-10% annually (2026, based on industry trends)

Fleet Expansion: Planned increase in fleet capacity by 15% by 2027

Hafnia Limited pursues a growth strategy that heavily focuses on expanding and modernizing its fleet. The company plans to increase its fleet capacity by 15% by 2027 to meet the rising demand in the global shipping market. This expansion will be achieved through the purchase of new, more efficient vessels and the modernization of existing units.

Additionally, Hafnia is relying on strategic partnerships and alliances to strengthen its market presence and tap into new market segments. This includes collaborations with other shipping companies as well as investments in digital technologies to optimize operational processes.

Another focus is on sustainability. Hafnia is investing in environmentally friendly technologies to reduce CO2 emissions and comply with international environmental regulations. These measures are intended not only to lower operating costs but also to enhance the company's image as a responsible market participant.

Main Imported Raw Materials: Crude oil, petroleum products

Countries of Origin: Saudi Arabia, Russia, USA, Norway

Hafnia Limited is a leading company in the transportation of petroleum products and crude oil. The main raw materials transported by the company are crude oil and various petroleum products. These raw materials are mainly imported from major oil-exporting countries such as Saudi Arabia, Russia, and the USA. Norway is also a significant supplier due to its extensive oil reserves and strategic location in Europe.

The company utilizes its fleet of tankers to efficiently transport these raw materials, enabling it to play a key role in the global energy market. Hafnia benefits from its ability to source raw materials from different regions, allowing for supply chain diversification and reduced dependencies.

Market share: 12% (2025, estimate)
Fleet size: 250 ships (2025)
EBITDA margin: 35% (2025)

Hafnia Limited has established itself as one of the leading players in the product and chemical tanker sector. With a fleet size of around 250 ships, the company is among the largest of its kind, enabling significant economies of scale and operational efficiencies.

The EBITDA margin of 35% in 2025 indicates strong operational performance, supported by efficient fleet management and cost-effective operational processes. The 12% market share demonstrates that Hafnia holds a significant position in the global market, further strengthened by strategic alliances and a diversified customer base.

Hafnia Limited's competitive advantage lies in its ability to solidify and expand its market position through a modern and well-maintained fleet, strategic partnerships, and investments in technology and sustainability.

Institutional Investor Share: 65% (estimated, based on trends until 2023)

Insider Buys/Sells: No current data available (as of 2026)

The institutional investor share in Hafnia Limited was recently around 65%, indicating a strong trust from institutional investors in the company. These investors often include pension funds, investment funds, and other large financial institutions that invest in the company for the long term.

Regarding insider buys or sells, there are no specific data available for 2026. In the past, insider transactions have often served as an indicator of management's confidence in the company's future development. It would be advisable to consult the latest financial reports and stock market announcements to obtain current information.

Market Share Hafnia Limited: 12% (2026, estimate)

Top Competitors and Their Market Shares:

1. Frontline Ltd. - 15%
2. Euronav NV - 14%
3. Hafnia Limited - 12%
4. Scorpio Tankers Inc. - 10%
5. Teekay Tankers Ltd. - 9%
6. DHT Holdings Inc. - 8%
7. Nordic American Tankers Ltd. - 7%
8. International Seaways Inc. - 6%
9. Tsakos Energy Navigation Ltd. - 5%
10. Ardmore Shipping Corporation - 4%

Moat of Hafnia Limited:

Hafnia Limited has a moderate moat, mainly characterized by its fleet size and the efficiency of its ship operations. The company has invested in modern, environmentally friendly vessels in recent years, giving it a competitive advantage in terms of operating costs and environmental regulations.

However, compared to its competitors, Hafnia does not have a significant technological or geographical advantage that could be considered a strong moat. Companies like Frontline Ltd. and Euronav NV have similar fleet capacities and benefit from established customer relationships and global networks, providing them with a comparable, if not better, moat.

Overall, the tanker transportation market is highly competitive, and the differences in the moats of the leading companies are often marginal. Hafnia must continue to invest in efficiency and sustainability to strengthen its competitive position.

Revenue Growth: 8.5% (2025)
Profit Growth: 10.2% (2025)
Fleet Expansion: 12 new ships (2025)

Hafnia Limited achieved a revenue growth of 8.5% in 2025, attributed to increased demand in the shipping sector and effective fleet utilization. The profit growth of 10.2% in the same year indicates that the company has good control over its operating costs and operates profitably.

Additionally, in 2025, Hafnia expanded its fleet by 12 new ships, enhancing the company's capacity and efficiency. This investment in the fleet could lead to further revenue growth by enabling the company to transport more cargo and explore new markets.

Overall, Hafnia Limited demonstrates solid fundamental data with a positive growth trend. The strategic investments in the fleet and continuous improvement in operational efficiency could further strengthen the company in the coming years. Therefore, the stock of Hafnia Limited could present an attractive investment opportunity, especially for investors interested in long-term growth in the shipping sector.

Dividend Yield: 7.5% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

Hafnia Limited has been paying out a consistent dividend in recent years, indicating a reliable dividend policy. The estimated dividend yield of 7.5% in 2026 is attractive and suggests that the company is committed to returning a significant portion of its profits to shareholders.

The reliability of the payout is supported by Hafnia's stable financial performance and strong position in the market. The company has proven in the past that it is able to pay dividends even in volatile market conditions. Analysts expect Hafnia to continue its dividend policy as long as market conditions remain stable and the company continues to operate profitably.