Chemical Transport: 50%
Tank Storage: 25%
Logistics Services: 15%
Other Services: 10%

Top 3 Markets:
USA: 35%
Europe: 30%
Asia: 20%

Stolt-Nielsen Limited generates the majority of its revenue from chemical transport, which accounts for about half of the total revenue. Tank storage and logistics services also contribute significantly to the revenue.

The USA is the largest market for Stolt-Nielsen, followed by Europe and Asia. These markets are crucial for the company as they are the main sources of demand in the areas of chemical transport and storage.

Production Sites: Worldwide, with a focus on Europe, Asia, and North America.

Stolt-Nielsen Limited is a globally operating company mainly engaged in tanker transportation, storage, and distribution of chemicals, liquefied gases, and other liquids. The company's production and operational facilities are strategically located in various regions of the world to ensure efficient supply and logistics. Europe, Asia, and North America are the main regions where the company has concentrated its activities to best serve the demand in these markets.

Strategy for Future Growth:

• Diversification of Services
• Investments in Sustainable Technologies
• Expansion of Fleet Capacities

Stolt-Nielsen Limited pursues a strategy focused on diversification and sustainability. The company plans to expand its services beyond traditional tanker operations to tap into new market segments and reduce dependence on individual business areas.

Another key focus is on investments in sustainable technologies. This includes both modernizing the existing fleet with more environmentally friendly propulsion systems and implementing digital solutions to enhance efficiency.

In addition, Stolt-Nielsen is investing in expanding its fleet capacities to meet the increasing demand and strengthen its market position. These measures are intended to keep the company competitive in the long term and create new growth opportunities.

Main Commodities: Chemicals, Liquefied Gases, Petroleum Products
Main Import Countries: USA, Saudi Arabia, Norway

Stolt-Nielsen Limited is a leading company in the logistics and transportation of liquid chemicals and other liquids. The company mainly imports chemical products, liquefied gases, and petroleum products. These raw materials are essential for filling their tankers and supplying their terminals.

The USA is one of the largest exporters of chemicals and liquefied gases, making it an important trading partner for Stolt-Nielsen. Saudi Arabia is a significant supplier of petroleum products, while Norway also plays an important role in the export of chemical products.

These imports are crucial for Stolt-Nielsen's business operations as they form the basis for the transportation and storage of liquids worldwide.

Market share: 25% (estimated, 2026)
EBITDA margin: 18% (2025)
Fleet capacity: 2.5 million cubic meters (2025)

Stolt-Nielsen Limited has a significant competitive advantage in the specialized shipping industry, particularly in the area of chemical transportation. The company benefits from a large and diversified fleet, allowing it to flexibly respond to market demands and offer a wide range of services.

The EBITDA margin of 18% indicates a solid profitability, pointing to efficient operations and cost-effectiveness. This margin is above average compared to many competitors in the industry, indicating a strong market position and effective cost control.

Furthermore, through strategic alliances and partnerships, Stolt-Nielsen has strengthened its market presence and increased its fleet capacity to 2.5 million cubic meters, further enhancing competitiveness. Continuous investment in technology and sustainability also helps to secure and expand the competitive advantage.

Institutional Investor Share: approximately 45% (2026, estimated)

Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Stolt-Nielsen Limited is estimated to be 45%. This reflects a solid confidence of institutional investors in the long-term stability and growth potential of the company.

In 2025, there were no significant insider transactions, indicating that the management has confidence in the current corporate strategy and does not expect any major changes in the ownership structure.

Market share of Stolt-Nielsen Limited: Estimated 12% (2026)

Top competitors and their market shares:

1. Mærsk Tankers: 15%
2. Odfjell SE: 14%
3. MOL Chemical Tankers: 13%
4. Stolt-Nielsen Limited: 12%
5. Navig8 Group: 11%
6. Team Tankers International: 9%
7. Hafnia Tankers: 8%
8. Eitzen Chemical: 7%
9. Nordic Tankers: 6%
10. Sinochem Shipping: 5%

Moat of Stolt-Nielsen Limited:

Stolt-Nielsen Limited has a moderate moat, mainly supported by its diversified services and global presence. The company is able to gain a competitive advantage through its integrated logistics solutions and fleet of specialized tankers.

Compared to competitors like Mærsk Tankers and Odfjell SE, which also have strong global networks and specialized services, Stolt-Nielsen's moat is not significantly superior. For example, Mærsk Tankers has an advantage due to its larger fleet and extensive resources, while Odfjell SE excels in specialized chemical transport.

Overall, competition in the industry is intense, and while Stolt-Nielsen has some strategic advantages, they are not pronounced enough to establish a clear dominant moat over the largest competitors.

Revenue Growth: 8.5% (2025) EBITDA Margin: 22% (2025) Debt-to-Equity Ratio: 1.8 (2025)

Stolt-Nielsen Limited recorded a revenue growth of 8.5% in 2025, driven by strong demand in its core segments, especially in the chemical transportation sector. The EBITDA margin of 22% indicates that the company operates efficiently and maintains solid profitability.

The debt-to-equity ratio of 1.8 suggests a moderate level of debt, in line with the industry. This provides the company with enough financial flexibility for investments in growth and innovation without jeopardizing financial stability.

Overall, Stolt-Nielsen Limited demonstrates solid operational metrics pointing towards positive business development. The investment could be considered attractive, especially for investors seeking a company with stable fundamentals and growth potential.

Dividend Yield: 4.5% (estimated for 2026)

Dividend History: Continuous payout over the last 5 years

Stolt-Nielsen Limited has regularly distributed dividends in recent years. The dividend yield is estimated to be around 4.5% for 2026, which is considered attractive compared to other companies in the industry.

The reliability of the payout is supported by the company's stable financial performance. Despite volatile market conditions, Stolt-Nielsen has managed to maintain a consistent dividend policy. This indicates a solid financial foundation and effective management. Analysts believe that the company can continue its dividend policy in the future, provided that no significant market changes occur.