Navios NMM Earnings Call Transcript

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• 234 Capesize vessels needed for new iron ore capacity, but only 173 vessels in current order book

  80% confidence

• Company is laser-focused on business and modernizing fleet

  80% confidence

• Tanker market outlook is positive over medium term based on low order book, aging fleet, reduced fleet from sanctions

  80% confidence

• Drybulk market outlook is positive based on steady long-term demand growth and constrained vessel supply

  80% confidence

• Tariffs not expected to significantly affect tankers/drybulk except steel; reduced container/grain impact expected post US-China trade deal

  80% confidence

• Geopolitical risk, regional conflict, tariff changes, and evolving trade patterns are unprecedented

  80% confidence

• Sanctioned tankers total 785 vessels, representing approximately 14% of total capacity removed

  80% confidence

• Diversification is strength when embedded in risk management culture

  80% confidence

• EBITDA run rate of approximately €750M over past 4 years

  80% confidence

• Five years of constant change in operating environment driven by geopolitical events

  80% confidence

• Company has strong risk management culture, continuously monitoring and assessing risk

  80% confidence

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