NB_Patrick Brisbane AutoStradTM 2023 (2) Patrick Brisbane AutoStradTM 2023 NB_Patrick Brisbane AutoStradTM 2023 Kalmar secures significant order from Patrick Terminals. KALMAR CORPORATION, PRESS RELEASE, 8 OCTOBER 2025 AT 10:00 AM (EEST) Kalmar secures significant order from Patrick Terminals for its automated straddle carrier solution Kalmar has secured a significant order for 14 hybrid Kalmar AutoStrad™ machines from Patrick Terminals, to be deployed at Sydney AutoStrad terminal. The order was boo ...

RST_NL Kalmar and Rotterdam Shortsea Terminals continue long-term collaboration. KALMAR CORPORATION, PRESS RELEASE, 3 OCTOBER 2025 AT 12:00 PM (EEST) Kalmar and Rotterdam Shortsea Terminals continue long-term collaboration with repeat order for hybrid straddle carriers Kalmar has concluded an agreement with Rotterdam Shortsea Terminals (RST) to supply five Kalmar hybrid straddle carriers. The large repeat order, which includes the MyKalmar INSIGHT performance management tool, was booked in Kalmar's Q3 2 ...

Financial Data and Key Metrics Changes - EBITDA increased by 5.3% to $143,800,000 compared to the same period in 2024 [2] - Funds from operations (FFO) rose by 13.8% to $84,100,000 [2] - Net profit after tax was reported at $43,100,000, a 17% increase from the prior comparative period [12] Business Line Data and Key Metrics Changes - Terminal infrastructure charge (TIC) increased to $3.72 per ton, up 3.6% from the previous year [2][8] - Handling costs are fully recharged to customers, having no impact on EBITDA [12] Market Data and Key Metrics Changes - The terminal services 21 mines owned by 11 customers across the Central Bowen Basin, Australia's premier metallurgical coal region [1] - The terminal is the largest metallurgical coal export terminal globally, accounting for over 14% of global seaborne metallurgical coal exports [1] Company Strategy and Development Direction - The company is focused on organic growth opportunities and has a capital investment program of approximately $405,500,000, with $122,000,000 already invested [20][24] - The ADEX project aims to expand terminal capacity, with potential for incremental capacity increases based on demand [25][26] - The company is exploring optimization initiatives to enhance terminal capacity utilization without significant capital expenditure [19] Management's Comments on Operating Environment and Future Outlook - Management noted that the current coal market is influenced by global geopolitical factors, which may delay customer engagement on expansion projects [34] - The company is optimistic about future revenue growth driven by ongoing projects and optimization initiatives [19][30] Other Important Information - The company maintains an investment-grade balance sheet with stable credit ratings from S&P and Fitch [13] - DBI has $2,300,000,000 in total debt facilities, with $1,800,000,000 drawn as of June 30, 2025 [13][15] Q&A Session Summary Question: Capital allocation review and timing of ADEX expansion - Management indicated that the ADEX expansion has been delayed due to market conditions and customer development planning, with expectations for customer engagement in 2026 [34] Question: Optimization benefits and impact on ADEX - Management clarified that optimization initiatives will provide incremental value but will not significantly impact the need for ADEX expansion [36] Question: Rail network capacity for ADEX expansion - Management believes the rail network has sufficient capacity to support ADEX expansion without major upgrades, although some enhancements may be needed [44] Question: Breakdown of capital expenditure - Most capital expenditure was spent on the ship loader and reclaimer, totaling approximately $280,000,000 [46] Question: Interest costs expectations - Interest costs are expected to rise due to increased capital spending, but capitalized interest will not significantly impact the P&L until projects are commissioned [48][49] Question: Future kneecap opportunities - Management discussed potential projects, including a new ship loader and gallery wrapping, with a total estimated cost of around $400,000,000 over the next several years [52][54] Question: Criteria for future acquisitions - Management indicated that acquisitions below $100,000,000 may not be pursued unless they are adjacent to current operations, while larger opportunities would be considered based on familiarity and alignment with existing business [56][58] Question: Support from shareholders for large acquisitions - Management expressed confidence in shareholder support for value-accretive opportunities, noting improved conditions in debt markets for coal-related assets [60][61]

Core Insights - Kalmar Corporation has secured an order from Cagliari RoRo Terminal for eight heavy terminal tractors, which will enhance operational efficiency and safety [1][3] - The order is part of Kalmar's Q2 2025 intake, with delivery expected in Q4 2025 [1] - Cagliari RoRo Terminal, established in 2008, is a significant logistics player in the Mediterranean region [2] Company Overview - Kalmar is a global leader in sustainable material handling equipment and services, operating in over 120 countries with approximately 5,200 employees [5] - In 2024, Kalmar reported sales of approximately EUR 1.7 billion [5] Customer Relationship - Cagliari RoRo Terminal has been a loyal customer of Kalmar for several years, valuing the reliability and performance of Kalmar's terminal tractors [4] - The collaboration is supported by Kalmar Italia's local service capabilities, ensuring rapid delivery of parts and maintenance services [4]

Core Insights - Kalmar has secured a significant order to supply 11 hybrid straddle carriers to Seayard for the FOS2 XL container terminal in Fos-sur-Mer, France, with delivery expected by Q2 2026 [1][3]. Company Overview - Kalmar is a global leader in sustainable material handling equipment and services, headquartered in Helsinki, Finland, operating in over 120 countries with approximately 5,200 employees. In 2024, Kalmar's sales reached approximately EUR 1.7 billion [5]. Environmental Impact - The new hybrid straddle carriers will enable Seayard to significantly reduce fuel consumption and CO2 emissions compared to traditional diesel-powered machines, while also generating less noise [3]. Operational Efficiency - The MyKalmar INSIGHT performance management tool will provide Seayard with actionable insights to enhance fleet operations and identify efficiency improvement areas [3][4]. Strategic Partnership - The partnership between Kalmar and Seayard is strengthened through this order, with a focus on optimizing fuel consumption and improving operational reliability [4].

Core Viewpoint - Kalmar has successfully completed a repair project for a ship-to-shore (STS) crane at the Nhava Sheva Freeport Terminal (NSFT) in Mumbai, India, in collaboration with the Jawaharlal Nehru Port Authority (JNPA) [6][7]. Company Summary - Kalmar Corporation is a global leader in sustainable material handling equipment and services, operating in over 120 countries with approximately 5,200 employees. In 2024, the company reported sales of approximately EUR 1.7 billion [10]. - The company specializes in heavy material handling equipment and services for ports, terminals, distribution centers, manufacturing, and heavy logistics [10]. Industry Summary - JNPA is a significant government-owned container handling port in India, responsible for around 50% of the total containerized cargo volume at the country's major ports [7]. - The STS cranes at NSFT are essential for the loading and unloading of intermodal containers, highlighting the importance of maintaining such equipment for operational efficiency [8].

Core Insights - Kalmar has signed an agreement to supply Victoria International Container Terminal (VICT) with four hybrid automated straddle carriers, each capable of a 60-ton twin lift [3] - The order was booked in Kalmar's Q2 2025 order intake, with delivery expected to be completed by Q1 2026 [3] Company Overview - Kalmar Corporation is a global leader in sustainable material handling equipment and services, operating in over 120 countries and employing approximately 5,200 people [7] - In 2024, Kalmar's sales totaled approximately EUR 1.7 billion [7] Terminal Details - VICT is Australia's only fully automated container terminal, owned by International Container Terminal Services, Inc., with a design capacity of 1.5 million TEU [4] - The terminal is the only one in Melbourne capable of handling the largest boxships [4] Technology and Operations - VICT's automated operations are powered by the Kalmar One Automation System, which integrates automated equipment with a tested software solution [5] - Kalmar is responsible for ongoing maintenance and support of the automated container handling software at VICT [5] Executive Insights - Bruno Porchietto, CEO of VICT, emphasized Kalmar's role in increasing productivity and customer satisfaction [6] - Karri Keskinen, Head of Global Sales at Kalmar, noted that the new straddle carriers will enhance productivity and reliability for VICT [6]