Klimabala's questions to SFL Corporation Ltd (SFL) leadership • Q2 2025
Question
An analyst identified as Klimabala asked for clarification on the run-rate EBITDA from the energy segment and sought confirmation on the CapEx and delivery schedule for the containership newbuilds.
Answer
CFO Akce Odersen confirmed that Q2 energy revenue included a non-recurring $3 million payment, and the segment will have a 'negative drag' until the Hercules rig is re-contracted. CEO Oleg Khtako noted the Linus rig generates about $90,000 per day net of OpEx. Mr. Odersen also confirmed the $850 million in outstanding CapEx for newbuilds, with deliveries scheduled throughout 2028 and payment installments beginning in Q1 2027.