Added to YB: 2026-07-28
Pitch date: 2026-07-25
BWLP [bullish]
BW LPG Limited
+0.96%
current return
Author Info
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Company Info
BW LPG Limited, an investment holding company, engages in ship owning and chartering activities worldwide.
Market Cap
NOK 3.3B
Pitch Price
NOK 20.86
Price Target
N/A
Dividend
6.69%
EV/EBITDA
5.83
P/E
9.24
EV/Sales
1.14
Sector
Oil, Gas and Consumable Fuels
Category
value
Show full summary:
BW LPG Limited $BWLP Deep Dive & Valuation Snapshot
BWLP: Global VLGC leader (49 ships), 32% BW Group-owned. Q1'26 blowout: $187.3M PAT, $1.08 EPS, $55,450/day TCE, 13.7% div yield. Trades <3.5x EV/EBITDA vs Dorian 7.5x. Q2 85% booked at ~$81k/day, spot spiking to $238k. 2030: $900M-1.1B EBITDA, $5-6B EV. US export tailwinds; risk: 130-ship orderbook.
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