CDLR Cadeler A/S

NEUTRAL Impact: 5/10 6-K
Horizon months Filed Mar 26, 2026 Processed 2mo ago SEC 0001978867-26-000025
Notable filing: 6-K
Latest settled — T+20d
CDLR ▲ +17.30% at T+20d
NEUTRAL call ✓ call won +17.30% · α vs SPY +6.63% · entry $22.49 → $26.38
Next anchor: T+60d in 13d
Last close $23.40 (close Jun 8) · +4.05% from $22.49 entry
Entry anchored
Mar 25, 03:59 PM ET
via Databento tick
T+1d
-1.65%
call -1.65% · α +0.03%
$22.12
settled 3mo ago
T+5d
+6.45%
call +6.45% · α +4.81%
$23.94
settled 2mo ago
T+20d
+17.30%
call +17.30% · α +6.63%
$26.38
settled 7w ago
T+60d
call — · α —
in 13d

Price Chart

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Executive Summary

Cadeler raised approximately EUR 175 million through a private placement to fund initial commitments for two T-class wind foundation installation vessel newbuilds and evaluate the acquisition of a scour protection vessel. The fleet expansion is structured with back-loaded payments and 65% expected debt financing, preserving near-term dividend capacity despite no final investment decisions being made.

Actionable Insight

Monitor for final investment decisions on the T-class newbuilds and scour protection vessel acquisition, which could signal confidence in long-term offshore wind demand. The back-loaded capex and debt financing suggest near-term dividend stability, but investors should assess future debt levels and utilization rates post-2029.

Key Facts

  • Raised approximately EUR 175 million via private placement at a price above the 5-day VWAP
  • Proceeds to fund initial capital commitments for two proposed T-class vessel newbuilds (delivery in 2030 and 2031)
  • Evaluating acquisition and conversion of a scour protection vessel to strengthen foundation transportation and installation (TI) services
  • Payment profiles for newbuilds are back-loaded, with majority of capex due after 2029
  • Total capex expected to be 65% debt financed; no additional equity expected for current plans
  • No final investment decisions made; all terms remain indicative

Financial Impact

EUR 175 million equity raise; total capex for newbuilds to be 65% debt financed with limited near-term cash outflows

cashdebtcapexdividend_capacity

Risk Factors

  • No final investment decisions have been made — plans remain non-binding and subject to change
  • Execution risk in securing favorable debt financing and vessel construction timelines
  • Offshore wind market demand could weaken before 2030, affecting vessel utilization and returns

Market Snapshot

Exchange
NYSE
Sector
Deep Sea Foreign Transportation of Freight

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001978867-26-000025
Document: 0001978867-26-000025-index-headers.html0001978867-26-000025
Document: 0001978867-26-000025-index.html0001978867-26-000025
Document: 0001978867-26-000025.txt0001978867-26-000025
7 reports for CDLR
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for CDLR — sortable, filterable
Type Now
May 28, 2026
12d ago
6-K
NEUTRAL ★ 2/10
$25.65 $24.72▼ −3.63%▼ −3.94%$23.40 (−8.77%)
May 27, 2026
13d ago
6-K
NEUTRAL ★ 2/10
$26.25 $25.02▼ −4.69%▼ −5.89%$23.40 (−10.86%)
Mar 31, 2026
10w ago
6-K
BULLISH ★ 7/10
$23.53 $24.94▲ +5.99%▲ +2.05%$23.40 (−0.55%)
Mar 30, 2026
10w ago
6-K
NEUTRAL ★ 4/10
$21.94 $23.95▲ +9.16%▲ +4.86%$23.40 (+6.65%)
Mar 30, 2026
10w ago
6-K
NEUTRAL ★ 4/10
$21.94 $23.95▲ +9.16%▲ +4.86%$23.40 (+6.65%)
Mar 30, 2026
10w ago
6-K
NEUTRAL ★ 5/10
$21.94 $23.95▲ +9.16%▲ +4.86%$23.40 (+6.65%)
Mar 26, 2026
10w ago
6-K
NEUTRAL ★ 5/10
$22.49 $23.94▲ +6.45%▲ +4.81%$23.40 (+4.05%)
Showing 7 of 7

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