# BW LPG Limited (BWLP)

> Source: Nexqual · https://nexqual.com/BWLP · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, BW LPG Limited (BWLP), nexqual.com/BWLP" · informational, not investment advice.

**Price:** USD 24.73 (-1.94% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 25.22 · day 24.33–24.87 · 52w 11.72–26.71 · market cap $3.75B · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold BWLP (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Analysts: None.
- Total return with dividends: 1Y +115.9% vs S&P 500 +14.9%; 5Y +920.8% vs S&P 500 +80.3%.
- Next earnings: 2026-11-23, EPS estimate USD —, revenue estimate $359M.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold BWLP. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Sarah Ketterer | Causeway Capital Management | 0.09% | $8.0M | New position |

## Analysts
Consensus None.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +115.9% | +920.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +116.5% | +59.0% |
| Volatility (annualized) | 38.6% | 51.9% |
| Max drawdown | -24.7% (Mar 2026→Mar 2026) | -53.4% (May 2024→Mar 2025) |

## Peers (Oil & Gas Midstream)
DHT (DHT Holdings, Inc.) USD 24.12 -0.17% · TRMD (TORM plc) USD 38.53 -2.08% · STNG (Scorpio Tankers Inc.) USD 82.44 -0.70% · TNK (Teekay Tankers Ltd.) USD 95.31 -0.71% · GLNG (Golar LNG Limited) USD 44.03 -2.13% · CMBT (CMB.TECH NV) USD 18.08 -1.42%

## More
Full page: https://nexqual.com/BWLP · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in BWLP's own 20-F filed 2026-03-31 (https://www.sec.gov/Archives/edgar/data/1649313/000110465926037215/bwlp-20251231x20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Saudi Aramco | "In 2025, the Group's top five Shipping customers by revenue included Aramco Trading, P66, Abu Dhabi Marine International Chartering, BGN International and Hindustan Petroleum Corporation Limited, representing an aggregat…" |
| Customer | ITOCHU CORP (ITOCF) | "In 2025, the top five customers of Product Services by revenue were Unipec Singapore, SK Gas International, Shandong Port Group, Itochu Corp., Eneos Globe Corp., which together represented 47.5% of the Group's Revenue – …" |
| Partner | Confidence Petroleum India | "On 30 November 2023, the Group signed a joint venture agreement with Confidence Petroleum India Limited ("Confidence") and committed to invest approximately US$40 million in Confidence and in an LPG onshore import termin…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | — | — | — | $358.8M | — |
| Next quarter (ends 2026-12-31) | — | — | — | $312.8M | — |
| Current fiscal year (ends 2026-12-31) | — | — | — | $1.29B | — |
| Next fiscal year (ends 2027-12-31) | — | — | — | $783.6M | — |