Accsys Technologies PLC (OTCPK:ACSYF)

Half Year 2026 Accsys Technologies PLC Earnings Call Transcript

Nov 25, 2025 / 09:00 AM GMT

Release Date Price: $0.86885

Transcript

Key Points

Positve

Accsys Technologies PLC (FRA:1D8) reported a significant improvement in profitability for the first half of 2025, with adjusted EBITDA increasing by 160% to €10.4 million.
The company achieved a 22% increase in total sales volumes, driven by strong demand across all regions, particularly in North America where sales grew by 61%.
Accsys maintained a gross margin above its target of 30%, demonstrating effective pricing and cost discipline.
The company successfully negotiated improved financing terms with ABN Amro and HSBC, strengthening its capital structure and reducing net debt by €2.8 million.
Accsys is expanding its production capacity, including doubling its Akoya color capacity in Barry and investing in new asset storage in Arnhem, positioning the company for future growth.

Negative

The joint venture in North America, while showing improvement, reported a modest EBITDA loss of €0.3 million, indicating ongoing challenges in achieving full profitability.
Despite overall sales growth, the Akoya for Tricoya segment experienced slower demand, with only a 6.4% increase in volume, reflecting subdued market sentiment.
The company faces macroeconomic challenges, including high energy costs and regulatory pressures in key European markets, which could impact future growth.
Accsys is dealing with a 10% tariff on imported lumber in the US, which may affect pricing and profitability, although the company has implemented price increases to mitigate this.
The company's growth strategy requires significant capital investment, including potential future equity injections into the joint venture to support expansion and working capital needs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ACCS.L - Accsys Technologies PLC
Half Year 2026 Accsys Technologies PLC Earnings Call
Nov 25, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everybody and welcome to AxI interim results presentation for the six months ended September 30th, 2025.

I am very pleased to report that we have delivered an excellent first half with a significant improvement in profitability.

Our growth across all regions is beating the underlying market trends, showing our focus strategy is effective and that the company is delivering on its promises.

Akoya has seen strong growth across its sales regions with a 22% increase in total sales volumes, gaining market share from competitive and alternative materials. Our premium market positioning is proving resilient against continuing macroeconomic challenges. Group revenues increased by 23% on a

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