Half Year 2025 Titan SA Earnings Call Transcript

Jul 31, 2025 / 01:00 PM GMT

Release Date Price: €36.35 (+2.39%)

Transcript

Key Points

Positve

Titan SA (TTCIF) reported a third consecutive year of growth, doubling its EBITDA over the period.
The company successfully completed the IPO of Titan America, resulting in record dividend payouts.
Titan SA (TTCIF) has made significant progress in its decarbonization efforts, reducing CO2 emissions by 18 kg per ton of cementitious material.
The company has strengthened its liquidity position, reducing net debt to €137 million with a low leverage ratio.
Titan SA (TTCIF) is advancing its digital transformation, with over 50% of its assets under real-time optimizers, enhancing reliability and reducing costs.

Negative

Adverse weather conditions in the US and Southeast Europe impacted sales, with a $30 million loss in the US market.
The US residential market remains weak, affecting overall demand.
The company faces rising electricity costs in Europe, which could impact profitability.
There is uncertainty surrounding tariffs imposed by the US, which could affect pricing and sales.
The company recorded a one-off scope change of €51.9 million due to the sale of cement operations in eastern Turkey, impacting net profit.

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

TITC.BR - Titan SA
Half Year 2025 Titan SA Earnings Call
Jul 31, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. I'm Vassilius, your Corrus call operator. Welcome and thank you for joining the Tan Group conference call and the live webcast to present and discuss the first half 2025 results. Please note this call and presentation is intended for analysts and investors only.

At this time I would like to turn the conference over to Mr. Marcel Cabu, chair of the Group Executive Committee, and Mr. Michael Kolakides, Group CFO. Mr. Corbus, you may now proceed.

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Unidentified_2 [2]
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Thank you. Welcome all. Good morning, good

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