Azelis Group NV (OTCPK:AZLGF)

Half Year 2026 Azelis Group NV Earnings Call Transcript

Jul 30, 2026 / 07:00AM GMT

Release Date Price: $11.32

Transcript

Key Points

Positve

Azelis Group NV (AZLGF) achieved positive group organic revenue growth for the first time in over a year, with 4% growth in Q2 2026.
The company delivered stable margins in H1 2026, demonstrating disciplined execution amid raw material volatility and supply chain challenges.
Adjusted EBITA grew 12% year-over-year in Q2 2026 and 23% sequentially, reflecting strong earnings momentum.
APAC and Americas regions showed robust organic growth, with APAC accelerating from 4% in Q1 to 13% in Q2 2026.
The company maintained a healthy conversion margin of 44.4% in H1 2026, improving sequentially from 42.4% in Q1 2026.

Negative

EMEA region remained challenging with a 4.6% organic revenue decline in H1 2026, impacted by soft demand and tough comps.
The flavors and fragrance business in EMEA faced competitive price pressure, negatively affecting performance.
Azelis Group NV (AZLGF)'s agri business was adversely affected by exceptionally dry weather conditions.
The US experienced weak volumes in CASE due to supply constraints from key principles during the period.
Weak macroeconomic conditions in Brazil and Mexico led to overall weakness in the company's business in those markets.

Pamela Antay

Azelis Group NV - Senior Vice President, Investor Relations

Good day, and welcome to Azelis First half 2026 earnings presentation. Today, we have Anna Bertona, Group CEO, who will give an update on our operating progress year-to-date. Boris Cambon-Lalanne, Group CFO, will present the financial results, and then Anna will say a few words on the outlook. After their presentations, we will open the call for Q&A.

But until then, you will be on listen-only mode. As a reminder, this presentation may contain forward-looking statements that are subject to risks. We will make a recording of this call available on our website later today.

I will now hand you over to Anna.

Anna Bertona

Azelis Group NV - Chief Executive Officer, Executive Director

Thanks, Pam, and good day to everyone. Thank you for dialing in today. We realize it is a very busy day for corporate earnings and many of you are probably one report away from your summer holidays. So we will be sharp and efficient and start right away. As usual, I will kick off with the

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