Half Year 2026 Canatu Oyj Earnings Call Transcript

Aug 25, 2026 / 09:00 AM GMT

Transcript

Key Points

Positve

Received a new reactor order from FST, the first in nearly three years, ahead of the 2030 revenue plan.
Strong balance sheet with no debt and a good cash position, supporting growth initiatives.
Gross margins remain healthy, indicating inherent profitability that can scale with revenue.
New Polaris program focuses on disciplined portfolio prioritization, cost measures, and a streamlined management team.
Long-term growth targets reaffirmed: over €100 million revenue by 2030 and 20%+ CAGR through 2035.

Negative

H1 revenue declined significantly to €4.2 million, with a full-year outlook of a significant drop from 2025's €15.6 million.
Site acceptance test for the second reactor remains pending, with no clear timeline for completion.
Revenue from inspection membranes was hurt by a major customer reducing high inventory levels.
Discontinued engineering projects and low-value R&D, causing short-term revenue pain.
CapEx peaked this year at up to €13 million, though future annual CapEx is capped at €6 million.

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

CANATU.HE - Canatu Oyj
Half Year 2026 Canatu Oyj Earnings Call
Aug 25, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello, everybody.

Ladies and gentlemen, the investors.

Let me shortly introduce myself because we meet in many cases for the first time.

My name is Dr. Maximilian Slawinski and I'm since May the new CEO of Kanatu.

I'm part of the semiconductor, automotive and new energy industry since almost two decades.

My first 100 days at Cana2 have been progressed and they have just confirmed my hopes to join a company leading in one of the most emerging segments in the entire deep tech industry.

We will present today, beside our H1 results, some remarkable achievements the company has been able to perform within the last 100 days.

You most probably heard already yesterday about our great

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