Q2 2026 Dyadic International Inc Earnings Call Transcript

Aug 12, 2026 / 09:00 PM GMT

Release Date Price: $0.88 (-16.19%)

Transcript 10-Q8-K

Key Points

Positve

Dyadic International Inc (DYAI) reported a 52% increase in total revenue for the first half of 2026, reaching $2.1 million.
The company achieved an 80% productivity improvement in its recombinant human transferrin program, reducing costs by approximately 40%.
Dyadic International Inc (DYAI) initiated product shipments to IBT BioServices and generated initial pilot sales for cultivated meat applications.
The company's partner Proliant has begun commercializing Albufree DX and plans to launch additional products, potentially providing future royalties.
Dyadic International Inc (DYAI) is advancing externally funded biopharmaceutical programs, including a $3 million Gates Foundation grant and a CEPI collaboration, demonstrating C1's rapid protein production capabilities.

Negative

Dyadic International Inc (DYAI) reported a net loss of $2.1 million for Q2 2026, consistent with the prior year period.
The company's cost of revenue increased 60% year-over-year, driven by higher activity in grant-funded programs.
Dyadic International Inc (DYAI) has substantial doubt about its ability to continue as a going concern, requiring additional capital within the next 12 months.
The company's cash position is only $4.8 million, and it is actively seeking financing alternatives, including potential dilution.
Product revenue ramp is expected to be lumpy and early-stage, with no clear timeline for significant recurring revenue.

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

DYAI.OQ - Dyadic International Inc
Q2 2026 Dyadic International Inc Earnings Call
Aug 12, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good evening, and welcome to Dyadic International's Q2 2026 Conference Call.

Currently, all participants are in a listen-only mode. Following management's prepared remarks, there will be a brief question-and-answer session.

As a reminder, this conference call is being recorded today, August 12, 2026.

I would now like to turn the call over to Ms. Peng Rawson, Dyadic's Chief Financial Officer. Please go ahead.

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Unidentified_2 [2]
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Thank you. Good evening and welcome everyone to Dyadic's second quarter 2026 conference

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