Q1 2026 Evonik Industries AG Earnings Call Transcript

May 08, 2026 / 09:00AM GMT

Release Date Price: $21.25 (+3.34%)

Transcript

Key Points

Positve

Evonik Industries AG (EVKIF) reported an adjusted EBITDA of EUR475 million for Q1 2026, slightly above expectations.
The company experienced strong cash generation with a free cash flow of EUR183 million, nearly matching the prior year's level despite weaker earnings.
Advanced Technologies segment outperformed expectations, driven by pre-buying and weaker competition.
Evonik's global setup, sourcing and producing locally, positions it well amid Middle East supply chain disruptions.
The company anticipates at least EUR550 million of adjusted EBITDA in Q2 2026, indicating a significant improvement over Q1.

Negative

Evonik Industries AG (EVKIF) faces increased input costs and supply chain risks, which could impact profitability.
There is uncertainty regarding demand in the second half of 2026, with potential for demand softness due to inflation.
The company experienced a 2% decline in volumes in Q1 2026, indicating a challenging start to the year.
Methionine production in Singapore is under force majeure, affecting supply capabilities.
The potential for normalization of methionine prices in the midterm could impact future earnings.

Operator

Ladies and gentlemen, welcome to the Q1 2026 earnings conference call. I'm Matilda, the Chorus Call Operator. (Operator Instructions) The conference must not be recorded for publication or broadcast.

At this time, it's my pleasure to hand over to Christian Kullmann, CEO. Please go ahead.

Christian Kullmann

Evonik Industries AG - Chairman of the Executive Board

Thanks a lot. Ladies and gentlemen, good morning. Thanks, everybody, for joining our first quarter earnings call. Today, marks another special call for Evonik Industries. I have not only one but two CFOs sitting next to me. First of all thanks a lot. Thanks a lot to you, Claus.

Over the last seven months, we have navigated our finance organization confidentially through rough waters, especially in crisis times like these. Your decayed longevoning experience has proved -- proven once and once again to be incredibly valuable. This experience was also pretiated by capital markets.

As we had two good earnings calls with you so far, and I'm confident we'll have another one here

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