Supremex Inc (FRA:557)

Q2 2026 Supremex Inc Earnings Call Transcript

Jul 31, 2026 / 02:00 PM GMT

Release Date Price: €2.24 (+1.82%)

Transcript

Key Points

Positve

Consolidated revenue grew 8.5% year-over-year to $71.6 million, with adjusted EBITDA rising nearly 34% to $7.8 million.
Adjusted EBITDA margin expanded by 210 basis points to 10.9%, demonstrating strong operating leverage.
Packaging segment revenue grew 19% to $26.4 million, with folding carton revenue up nearly 28% excluding the non-core commercial print business.
Envelope segment returned to volume growth (up 1.1%) and saw average selling prices increase 2%, a positive inflection from prior headwinds.
Free cash flow turned strongly positive at $3.6 million in Q2, a significant improvement from roughly $1 million in the prior year quarter.

Negative

The company faces potential negative impacts from upcoming tariffs on products manufactured in Canada and sold into the U.S., with an expected impact if implemented.
Commercial print business continues to be a drag, with revenue declining approximately $0.5 million in the quarter and gross margin down $0.7 million.
Net debt increased to $40.1 million (1.22 times adjusted EBITDA) from essentially nil at the end of last year due to acquisition financing.
The operating environment remains uncertain, with economic and trade uncertainty, postage increases, and reduced service at USPS and reputational challenges at Canada Post.
The company is not accepting orders for cross-border shipments between August 18th and 28th to manage tariff risks, which could disrupt sales flow.

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

SXP.TO - Supremex Inc
Q2 2026 Supremex Inc Earnings Call
Jul 31, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, ladies and gentlemen.

Thank you for standing by.

Welcome to the Supreme X 2026 Second Quarter Earnings Conference Call.

At this time, all participants are in a listen-only mode.

Following the presentation, we will conduct a question-and-answer session. Instructions will be provided at that time for you to queue up for questions.

If anyone has any difficulties hearing the conference, please press star followed by zero for operator assistance at any time.

Before turning the meeting over to management, please be advised that this conference call will contain statements that are forward-looking and subject to a number of risks and uncertainties that could cause actual results to

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