Acadian Timber Corp (FRA:779)

Q2 2026 Acadian Timber Corp Earnings Call Transcript

Aug 6, 2026 / 05:00 PM GMT

Release Date Price: €10.8 (+0.93%)

Transcript

Key Points

Positve

Acadian Timber Corp (ACAZF) reported a 19% increase in weighted average selling price in New Brunswick, driven by stronger softwood lumber markets, higher fuel surcharges, and longer hauling distances.
Operational efficiencies in Maine are taking effect, with cost of sales per cubic meter produced decreasing 7% year-over-year in Q2 2026.
The company has successfully scaled down internal harvesting operations in Maine to focus on improving efficiency and reducing operating costs, showing positive 'boots on the ground' results.
New Brunswick customer roundwood inventories have returned to normal levels, and sales are expected to match harvesting capacity for the remainder of 2026.
Acadian Timber Corp (ACAZF) is encouraged by positive macroeconomic indicators and steady consensus forecasts for US housing starts, supporting long-term demand.
The company signed a new renewable energy lease, which could generate income equivalent to 10 times the timber income from those properties in 4-5 years if projects are developed.
The residential development project in Maine is progressing on schedule, expected to be shovel-ready by end of 2026 and revenue-generating in 2027.

Negative

Q2 2026 adjusted EBITDA declined to $1.3 million from $2.4 million in Q2 2025, and net income fell to $1.3 million from $2.7 million year-over-year.
New Brunswick freehold sales volume decreased 38% compared to Q2 2025 due to elevated customer inventories following a highly productive winter.
Maine freehold sales volumes decreased 31% due to reduced harvesting activity, and the segment still reported negative adjusted EBITDA of -$400,000 in Q2 2026.
Pulpwood demand and pricing in both New Brunswick and Maine are expected to remain soft until existing customers increase production or new facilities come online.
Tariffs, duties, and higher fuel costs continue to pressure customers' operations, potentially impacting their production levels and demand for Acadian's products.
The issuance of the next tranche of carbon credits has been delayed to the second half of 2026 due to the transition to ACR's updated improved forest management protocol.
Sawlog pricing could continue to face pressure until end-use markets improve, despite relatively stable demand in the near term.

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

ADN.TO - Acadian Timber Corp
Q2 2026 Acadian Timber Corp Earnings Call
Aug 06, 2026 / 05:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by.

Welcome to the Acadian timber Q2 2026 analyst conference call, Emily Mode.

After the speaker's presentation, there will be a question-and-answer session.

To ask question during the session, you will need to press star 11 on your telephone.

You will then hear an automated message advising your hand is raised.

To withdraw your question, please press 11 again.

Please be advised that today's conference is being recorded.

I would like to hand the conference over to your first speaker today, Susan Wood, Chief Financial Officer.

Please go ahead.

Thanks operator.

Good afternoon, everyone, and welcome to

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