Q2 2026 Stepan Co Earnings Call Transcript

Jul 29, 2026 / 01:00 PM GMT

Release Date Price: €50.5 (+1.00%)

Transcript 8-K

Key Points

Positve

Stepan Co (SCL) reported a 45% increase in adjusted EBITDA, reaching $74 million, driven by volume growth, margin recovery, and Project Catalyst savings.
Organic volume grew by 6% across all markets, with significant growth in strategic end markets.
Net sales increased by 15% to $684 million, reflecting higher selling prices, volume growth, and favorable currency translation.
The company achieved a net leverage ratio of 2.5 times, showing improvement in cash generation and balance sheet deleveraging.
Project Catalyst is on track to deliver $100 million in pre-tax savings over two years, with 60% expected in 2026.

Negative

Stepan Co (SCL) experienced higher corporate expenses, which increased by 17% due to inflation and incentive-based compensation.
The company anticipates full-year restructuring charges between $75 to $80 million, impacting financial results.
There is uncertainty regarding the impact of inflation on raw materials, which may affect margins in the coming quarters.
The company noted potential pre-buying effects due to geopolitical and raw material uncertainties, which could impact future demand.
Maintenance turnarounds in the polymer segment are expected to impact earnings by $4 to $5 million in the second half of the year.

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

SCL.N - Stepan Co
Q2 2026 Stepan Co Earnings Call
Jul 29, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, welcome to, Step and Company second quarter 2026 earnings conference call.

During the presentation, all participants will be in listen-only mode.

Afterward, we could ask a question, you'll need to press star 11 on your telephone, you will then hear automated message advising your hand is raised to withdraw your question, please press 11 again, as a reminder, this call is being recorded on Wednesday, July 29th, 2026, it's now my pleasure to turn the call over to Mr.

Ruben Vasquez, Vice President in

Chief Financial Officer of Steph and Company, Mr.

Velasquez, please go ahead.

Thanks, Marvin.

Good morning and thank you for joining Stefan Company's second quarter 2026 Financial

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