Q2 2026 Nabaltec AG Earnings Call Transcript
Key Points
- Revenue increased by 7% year-on-year in Q2 2026, driven by an 8.3% rise in sales volumes.
- Viscosity-optimized hydroxides revenue surged 45.9% year-on-year, highlighting strong demand in thermal management applications.
- Boehmite revenue grew 23% year-on-year, indicating a recovery in this product area.
- Specialty Aluminas segment returned to profitability in Q2 2026, with EBIT of EUR0.6 million, after a negative Q1.
- Order backlog increased to EUR52.2 million, providing visibility for the second half of 2026.
- EBIT decreased by 19.3% year-on-year to EUR3.8 million in Q2 2026, with margin down to 7.2% from 9.3%.
- Higher energy costs, including a EUR1.3 million increase in Q2, negatively impacted profitability.
- Increased depreciation and amortization costs, up EUR0.5 million in Q2, weighed on earnings.
- Average selling prices declined slightly across both segments, reflecting pricing pressure.
- Geopolitical risks, such as the Iran war and potential gas supply disruptions, pose uncertainty for future energy costs.
Good morning everyone, and welcome to the Nabaltec AG's Q2 2026 earnings call. My name is Maxi Friederau from Nuways, and I will be moderating today's call. (Operator Instructions)
With that, let's get started. Mr. Heckmann, the floor is yours.
Thank you, Maxi, for the introduction. I also welcome everybody in the audience on behalf of my colleague, Günther Spitzer, for the Q2 2026 earnings call. I just wanted to start with a brief introductory of Nabaltec for the people who do not know us very well.
We are a classical medium-sized company in the chemical industry and one of the leading suppliers of environmentally friendly flame retardant fillers, especially Specialty Aluminas, based on our raw materials, aluminum hydroxide and aluminum oxide.
Our headquarter is in the heart of Germany, in Schwandorf, in Bavaria. In addition to that, we have two production sites, operation sites in US, in Texas, Corpus Christi, and in Tennessee with Naprotec
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