Q1 2026 Kemira Oyj Earnings Call Transcript

Apr 24, 2026 / 07:30AM GMT

Release Date Price: $22.5

Transcript

Key Points

Positve

Kemira Oyj (KOYJF) maintained profitability despite a challenging market environment, with an operative EBITDA margin of 17.3%.
The company executed two strategic acquisitions in the water solutions area, strengthening its core business and expanding its industrial water services platform.
Kemira Oyj (KOYJF) announced plans to build an activated carbon reactivation facility in Spain, targeting the fast-growing micropollutants removal market.
The company has a strong balance sheet, enabling continued investment in long-term growth strategies.
Fiber Essentials business unit showed improved profitability with an EBITDA margin of 26.7%.

Negative

Revenue and profitability declined year-on-year due to weak global economic conditions and geopolitical tensions.
Packaging and Hygiene solutions faced significant profitability challenges, with EBITDA margins falling to 10.1%.
Increased raw material and logistics costs, exacerbated by geopolitical tensions, are expected to impact future quarters.
The company experienced a negative currency effect of EUR26 million, primarily due to USD fluctuations.
Kemira Oyj (KOYJF) is facing weakened pricing power due to reduced demand, particularly in industrial water solutions.

Kiira Froberg Kemira Oyj;Vice President;Antti Salminen

Investor Relations;Kemira Oyj - President, Chief Executive Officer, Member of the Management

Good morning and welcome everyone to Kemira's Q1 result webcast. My name is Kira Froberg and I'm the Head of Investor Relations at Kemira. We published our Q1 interim report today. Both revenue and profitability declined year-on-year in a weak market.

Here with me today, I have our President and CEO, Antti Salminen, and our new CFO, Tuomas Makipeska. Before we start the actual presentation, just a kind reminder that the presentation today includes forward-looking statements.

Next, Antti will cover the group level performance, and we'll also discuss the Q1 highlights. After that, Tuomas will go into a bit more detail with the financials, and we'll also cover the business unit level performance.

In the end of the event, we will have Q&A, as usual, and you can ask questions through the webcast chat or by phone. But I guess now it's time to hand over to you, Antti. Please go ahead.

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