Borgestad ASA (LTS:0DTO)

Q1 2026 Borgestad ASA Earnings Call Transcript

May 21, 2026 / 08:00 AM GMT

Release Date Price: kr16.05

Transcript

Key Points

Positve

Agora Bitom reported a revenue growth of 5.2% in the first quarter, indicating a positive trend.
Agora Bitom achieved an occupancy rate of 96.4% by the end of the first quarter, showing strong tenant demand.
Agora Bitom obtained a BEAM in use certification, confirming its solid environmental performance and energy efficiency.
Borgestad ASA (LTS:0DTO) has initiated comprehensive internal improvement initiatives to strengthen resilience and establish a platform for profitable growth.
The company maintains a sustainable financial position with debt standing at EUR 28.9 million and a good cash situation going into the high season.

Negative

Borgestad ASA (LTS:0DTO) reported a loss before tax of negative 28 million NUC, an increase from the negative 21.6 million in the first quarter of 2025.
Market conditions have been challenging, with the Norwegian ferroalloy sector affected by international steel demand and high electricity prices.
The company experienced a general slowdown in Sweden and Finland, intensifying competition and increasing price pressure.
Hovens Bojista reported a decrease in revenue from 186 million NUK to 181 million NUK in the first quarter.
The company faced challenges in project execution, contributing to a weaker performance in the first quarter.

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

BOR.OL - Borgestad ASA
Q1 2026 Borgestad ASA Earnings Call
May 21, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning.

Welcome to Bogistar Group's first quarter presentation for '26. My name is Paul Fenloschen and I'm the CEO of Bogistar ASSA.

And with me today, I'll have Benedikt Paschanderschen, the group CEO of Hogens Bogistar.

We'll together take you through this first quarter presentation.

Start with some highlights.

For first quarter 26, Barista Group delivered their salt before tax of negative 28 million NUC compared to negative 21.6 million in first quarter 2025.

First quarter is a quarter where the activity is low due to Nordic refractory market in general, mostly due to climate and seasonality within maintenance business for Havens Barista.

Market conditions have been

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