Troax Group AB (LTS:0R6A)

Q2 2026 Troax Group AB (publ) Earnings Call Transcript

Jul 15, 2026 / 09:00 AM GMT

Release Date Price: kr308.7

Transcript

Key Points

Positve

Troax Group AB (FRA:5TOA) reported a record strong quarter with a 51% increase in order intake and a 23% growth in sales.
The company experienced significant growth in North America, with an 84% increase in order intake, driven by warehousing and processing industries.
The launch of a new facility in Portland, replacing the Chicago facility, is expected to enhance efficiency and competitiveness in North America.
Troax Group AB (FRA:5TOA) introduced the world's first machine guarding mesh panel made entirely from recycled materials, reducing carbon emissions by over 70%.
The acquisitions of DeFlex and Stompy have strengthened the company's flexible barrier line, showing strong initial performance and interest from customers.

Negative

Organic invoicing declined due to order mix issues from the previous quarter, affecting the overall sales growth.
The European and Chinese automotive sectors continue to face challenges, impacting the company's performance in these regions.
Net debt increased to 3.3%, driven by dividend payouts and re-evaluation of earn-out commitments from recent acquisitions.
Sales and administration costs rose due to acquisitions and IT infrastructure upgrades, impacting profitability.
The transition to the new facility in North America involves a learning curve, with potential short-term inefficiencies as operations ramp up.

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

TROAX.ST - Troax Group AB (publ)
Q2 2026 Troax Group AB (publ) Earnings Call
Jul 15, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hi everyone and welcome to the interim report for the second quarter for Trowax Group. My name is Martin Nystrim and I'm the President and CEO of the group. Today I'll walk you through the quarter, the financial outcomes and the key events before we open up for a Q&A towards the end.

I will start by sharing the presentation.

So, without further ado, let's dive into the quarter.

The second quarter was a record strong quarter from a top-line point of view. The group reports a 51% increase and our sales grew by 23%.

And I'm particularly pleased, of course, by the fact that we saw order intake growing both organically as well as through our acquisitions.

Our sales increased by 23%

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