Granges AB (LTS:0R9X)
kr 178.95 -1.75 (-0.97%) Market Cap: 19.19 Bil Enterprise Value: 25.18 Bil PE Ratio: 15.97 PB Ratio: 1.80 GF Score: 93/100

Q2 2026 Granges AB Earnings Call Transcript

Jul 16, 2026 / 08:00 AM GMT
Release Date Price: kr180.7 (+5.64%)

Key Points

Positve
  • Granges AB (LTS:0R9X) achieved a record adjusted operating profit, increasing by 33% to SEK 580 million, marking the strongest quarterly result in the company's history.
  • The company reported its 10th consecutive quarter of year-on-year sales volume growth, with a 5% increase in sales volume despite hesitant demand in many markets.
  • Granges AB (LTS:0R9X) delivered record sustainability results, achieving the lowest ever carbon emissions intensity and highest recycling performance.
  • The Americas segment reached new all-time highs for both sales volume and operating profit, with an 8% increase in sales volume driven by market share gains.
  • The company has a strong strategic focus on optimizing and utilizing existing assets, aiming for a 90% capacity utilization by 2027 without significant additional CapEx.
Negative
  • Granges AB (LTS:0R9X) faced continued softness in many markets, with underlying demand remaining hesitant.
  • The company experienced inflationary pressures, particularly in the Americas, and faced price pressure in Asia.
  • A fire in the Shandong facility negatively impacted sales volume in Asia, resulting in a decrease of close to 5% in sales volume.
  • The increasing aluminum price had a negative impact on working capital and cash flow, with a SEK 600 million impact in the second quarter.
  • The Asia segment experienced a slowdown, with a decrease in operating profit due to lower sales volume and market price pressure.


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

GRANG.ST - Granges AB
Q2 2026 Granges AB Earnings Call
Jul 16, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, ladies and gentlemen, and welcome to Grengas' second quarter results presentation. My name is Jorgen Rosen-Gren, and I have the great honor and also pleasure to be President and CEO at Grengas.

And today, I'm joined in this conference by Oskar Hellstrom, our CFO and Deputy CEO and Anna Hedenbei, our Investor Relations Director.

I will start today's call by giving a short summary of the second quarter, after which Oscar will present our result in more detail, and then I will round off with some comments on the outlook. And as always, we will do our best to get through the presentation rather quickly, leaving ample opportunity to ask questions after the presentation is finished.

Now, to summarize the second
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