Aquafil SpA (MIL:ECNL)

Q1 2025 Aquafil SpA Earnings Call Transcript

May 15, 2025 / 04:00 PM GMT

Release Date Price: €1.32 (-1.79%)

Transcript

Key Points

Positve

Aquafil SpA (ECNLF) reported an increase in profitability for Q1 2025 compared to the same period last year.
The US market recovery contributed positively, especially in the fibers for carpets business line.
Sales of Econyl products exceeded 60% of fiber revenues, achieving the annual target ahead of schedule.
The engineering plastics area continues to show virtuous growth.
Order intake suggests a positive trend in fibers for carpets and polymer product lines.

Negative

Higher than expected energy costs impacted the first quarter, although they began to subside in the second quarter.
The textile yarn sector showed some weakness, affecting overall performance.
The introduction of tariffs has created uncertainties, potentially affecting demand indirectly.
CapEx for Q1 was lower than planned, raising concerns about the timing and execution of investments.
The company faced challenges with higher natural gas prices, impacting profit margins by over €1 million.

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

ECNL.MI - Aquafil SpA
Q1 2025 Aquafil SpA Earnings Call
May 15, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Curator, welcome and thank you for joining the Aqua field Group first quarter 2025 results webco.

As a reminder, all participants are in listen-only mode.

After the presentation, there will be a Q&A session.

For operator assistance via web call, please press the handset icon on the bottom left side of your screen.

For conference call assistance, please press 0 on your telephone.

At this time, I would like to turn the conference over to Ms. Julia Rosi, investor ator of Aquafi. Please go ahead, madam.

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Unidentified_2 [2]
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