ArcticZymes Technologies ASA (OSL:AZT)

Q1 2026 Arcticzymes Technologies ASA Earnings Call Transcript

May 7, 2026 / 06:30 AM GMT

Release Date Price: kr20.2 (-15.48%)

Transcript

Key Points

Positve

ArcticZymes Technologies ASA (STU:B4V) reported a strong start to 2026 with a 41% increase in total revenue compared to Q1 last year.
The company achieved a profitable quarter with a turnaround from a loss of $5.3 million NOC in Q1 last year to a profit of $1.6 million NOC.
Significant growth in molecular tools sales, with a 72% increase year-on-year, indicating strong demand and market presence.
The company was granted a European patent on its RNA restriction enzyme portfolio, a strategic milestone for future growth.
ArcticZymes Technologies ASA (STU:B4V) added 25 new paying customers during the quarter, reflecting successful commercial expansion.

Negative

The company faced a negative currency impact, which affected reported sales growth, highlighting exposure to foreign exchange volatility.
APAC molecular tools sales were down 19% year-on-year, indicating regional challenges and dependency on key accounts in India.
OEM concentration in molecular tools remains a concern, with a significant portion of revenue coming from a single customer.
Order phasing effects, particularly on the US East Coast, could create quarter-to-quarter revenue fluctuations.
Personnel expenses increased by 11% due to commercial expansion, impacting overall cost structure.

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

AZT.OL - Arcticzymes Technologies ASA
Q1 2026 Arcticzymes Technologies ASA Earnings Call
May 07, 2026 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, and welcome to Arctic Science Q1 report. My name is Michael Arco. I'm the CEO of Arctic Science, and I'm, as usual, joined by our CFO, Bergen Serval, as well as our CCO, Paul Blackburn.

Let's take a look at today's agenda.

I'm going to go through the Q1 highlights and some of the key takeaways of the quarter.

Then Paul is going to speak to a commercial update. He's going to give a bit more flavor on both segments.

And then the financial performance is going to be walked through by Berger.

And then I'm going to come back with a bit on our strategy, our ambition.

And also something on the key strategic priorities that we have. And as always, we are

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