Nexam Chemical Holding AB (OSTO:NEXAM)

Q1 2025 Nexam Chemical Holding AB Earnings Call Transcript

Apr 24, 2025 / 07:00 AM GMT

Release Date Price: kr3.39 (+5.94%)

Transcript

Key Points

Positve

Sales into reactive recycling increased by 50% compared to the last quarter, indicating strong growth in this segment.
The company achieved a record gross margin of 48%, up from 45% a year ago, showing improved profitability.
Nexam Chemical Holding AB (OSTO:NEXAM) has a stable financial situation with self-generated cash flows and an unused credit facility of 25 million SEK.
The company is experiencing substantial international interest in its recycling solutions, particularly in collaboration with Kilalast.
There is an increasing interest in high-temperature solutions, especially for defense-related applications in Europe, which could lead to future sales growth.

Negative

The PET foam market shows significant weakness globally, leading to lower sales in that segment.
Despite the growth in recycling, it is still a relatively small part of the business, indicating a need for further expansion.
The company had a slow start in January and February, impacting overall quarterly performance.
There is uncertainty in predicting the exact contribution from new customers in the recycling segment due to potential technical or other obstacles.
The company faces challenges in maintaining delivery schedules, necessitating the hiring of additional staff, which could impact operating costs.

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

NEXAM.ST - Nexam Chemical Holding AB
Q1 2025 Nexam Chemical Holding AB Earnings Call
Apr 24, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome. Cleantech company Nexum Chemical Holding have opened the books for the first quarter of 2025. To present, I'm happy to welcome, CEO Ronie Tonquist and CFO Marcus Nibe.

After the presentation there will be a Q&A.

So, welcome, Ronnie.

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Unidentified_2 [2]
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Thank you, Matthias.

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Unidentified_1 [3]
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And first, before you present, how

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