Syensqo SA (STU:2NF)

Q1 2026 Syensqo NV Earnings Call Transcript

May 15, 2026 / 12:00 PM GMT

Release Date Price: €62.65 (+7.19%)

Transcript

Key Points

Positve

Syensqo SA (SHBBF) delivered net sales of EUR1.4 billion with an underlying EBITDA of EUR251 million, marking a 6% sequential increase.
The company secured a new multi-year agreement with Boeing, reinforcing its position in the aerospace sector.
Syensqo SA (SHBBF) completed the sale of its oil and gas business, generating net proceeds of approximately EUR130 million.
The company has implemented pricing actions to offset increased costs due to the Middle East conflict, maintaining its gross margin at 32%.
Syensqo SA (SHBBF) reduced its capital expenditure by 44% year-on-year, demonstrating disciplined capital deployment and improved cash flow management.

Negative

The ongoing conflict in the Middle East has led to increased energy costs, logistics complexity, and higher raw material prices, impacting global markets.
Despite improvements, the company's performance is not yet at its full potential, with challenges in specialty polymers and electronics.
Syensqo SA (SHBBF) experienced a 13% year-on-year decline in underlying EBITDA, primarily due to lower performance in specialty polymers.
The company faces uneven demand and regional divergence in the coatings segment, affecting its performance and care division.
Syensqo SA (SHBBF) has a modest exposure to data centers, which limits its growth potential in this expanding market.

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

SYENS.BR - Syensqo NV
Q1 2026 Syensqo NV Earnings Call
May 15, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to the Science Co. First Quarter 2026 Earnings Results Analyst Call.

All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypad. If you would like to withdraw your question, press star one again.

Thank you. I would now like to turn the conference over to Sharif Bakro, Chief Communications Officer and Head of Investor Relations. You may begin.

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Unidentified_2 [2]
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