NanoXplore Inc (STU:N13)

Q2 2026 NanoXplore Inc Earnings Call Transcript

Feb 11, 2026 / 03:00 PM GMT

Release Date Price: €1.43 (-4.79%)

Transcript

Key Points

Positve

NanoXplore Inc (NNXPF) reported sequential improvements in revenue, gross margin, and adjusted EBITDA, indicating a rebound in operating performance.
The company decided not to proceed with a $100 million investment in the CSPG project, focusing instead on higher return, lower risk growth opportunities.
Installation of the dry process graphene platform is on schedule, with the first commercial module expected to be operational by early April, expanding the company's addressable market.
The successful launch of the Clubcar program, with on-time delivery and seamless integration, validates NanoXplore Inc (NNXPF)'s ability to scale advanced material solutions.
A new contract award from Volvo Trucks is expected to contribute approximately $9 to $10 million Canadian annually, adding to the $40 million of contracted business in the graphene solutions segment.

Negative

Total revenues in Q2 were 17% lower than the same quarter last year, primarily due to reduced demand from the two largest customers and lower tooling revenue.
Adjusted EBITDA decreased by $880,000 compared to the previous year, reflecting challenges in the advanced materials, plastics, and composites products segment.
Operating cash flows were negative $6.4 million, largely due to increased working capital requirements.
The economic environment remains volatile, impacting forecast accuracy and posing challenges for revenue guidance.
The decision not to proceed with the CSPG project reflects ongoing geopolitical uncertainty and a highly unstable business environment, which could impact future strategic decisions.

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

GRA.TO - NanoXplore Inc
Q2 2026 NanoXplore Inc Earnings Call
Feb 11, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Nano Explorer second quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Pierre Therese, Vice President of corporate Development. Please go ahead.

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