Q3 2025 Nexam Chemical Holding AB Earnings Call Transcript
Key Points
- Nexam Chemical Holding AB (OSTO:NEXAM) reported strong growth in its Recycling segment, which now accounts for 12% of total sales.
- The company has a scalable organization and machine capacity, allowing it to potentially double sales without significant additional overhead costs.
- Nexam Chemical's innovative additives are patented and improve the quality and sustainability of plastics, providing a competitive edge.
- The company has a stable financial position with a positive cash flow and a gross margin of 46%.
- Nexam Chemical is actively expanding its market presence, particularly in Germany and other parts of Europe, which are leaders in recycling technology.
- The overall market for Nexam Chemical is slow, impacting the company's ability to achieve double-digit growth.
- The company experienced a bad debt reserve of close to SEK1 million due to a UK customer going into administration.
- There is uncertainty linked to the US trade and macroeconomic environment, which could affect Nexam Chemical's operations.
- The Lightweighting segment, which is significant for the company, has been weak due to the downturn in the wind power market.
- Nexam Chemical faces challenges in scaling up its Recycling segment quickly due to limited resources and the need for customer education.
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Hi, and welcome to this live presentation of Nexam Chemical's quarter-three results. This is a live Q&A session, so use the chat function to ask your questions, and I'll ask them at the end of this presentation.
With us, we have CEO, Ronnie Törnqvist; along with CFO, Marcus Nyberg. After their presentation, ABG Sundal Collier Equity Analyst, Lara Mohtadi, will ask questions. After that, I will ask the viewer questions along with other questions we have received.
So Ronnie Törnqvist, welcome.
Thank you, Eric.
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How's the quarter been? What are the main highlights?
It's been a good and interesting quarter. We have continued with strength in
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