Nexam Chemical Holding AB
(STU:NC4)
€
0.24
-0.0010 (-0.42%)
Market Cap: 28.43 Mil
Enterprise Value: 28.05 Mil
PE Ratio: 0
PB Ratio: 1.58
GF Score: 68/100 
Q4 2025 Nexam Chemical Holding AB Earnings Call Transcript
Jan 23, 2026 / 10:15AM GMT
Release Date Price:
€0.181
(-2.95%)
Key Points
Positve
- Nexam Chemical Holding AB (FRA:NC4) achieved an all-time high in their Reactive Recycling segment, which represented almost 20% of sales in Q4 2025.
- The company has a clear strategy to increase sales from SEK200 million to SEK300 million, focusing on performance-enhancing additives and circular use of plastics.
- Nexam Chemical has a strong market presence in the Nordic countries and Eastern Europe, particularly in the aesthetics segment, which provides stable cash flow.
- The company has announced a fully guaranteed rights issue to raise over SEK50 million to accelerate recycling initiatives.
- Nexam Chemical has entered a distribution agreement with Palmer Holland to expand its market reach in North America, indicating potential growth in this region.
Negative
- The company experienced a weak top line in Q4 2025 due to a slow end of the year and reduced orders from a major customer.
- There is a high customer concentration, with 20% of customers accounting for 80% of sales, which poses a risk if any major customer reduces orders.
- The PET foam segment is facing challenges due to weak end markets, and there have been factory closures affecting this area.
- Nexam Chemical's presence in the Chinese recycling market is currently limited, which may hinder capturing demand from China's new recycling standards.
- The high-temperature segment is vulnerable to changes in orders from a limited number of clients, impacting quarterly performance.
Mattias Vahlne
Nyhetsbyran Direkt - Investor Relations
Cleantech company Nexam Chemical whose executives are joining us in the studio to present their year-end report for 2025. Joining us in the studio is also Lara Mohtadi equity analysts by ABG Sundal Collier, who will be starting the Q&A session today.
So by that, I welcome CEO, Ronnie Tornqvist. Welcome.
Ronnie Tornqvist
Nexam Chemical Holding AB - Chief Executive Officer
Thank you, Mattias.
Mattias Vahlne
Nyhetsbyran Direkt - Investor Relations
How would you describe 2025 in brief?
Ronnie Tornqvist
Nexam Chemical Holding AB - Chief Executive Officer
It was a year that combined a lot of challenges in a slow market with some real changes to what we achieve out there.
Mattias Vahlne;Ronnie Tornqvist
Nyhetsbyran Direkt - Investor Relations
Okay. Thank you so much, and we're looking forward to your presentation. Please go ahead.
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