Vistin Pharma ASA (STU:VP4)

Q2 2026 Vistin Pharma ASA Earnings Call Transcript

Aug 20, 2026 / 06:30 AM GMT

Release Date Price: €1.75 (-4.64%)

Transcript

Key Points

Positve

Sales volume increased by 8% year-over-year in the first half of 2026, reaching 3,100 metric tons.
Gross margin remained strong at 66% despite significant negative currency effects.
The company has built significant safety stock of critical raw materials to mitigate supply chain disruptions from the Middle East conflict.
A long-term renewable energy supply agreement with Starcraft until 2032 ensures predictable power prices and a low carbon footprint.
The new DC 95% product is ready for commercial sales, with first sales expected by end of 2026 or 2027.

Negative

Revenue decreased by 9% year-to-date due to a stronger Norwegian krone against the euro.
EBITDA declined to NOK 22 million in Q2 2026 from NOK 30 million in Q2 2025, with FX-neutral EBITDA down by approximately NOK 2 million.
Average selling prices (ASP) were lower due to reduced global raw material prices and product mix effects from onboarding new customers.
The main distillation vessel needs replacement, requiring a four-week extended maintenance stop in Q4 2026, which will impact production and sales volume.
Uncertainty remains regarding raw material and freight prices due to the Middle East/Iran conflict, which could affect costs in the second half of the year.

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

VISTN.OL - Vistin Pharma ASA
Q2 2026 Vistin Pharma ASA Earnings Call
Aug 20, 2026 / 06:30AM 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 Vistin Pharma Quarterly Report Key to 2026 webcast and conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you will need to press star one and one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star one and. On again. Alternatively, you may submit your questions via the webcast. Please be advised that this conference is being recorded. I would now like to turn the conference over to your first speaker today, Magnus Tolehov, CEO. Please go ahead.

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