Half Year 2025 Synthomer PLC Earnings Call Transcript

Aug 5, 2025 / 08:00 AM GMT

Release Date Price: $1.8

Transcript

Key Points

Positve

Synthomer PLC (SYHMY) achieved a gross margin improvement of over 400 basis points over three years, demonstrating strong pricing power and operating leverage.
The company has successfully implemented cost reduction measures, including a new £20-25 million program, which is expected to mitigate headwinds and support earnings progress.
Synthomer PLC (SYHMY) completed the divestment of its non-core inorganic chemicals business, William Blythe, and reduced its manufacturing sites from 43 to less than 30, aligning with its strategy to focus on specialty chemicals.
The Adhesive Solutions division showed significant progress, with a 64.8% increase in IEA and a margin increase to almost 12%, driven by reliability and performance improvements.
The company has maintained a strong focus on innovation and sustainability, including partnerships to reduce carbon emissions and the development of bio-based products, which are expected to contribute positively to future growth.

Negative

Synthomer PLC (SYHMY) faced a challenging market environment with subdued demand due to trade tensions and geopolitical uncertainties, impacting revenue and volume.
The company's net debt increased, reflecting seasonal working capital movements, and leverage remains a concern with a ratio of 4.8 times.
The Energy Solutions segment experienced a slowdown due to reduced oil and gas drilling activity, leading to a 34% decrease in IIA in constant currency.
The Health and Protection division saw a 12.4% revenue decline, with NBR volumes falling by 16% due to pre-buying and tariff changes affecting demand.
Despite strategic efforts, the company continues to face volatility and uncertainty in customer demand patterns, with many customers adopting a 'wait and see' approach.

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

SYNTS.L - Synthomer PLC
Half Year 2025 Synthomer PLC Earnings Call
Aug 05, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to our first half 2025 results presentation. As usual, I'm joined by Lili Liu, our CFO, and Faisal Taba, our head of investor relations.

Lili and I will present our review of Sintoma's strategic, operational and financial performance in the period, and together we look forward to answering your questions at the end.

In terms of the agenda, I will start by providing an overview of our performance and the continued progress we are making, despite clearly subdued end markets. Lili will then walk through the numbers in more detail before I come back to present the key developments in our three divisions in the execution of our strategy, and how we are continuing to position Sintama to deliver our

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