Q1 2026 Rockwool A/S Earnings Call Transcript

May 20, 2026 / 09:00 AM GMT

Release Date Price: €25.26 (-0.94%)

Transcript

Key Points

Positve

Rockwool AS (RKWBF) achieved a 2% revenue growth in Q1 2026, driven by strong performance in Eastern Europe, the United States, and Southern Europe.
The company successfully restarted its Swiss factory in Flumrock, which had a positive impact on production capabilities.
Rockwool AS (RKWBF) reported a satisfactory EBIT margin of 13.2%, despite challenging market conditions.
The company is expanding its capacity with new factories in the United States and India, and a new technical insulation production line in the United States.
Rockwool AS (RKWBF) is investing in sustainability, with electric conversions in the Netherlands and France, aligning with long-term environmental goals.

Negative

The EBIT margin decreased by 2.2 percentage points compared to the previous year, impacted by higher logistic costs and increased cost base.
Revenue in Canada and the United Kingdom was pressured by weak construction markets and ongoing trade uncertainties.
The company faced additional costs due to production incidents in Switzerland and planned production stops in the Netherlands.
Free cash flow decreased by EUR 68 million compared to the same quarter last year, mainly due to higher investments and less cash from operations.
Rockwool AS (RKWBF) anticipates continued margin pressure due to the run-in costs for new melting technology and production upgrades in the Netherlands.

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

ROCKb.CO - ROCKWOOL A/S
Q1 2026 Rockwool A/S Earnings Call
May 20, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to Rockwell AS conference calls regarding the result for the first quarter of 2026. My name is Kim Jung Andersen. I'm the CFO of Rockwell AS. Today, I'm pleased to present CEO Yes Munkhansen.

For the first part of this call, all participants will be in a listening-only mode.

As a reminder, this conference call is being recorded.

First, Yes will go through our presentation and give you an update of the results for the first quarter of 2026. Afterward, we will be ready to answer all your questions.

Before I hand over the word to Yes, I must ask you to notice slide number two, which is the forward-looking statement. Please be aware that this presentation contains uncertainties.

Now we

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