Alzchem Group Ag (ALZCF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for the warm welcome, and good morning to everyone. It's great to have you with us today. Thank you for joining for the first and quarter two analyst call. We will take you through the key highlights of the quarters first and then, as always, be available for questions. So let's get right to the business and turn to Slide five here. One second. Yeah. Here we go. So let me briefly summarize our performance in the first half of twenty twenty six. We have delivered a very successful first six months here with both revenue and earnings significantly exceeding the prior year level. Group revenue increased by 6% year on year to almost $3.00 €4,000,000 Growth was driven by both higher volumes and an improved pricing environment, reflecting the continued strength of our specialty portfolio. At the same time, profitability once again developed significantly better than revenue. EBITDA increased by 14% overall to €64,500,000 while our EBITDA margin expanded from 19.6% to 21.2% overall. So this strong earnings performance was primarily supported by the high utilization of our specialty production facilities and the continued shift towards higher margin products. In particular, our Specialty Chemicals segment remained the key growth driver. As you know already, Ingredients once again achieved significant growth, supported by robust demand in human nutrition, custom manufacturing and defense related applications. Despite ongoing geopolitical tensions, we have not seen until now any material impact on our operating business so far. Now this underlines the resilience of our business here and the business model and the attractiveness of our end markets. In addition, we successfully secured a €100,000,000 gross financing facility together with our banking syndicate. This pr...