Alzchem Group Ag (ALZCF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

following the publication of the Q3 figures of 2025. I'm delighted to welcome the CEO Andreas Niedermeier, CFO Andreas Loesler, as well as CSO Dr. Georg Weichselbaumer, who will speak in a moment and guide us through the presentation and the results. After the presentation, we will move on to a Q&A session in which you will be allowed to place your questions directly to the management. And having said this, I hand over to Mr. Niedermeyer. Yes, thank you for the warm welcome and good morning together. Thank you for joining us today and welcome to the Quarters Recall. As usual, we open with an executive summary, go forward with the figure analysis, and then move on to the new outlook. As always, we will go through the presentation first and then be available for the questions at the end. So let's skip the disclaimer and go directly to the page five. So I have to do that as well. Let's check page five. So now page five, you should see that. So in a summary, it can be said that we are on a real good growth course, especially in the specialty chemicals product segment. So from that point of view, it was an additional successful quarter three for us. For the third quarter, we recorded growth, which means that the group sales increased by additional 6% for the nine-month period by 2%. Once again, our specialties were the main driver of the growth with a 9% increase in sales here, which more than compensated or overcompensated for the decline in sales in the other businesses. We will then hear more details about the analysis later on, but that information is a teaser here. EBITDA also grew by 12% to 86 million, approximately mainly due to the positive volume development of specialty chemicals. The EBITDA margin across the group increased from 18.5% to 20.3% now. So based on ...