Canatu Oyj A Ord (CNTPF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hi everyone and welcome to this news conference on Kanato's full year 2025 financial results. My name is Mari Makkonen and I'm in charge of investor relations. Today our CEO Juha Kokkonen will begin with key messages, then CFO Mikko Vesterinen will cover the key financials and after that Juha will return to discuss highlights and outlook. Following the presentations you will have the opportunity to ask questions. You may type in your questions into event chat already during the presentations. But without further ado, Juha, please go ahead. Thank you, Mari. Kanatu is now, especially in the semiconductor domain, stronger than ever. There are four key points. We have now successfully deployed our first semiconductor reactor. Our customer FSD has made significant progress of making their own product validated. And on top of that one, we today announced that one of our existing customer has made purchase order to Kanatu to order long lead time components for the second reactor. That way that they can secure product delivery at the time they need it for scaling the operations to the next level. Then we have strengthened the organization with new talent, both in the leadership team as well as throughout the organization. Industry and especially semiconductor industry signaling a strong paradigm shift now when Advanced semiconductor is moving to the 2 nanometer node and starting next year further towards A14 nodes. With that one, we do see kind of the high demand for CNT pellicles. And in overall, when it comes to all of these advanced applications where CNT is needed, Kanatus proprietary tri-deposition process outperforms traditional CNT vet process. Our top line message today is that Kanatu is in a strong competitive position and has built solid foundation to capture custo...