Cascades Inc. (CAS) Q2 2026 Earnings Call

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WEBVTT 00:00:01.772 -- 00:00:06.754 We are also updating the expected delivery timing of our objectives from the end of the 00:00:06.754 -- 00:00:09.855 third quarter to early 2027. 00:00:09.855 -- 00:00:14.937 Although interest in the assets remains healthy, prevailing market conditions and 00:00:14.937 -- 00:00:21.479 the terms available for certain transactions have not aligned with our value expectations. 00:00:21.539 -- 00:00:26.782 In July 2026, we extended the maturities of the GreenPak and Cascades 00:00:26.782 -- 00:00:33.114 credit facilities by one year to 2029 and 2030 respectively. 00:00:33.235 -- 00:00:36.796 We also extended the maturity of our $260 million U.S. 00:00:36.796 -- 00:00:41.858 dollar term loan originally maturing in December 2027 to 00:00:41.858 -- 00:00:44.518 July 2031. 00:00:44.919 -- 00:00:49.660 These transactions were completed on the same financial terms. 00:00:49.660 -- 00:00:54.602 Financial ratios and information regarding maturities are detailed on slide 21. 00:00:54.602 -- 00:00:59.991 Additional information and analysis can be found on slide 25 through 33 00:00:59.991 -- 00:01:01.772 of the presentation. 00:01:01.772 -- 00:01:06.453 With that, I will turn the call back to Hugues for a few closing remarks before we open 00:01:06.453 -- 00:01:09.114 the line for questions. Hugues? 00:01:09.114 -- 00:01:13.336 Thank you, Allan. Provide our outlook for Q3 on slide 22. 00:01:13.336 -- 00:01:14.736 Including 00:01:14.736 -- 00:01:19.117 the potential impact of the announced tariffs, we expect sequential improvement in our 00:01:19.117 -- 00:01:24.479 consolidated results. This is driven by seasonally higher volume and ongoing 00:01:24.479 -- 00:01:29.404 selling price increase initiatives in both packaging and tissue. 00:01:29.404 ...