Replay available

ENCE Energía y Celulosa, S.A. (EEYCF) Q2 2026 Earnings Call

ENCE Energía y Celulosa, S.A. (OTC: EEYCF) Q2 2026 earnings conference call, held 2026-07-22. Replay captured from the company's public earnings webcast.

Wed, July 22, 2026 at 10:30 AMendedReplay
ENCE Energía y Celulosa, S.A. (EEYCF) Q2 2026 Earnings Call

Hosted by

Featured presenters

Ignacio Colmenares

Chairman and CEO

Alfredo Abello

Chief Financial Officer

Inés Álvarez

Head of Investor Relations

Max Mission

Analyst, JB Capital

Alvaro Bernal

Analyst, Alantra Equities

Luis de Toledo

Analyst, Otto

Carl Harpen

Analyst, Jefferies

Manuel Lorente

Analyst, Santander

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.573 Good morning, ladies and gentlemen. Welcome to the ENCE 00:00:04.573 -- 00:00:07.535 2Q2026 results presentation. 00:00:07.535 -- 00:00:12.637 I will now hand over to Mr. Ignacio Colmenares, Executive Chairman, and 00:00:12.637 -- 00:00:17.878 Alfredo Avello, CFO. Gentlemen, please go ahead. 00:00:18.100 -- 00:00:23.462 Good morning, good afternoon, and welcome to ENCE's second quarter 2026 00:00:23.462 -- 00:00:25.343 results presentation. 00:00:25.343 -- 00:00:30.673 Thank you for joining us. I'm Ignacio Colmenares, Chairman and CEO And today 00:00:30.673 -- 00:00:36.115 I'm joined by our CFO, Alfredo Abello, and our Head of Investor Relations, 00:00:36.115 -- 00:00:38.575 Inés Álvarez. 00:00:38.616 -- 00:00:44.478 I'm pleased to report that this quarter shows the results of our key strategic initiatives 00:00:44.478 -- 00:00:49.080 to reposition our product mix and strengthen competitiveness, 00:00:49.080 -- 00:00:54.121 with PALP returning to positive net profit and marking an inflection point 00:00:54.121 -- 00:00:56.342 for the company. 00:00:56.342 -- 00:01:01.852 In this context, let me briefly remind you of the four main objectives of our strategic 00:01:01.852 -- 00:01:03.392 plan. 00:01:03.392 -- 00:01:09.196 One, growth in higher margin special parts substituting BSKP. 00:01:09.196 -- 00:01:13.699 Two, local wood and biomass sourcing. 00:01:13.699 -- 00:01:17.041 Three, cash cost efficiency. 00:01:17.041 -- 00:01:22.022 Four, BDA growth in our renewable platform. 00:01:22.864 -- 00:01:26.146 All these without losing sight 00:01:26.146 -- 00:01:31.681 of a key short-term priority, delivery. We should progress significantly 00:01:31.681 -- 00:01:38.204 in the second half of the year thanks to stronger cash generation and ...