HEXPOL AB (publ) (HPOL_B) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the Hexfall Q1 presentation. During the questions and answers session, participants are able to ask questions by dialing pound key 5 on their telephone keypad. Now I will hand the conference over to the CEO, Klaus Dahlberg, and CFO, Peter Rawson. Please go ahead. Thank you, operator, and good afternoon to you all. Thank you for joining this call and If you please turn to page two. At our Capital Markets Day in November last year, we presented our strategy for Hexbol up to 2030. I will get back to you with a few words about the strategy at the end of this presentation. But one of the clear goals we presented was to grow in thermoplastic compounds. We have singled out that business area and created a separate business area called Thermoplastic Compounding. By that, we now have three business areas related to rubber compounding, thermoplastic compounding, and engineered products like before. As you always see, we have made some changes to our presentation to align with that mindset. I will start with a After my part, Peter will take you through the financials, and then I will make a summary of the presentation. And then we are, of course, happy to answer any of your questions. If you please turn to page three. During the quarter, we have never had a momentum with an offensive approach, despite market headwinds. The general market situation is still challenging and we focus on our customers and defend our market share in a very competitive environment. In-house or so-called captive compounding increase in these market situations. As a result of that, the captive volumes are still on a high level. But what we do believe is that these volumes have peaked by now. In North America, we see continued economic uncertainty, which has a negative impact on the overall c...