HEXPOL AB (publ) (HPOL_B) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the HEXPOL Q2 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 Deputy CEO and CFO, Peter Rawson. Please go ahead. Thank you, everyone, and thank you for listening to our Q2 presentation. For today, I'll take you through the overall business performance. I'll take you through the financials, and then we summarize and wrap up with a Q&A session. But let's start on group level. As you've seen, it's a quarter where we deliver strong organic sales growth. But when we look at the overall picture of the markets where we operate, there is not much change since the beginning of the year. Generally speaking, we still see fairly high levels of uncertainty and a wait-and-see mentality with a lot of customers and in the markets. From a geographical point of view, it's also similar to the beginning of the year with higher uncertainty in North America compared to Europe that is somewhat more stable compared to last year. The uncertainty that we felt in the beginning of the year has, to a certain extent, intensified during the second quarter, following on the Middle East situation, not least with the impact on volatile raw material prices, and I will come back to this in a little bit more detail later on. That being said, when we look at our own performance during the quarter, We see improvements in both of our largest business area, rubber compounding and thermoplastic compounding, while engineered products delivers a stable result. Our focus on maintaining and increasing our market share has been successful here in the quarter, and we see volume growth to our largest end customer segments, such as wiring cable, general industry, and ...