IMCD N.V. (IMCDY) Q2 2026 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Imcd N.v..

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.051 -- 00:00:03.072 Hello and welcome to IMCD's 00:00:03.072 -- 00:00:08.453 2026 half-year results conference call, hosted by Marcus Jordan, CEO, 00:00:08.453 -- 00:00:13.855 and Hans Kooijmans, CFO. For the first part of this call, all participants 00:00:13.855 -- 00:00:19.317 will be in listen-only mode, and afterwards there will be a question and answer session. 00:00:19.317 -- 00:00:25.285 If you wish to ask a question, please press pound key 5 on your telephone keypad. 00:00:25.285 -- 00:00:28.626 I would now like to give the floor to Marcus Jordan. 00:00:28.626 -- 00:00:31.806 Mr. Jordan, please go ahead. 00:00:36.347 -- 00:00:40.708 Thank you very much, Elba. Good morning to you all and a warm welcome. 00:00:40.708 -- 00:00:45.849 I'm Marcus Jordan and I'm here today with our CFO, Hans Kooijmans, for the 2026 00:00:45.849 -- 00:00:50.527 half-year results which we published in a press release earlier this morning. 00:00:50.527 -- 00:00:55.770 We had a positive first half of the year with both gross profit and EBITR organic growth 00:00:55.770 -- 00:00:58.091 and a strong cash conversion. 00:00:58.091 -- 00:01:02.453 When looking at the overall business during the first half of the year, I'm proud of 00:01:02.453 -- 00:01:07.455 how our teams navigated the dynamic environment which included the majority of 00:01:07.455 -- 00:01:10.657 our suppliers implementing price increases. 00:01:10.657 -- 00:01:15.699 The magnitude of these price increases varied significantly with the larger specialty 00:01:15.699 -- 00:01:21.084 part of the portfolio generally receiving much lower percentage increases 00:01:21.084 -- 00:01:26.928 and showing less volatility than our smaller semi-specialty component. 00:01:26.928 -- 00:01:32.432 We as IMCD have been parti...