Imerys Sa Ord (IMYSF) Q1 2026 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:01.263 -- 00:00:06.750 Good day and thank you for standing by. Welcome to the EMERIS first quarter 2026 00:00:06.750 -- 00:00:11.736 results conference call and webcast. At this time, all participants are in listen-only 00:00:11.736 -- 00:00:16.342 mode. After the speaker's presentation, there will be the question and answer session. 00:00:16.342 -- 00:00:20.848 To ask a question during the session, you need to press star, 1, 1 on your telephone 00:00:20.848 -- 00:00:25.394 keypad. You will not hear an automatic message advising your hand is raised. 00:00:25.394 -- 00:00:28.988 To withdraw a question, please press star, 1 and 1 again. 00:00:28.988 -- 00:00:32.533 Please be advised that today's conference is being recorded. 00:00:32.533 -- 00:00:36.859 I would now like to hand the conference over to our first speaker today, Alessandro Dazza, 00:00:36.859 -- 00:00:39.680 CEO. Please go ahead. 00:00:41.165 -- 00:00:43.248 Thank you, and good evening to all of you. 00:00:43.248 -- 00:00:49.036 Thank you for joining us today to review Imerys Q1 2026 results. 00:00:49.036 -- 00:00:53.139 With me here, Pierre Lebreuil, our CFO. 00:00:53.242 -- 00:00:58.947 Let me start, as usual, by giving you some highlights of the first quarter 26. 00:00:59.397 -- 00:01:04.965 I'd say immediately a strong quarter for Imerys with organic growth, improved profitability 00:01:04.965 -- 00:01:10.192 at constant exchange rates in a market which was certainly 00:01:10.192 -- 00:01:11.995 challenging. 00:01:11.995 -- 00:01:16.601 Revenue at $835 million was up 0.7% 00:01:16.601 -- 00:01:21.848 versus last year at constant FX, driven by volume growth 00:01:21.848 -- 00:01:27.164 and steady pricing. To be noted, the significant currency headwinds in 00:01:27.164 -- 00:01:32.254 Q1, re...