Gaf Laugland
SVP Finance and Investor Relations
Replay available
Odfjell Technology Ltd (ODTLF) Q2 2026 Earnings Call
Odfjell Technology Ltd (OTC: ODTLF) Q2 2026 earnings conference call, held 2026-08-20. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Simon Leung
CEO
Eirik Stamberg
CFO
Truls Olsson
Analyst, Furnace Security
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Odfjell Technology Ltd..
Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:05.094 Good morning and welcome to Fjell Technology's Q2 presentation. 00:00:05.094 -- 00:00:11.138 My name is Gaf Laugland. I'm the SVP for Finance and Investor Relations in Fjell Technology. 00:00:11.138 -- 00:00:15.741 I'm joined by our CEO, Simon Leung, and our CFO, Erin Knudsen. 00:00:15.741 -- 00:00:19.584 Today's presentation is available on our website. 00:00:19.584 -- 00:00:23.626 Please take notice of the disclaimer on page two. 00:00:23.626 -- 00:00:28.569 Simon will now cover the key highlights, the market outlook, the backlog, and our capital 00:00:28.569 -- 00:00:31.003 allocation update. 00:00:31.003 -- 00:00:37.325 You can submit your questions through the webcast portal or by using the dial-in numbers. 00:00:37.325 -- 00:00:40.506 I now hand it over to Simon. 00:00:41.287 -- 00:00:46.508 Thank you, Gert. Welcome to this call. 00:00:46.508 -- 00:00:51.590 First of all, I would like to say I'm very happy to say that we have record quarterly 00:00:51.590 -- 00:00:53.111 earnings 00:00:53.111 -- 00:00:55.291 this quarter. 00:00:55.291 -- 00:00:59.372 We have earned 243 million 00:01:00.065 -- 00:01:02.406 EBITDA, a margin 00:01:02.406 -- 00:01:04.287 of 17.4% 00:01:04.287 -- 00:01:07.907 compared to 14.8% from previous 00:01:07.968 -- 00:01:09.968 quarter. 00:01:10.509 -- 00:01:12.509 It's 00:01:12.830 -- 00:01:18.353 also the first full quarter with KCM Eraser contributing with 35 million 00:01:18.353 -- 00:01:20.374 to EBITDA 00:01:20.374 -- 00:01:25.776 and with adjusted EBITDA excluding acquisitions still up 8% from previous 00:01:25.776 -- 00:01:27.585 quarters. 00:01:27.585 -- 00:01:30.908 These are the main drivers for the improvement. 00:01:30.908 -- 00:01:36.412 That's the KSM Racer contribution. As 00:01:37.395 -- 0...