* Q4 figures in line with pre-announcement * We cut '26e-'27e sales by 6-5%, EBIT positive in '27e (prev.
* Q4 sales of SEK 43m (-11% y-o-y), in line with pre-announcement * EBIT SEK -4m (vs.
* Rights issue of SEK 51.8m to accelerate recycling expansion * Fully covered by subscription and underwriting commitments * Prelim.
* Q3 sales lower than expected (-5% vs. ABGSCe) * Major untapped potential in Recycling * Long-term potential intact; EPS positive in '26e Q...
* Sales -5%, adj. EBIT SEK -2m vs. ABGSCe * Seasonal effects impacted Aesthetics segment * Recycling continues to be the star performer; +25...
* Report out on 17 October * Q3e sales SEK 48m, EBIT SEK -0.
Recycling momentum continues Nexam reported sales of SEK 54m, +1% y-o-y and -1% vs.
- Sales -1%, adj. EBIT -2.7m vs. ABGSCe - EBIT lower on higher than expected opex - Recycling continues to be growth driver (+70% q-o-q) Q2 ...
- Q2e sales of SEK 55m, +1.8% y-o-y - Continued softness in lightweight, Recycling uptrend to continue - Trading at 1.
Q1 sales lower than expected due to weak end-markets in lightweight Expect positive EBIT margins in H2'25e Trading at 1.
Sales -7%, adj. EBIT -2.7m vs. ABGSCe Gross margin at record high level 48% (45%) Performance Chemicals sales -20% y-o-y due to weak end-mar...
Report out 24 April Q1e sales of SEK 53m, -1% y-o-y, EBIT SEK -0.
Sales -3%, adj. EBIT -2m vs. ABGSCe Temporary incoming delivery delays push cash flow into Q1 Optimistic on growth, but dependent on custome...
Q4e sales SEK 50m, flat y-o-y, EBIT SEK -0.6m (-2.1m) Somewhat more cautious on Perf.
Sales temporarily weaker (down 4%), but record gross margin of 47% We cut '24e-'26e sales by 4-5% and '25e-'26e EBIT by 5% Remain optimistic...
Sales -12% and adj. EBIT SEK -4m vs. ABGSCe Lower volumes from some large customers likely temporary Industrial weakness partially compensat...
Q3e: sales of SEK 50m (up 10%), EBIT of SEK 1.5m (-2.
- Q2 sales SEK 54m, EBIT SEK -1.0m, vs. ABGSCe 52m and -1.
Q2e: in line with Q1, easy y-o-y comps We expect Q2 sales of SEK 52m, up 26% y-o-y vs.
Performance Chemicals grows 17% as EBIT nears breakeven Cost-savings programme successful, but still potential left Markets remain sluggish,...
Continued sequential growth, delivering on cost savings Wind market improving, wind power customers' order intake +40% Raise sales estimates...
Sales +1.1% and adj. EBIT SEK -0.4m vs. ABGSCe CF worse than expected due to NWCC, balance now SEK 9m Cost savings programme will have full ...
Q4e: sales SEK 50m, up +9% q-o-q, EBIT -2m (-4m) Minor estimate changes, eyeing profitable growth in '24e-'25e Trading at 1.
Sales and EBIT up from Q2 low, reaching SEK 46m and SEK -2.
Sales -6% and adj. EBIT SEK +0.5m vs. ABGSCe Outlook largely unchanged as the company recovers from Q2 low The share is currently trading at...
Q3e sales SEK 49m, -14% y-o-y, +17% q-o-q; EBIT SEK -3m (-2m) Change of analyst: '23e-'25e sales down 1-5%, adj.
• Adj. EBITDA SEK -5m vs. ABGSCe SEK 1m • Cash of SEK 20m and an unused credit facility of SEK 20m • Slow but gradual improvement in H2e Q2 ...
Q2 sales were down 25% YOY, driven by lower volumes due to inventory reductions and overall weaker demand.
• Adj. EBITDA SEK -5m vs. ABGSCe SEK 1m • Performance Chemicals sales down -31% y-o-y • Conference call at 13.
• Q2 should be burdened by weak PET foam market... • .
Q1 sales were c13% below our forecast, driven by weaker sales growth in Performance Chemical than we expected.
Q1'23 results Nexam had Q1 sales of SEK 52m (ABGSCe SEK 59m), whereof sales to Diab were SEK ~10m.
EBITDA SEK 0m vs. ABGSCe SEK 2m Performance Chemicals weaker than expected, -7% growth y-o-y Conference call at 11.
Q1'23 on Thursday, 20 April We expect sales of SEK 59m, +9% y-o-y Trading at 17x EV/EBITDA on '24e PET foam additives should support sales ...
Near-term headwinds, long-term growth potential intact Unused credit facility of SEK 11.
For yet another quarter, Nexam was hurt by slow demand in the wind power industry.
EBITDA SEK -1m vs. ABGSCe SEK 0m Launched a cost savings programme Conference call at 11.
Q4 report on Thursday, 26 January Receives order in Reactive Recycling worth ~SEK 2m We expect sales of SEK 62m, +8% y-o-y Q4'22 expectatio...
A step in the right direction Performance Chemicals returned to growth in Q3 and beat our sales estimate by 19%.
We have lowered our 2022e group sales by 9%, following a weaker-than-expected quarter for PET foam, as the wind-power industry has been stru...
We have lowered our 2022e sales by 9% following a weaker short-term outlook for wind power.
Q4 sales were 9% below our forecast, largely reflecting lower growth in Performance Chemical than we expected (27% YOY versus our 50%).
Q3 sales missed our forecast by 13%, driven mainly by vacation effects but also the general raw-material shortage globally, which may have p...
Nexam Chemical reported a solid Q2, with sales growth of 64% YOY in line with our estimate, driven by 114% growth in Performance Chemicals.
