EarningsQ2 2026 Earnings Report
CH:ACT Q2 2026 EPS Results
Actual EPSCHF1.55
Consensus EPSCHF1.55
Beat/MissMet expectations
One Year Ago EPSCHF1.46
CH:ACT Q2 2026 Revenue Results
Actual RevenueCHF144.77M
Expected RevenueCHF137.26M
Beat/MissBeat by +CHF7.51M
YoY Revenue Growth+8.66%
Earnings Announcement Details
QuarterQ2 2026
Date07/30/2026
TimeBefore Open
Conference CallThursday, July 30, 2026
CH:ACT Upcoming Earnings
AlzChem Group AG's next earnings date is estimated for October 29, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial picture: revenue and EBITDA growth, margin expansion, strong Specialty Chemicals momentum, secured financing and clear progress on strategic capacity expansions (Germany and U.S.). Counterbalancing risks include a weak Basics & Intermediates/fertilizer market, one-off refurbishment costs (~EUR 10 million) and timing-related cash/prepayment effects that may soften Q3 and weigh on H2 EBITDA sequencing. Management reaffirmed FY 2026 guidance (sales ~EUR 600m, EBITDA ~EUR 126m), reflecting confidence in underlying drivers while acknowledging near-term headwinds and ramp-up costs.Company Guidance
Group revenue and earnings growth
Group revenue increased 6% year-on-year to EUR 304.0 million in H1 2026. EBITDA rose 14% to EUR 64.5 million and EBITDA margin expanded from 19.6% to 21.2%. Net income increased ~14% to EUR 35 million (EPS up similarly).
Specialty Chemicals: clear growth and margin driver
Specialty Chemicals revenue grew 10% year-on-year to EUR 214 million, contributing 70% of group sales (up from 67%). Segment EBITDA increased ~19% to approx. EUR 64 million and the segment EBITDA margin expanded to close to 30%, driven by higher volumes, favorable mix (ingredients, Creapure/Creavitalis, nitroguanidine) and high capacity utilization.
Strong balance sheet and cash/financing position
Secured a EUR 100 million growth financing package (EUR 80 million disbursed, EUR 20 million committed). Equity increased by EUR 40 million, equity ratio ~40.3%. Operating cash flow was EUR 51 million (adjusted improvement after accounting for lower customer grants). EUR 30 million of new term loans were used to optimize repayment of near-term maturities.
Progress on strategic expansion projects
Major capacity projects reached key milestones: carbide furnace refurbishment nearing completion (recommissioning planned in Q3, precise start-up in September); nitroguanidine expansion and new guanidine facility in Germany entered commissioning/start-up; U.S. site decision (Bushy Park, SC) made for nitroguanidine with feed and permitting underway, construction targeted in 2027 and ramp to production expected from 2029 with turnover potential near EUR 100 million.
Operational resilience and regional growth
Revenue increases driven by both volumes and improved pricing, with major regional sales growth in Europe and the U.S. Specialty business demonstrated resilience amid geopolitical tensions; no current supply chain or transportation bottlenecks reported.
Improving signs in Basics & Intermediates (Q2)
While H1 Basics & Intermediates revenue declined 4% to EUR 75.4 million, Q2 showed a 9% year-on-year recovery to EUR 38.7 million, supported by higher volumes in the steel/ metallurgical business and early signs of stabilization.
CH:ACT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed