Nexam Chemical

* Record quarterly sales: SEK 60m (+11% y-o-y), +9% vs. ABGSCe * EBIT positive at SEK 0.14m (vs. ABGSCe -1.8m) * Recycling now ~17% of sales (+76% growth y-o-y) Q2 results Nexam reported record high quarterly sales at SEK 60m (+9% vs. ABGSCe 55m), +11...

* Report out on 14 July * Q2e sales of SEK 55m (+1% y-o-y), EBIT SEK -1.8m (-2.8m) * Cost economics increasingly favour recycled content Q2 expectations We estimate Q2 sales of SEK 55m, up 1% y-o-y despite tough comps in the quarter. We estimate sales...

* Sales SEK 44m (-5% vs. ABGSCe), EBIT -5.5m (vs. -3.3m) * We cut '26e-'28e sales by 1-2%, total EBIT by SEK 6m * Rising virgin plastic prices present an opportunity for Nexam Q1 a bit softer, more optimistic on Q2 Nexam reported slightly softer sales...

* Q1 sales of SEK 44m (-11% y-o-y), -5% vs. ABGSCe * EBIT SEK -5.5m (vs. ABGSCe -3.5m) * Recycling continues to show strength (+89% y-o-y) Q1 results Sales came in at SEK 44m (-5% vs. ABGSCe 46m), -11% y-o-y. EBIT adj. came in lower at SEK -5.5m (vs....