)
Edge23 Jan 2026
Death, Taxes, and Garbage: The Story of WM
How Waste Management turned garbage into one of America's most stable business models through landfills, regulation, and nationwide scale.
Elkem
Elkem (ELK) investor relations material
Elkem SEB Nordic Seminar presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.SEB Nordic Seminar presentation summary8 Jan, 2026
Company overview and strategy
Operates globally with ~7,200 employees and NOK ~33 billion in 2024 revenues.
Structured into three divisions: Silicones, Silicon Products, and Carbon Solutions, each with global leadership.
Initiated a strategic review to sell the Silicones division, aiming to focus on Silicon Products and Carbon Solutions.
Over 120 years of industrial history rooted in Norwegian expertise and renewable energy use.
Strong cost position due to operational excellence, upstream integration, and long-term renewable energy agreements.
Market environment and performance
EU and US trade barriers impact silicon and ferrosilicon markets, with new duties and quotas affecting pricing.
Ferrosilicon prices in the EU rose ~25% after safeguard measures, while silicon prices remain low due to weak demand.
Silicones market in China saw a 23% price increase in Q4 2025 due to production cuts, but demand remains weak.
Increased infrastructure and defense spending in Europe and NATO expected to boost demand for silicon and ferroalloys.
Silicon is critical for strategic industries including electronics, healthcare, construction, and defense.
Financial highlights and investment case
Q3 results supported by operational performance and cost improvements despite low sales prices.
Operating income CAGR of 8% and EBITDA margin of 17% (2020–2024), exceeding targets; ex-Silicones, CAGR is 11% and EBITDA margin 23%.
Carbon Solutions delivered strong margins; Silicones stable due to improved cost and market positions.
Strategic review and exclusive sales process for Silicones division progressing, with expected closing in H1 2026.
Positioned as a global leader in advanced silicon-based materials, with a resilient, geographically diverse business model and strong ESG focus.
Post-Silicones, how will core divisions accelerate growth
Quantify trade barrier impact on EU/US sales volumes
Project revenue uplift from defence/infrastructure spend
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Elkem earnings date
Q4 202511 Feb, 2026
Elkem
Next Elkem earnings date
Q4 202511 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Elkem ASA manufactures and sells metals and materials. The company operates through four segments: Stainless Steel, Special Metals, Mining and Others. It offers pig iron, liquid steel, semi-finished products, slabs and billets, as well as stainless steel products such as billets and slabs. Furthermore, Elkem ASAs' products include iron ore pellets, direct reduced iron (DRI) to various markets; and various other speciality irons. The company sells its products to vehicle manufacturers, electric appliance producers, industrial machinery manufacturers and construction industries. Elkem ASA is based in Oslo, Norway.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage