)
Imerys (NK) investor relations material
Imerys Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
H1 2026 revenue reached €1.74 billion, up 1.8% at constant exchange rates, driven by higher sales volumes despite subdued demand in some end markets.
Adjusted EBITDA grew 10% year-over-year at constant exchange rates to €290 million, with margin improving to 16.6%.
Net current free operating cash flow rose to €109 million, reflecting improved profitability, lower capex, and disciplined working capital management.
Strategic roadmap advanced with Project Horizon delivering €17 million in savings by June 2026 and completion of key acquisitions in the US (Great Lakes Minerals) and Brazil (SB Mineração).
Net income, Group share, was €49 million, down from €70 million in H1 2025, impacted by restructuring costs and one-off items.
Financial highlights
Q2 2026 revenue was €906 million, up 2.9% at constant exchange rates; H1 2026 revenue: €1.74 billion (+1.8% at constant FX).
Adjusted EBITDA: €290 million in H1 2026 (+10% year-over-year at constant FX); margin improved to 16.6%.
Net financial debt at June 30, 2026: €1,468 million, up €77 million from December 2025, mainly due to acquisitions and lease adjustments.
Net current free operating cash flow: €109 million in H1 2026.
Net income per share: €0.78, down from €0.98 in H1 2025.
Outlook and guidance
Full-year 2026 adjusted EBITDA targeted at €550–580 million, assuming no major macroeconomic or geopolitical deterioration.
Management remains focused on cost control, cash discipline, and strategic execution amid ongoing market uncertainties.
Guidance reflects caution due to energy price volatility, inflation risk, and potential interest rate hikes.
- Solid organic growth, margin expansion, and strong ESG progress despite non-cash net loss.NK
H2 20249 Jul 2026 - All resolutions passed, with strong 2024 results, higher dividend, and strategic progress.NK
AGM 20258 Jul 2026 - All resolutions passed, with stable financials, new board members, and key strategic initiatives advanced.NK
AGM 20268 Jul 2026 - H1 2024 adjusted EBITDA rose 11% to €384 million, margin 20%, with strong net income growth.NK
H1 20248 Jul 2026 - Q1 2026 saw modest growth and margin gains, offset by FX and restructuring impacts.NK
Q1 202629 Apr 2026 - Stable 2025 results, major goodwill impairment, and cost savings plus lithium investment ahead.NK
Q4 202520 Feb 2026 - Nine-month EBITDA margin rose to 19.2% as full-year guidance is confirmed.NK
Q3 202417 Jan 2026 - Organic growth and sustainability progress offset margin pressure from joint venture declines.NK
Q1 202524 Dec 2025 - Stable H1 2025 sales and EBITDA, but net income fell; full-year EBITDA guidance reaffirmed.NK
Q2 202516 Nov 2025
Next Imerys earnings date
Next Imerys earnings date
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)