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Edge6 Sep 2024
Strong Opinions, Loosely Held: Pontus Dackmo on Flexibility and Market Psychology
After a two-decade career in finance, Pontus Dackmo co-founded Protean Funds Scandinavia in 2022, where he now serves as CEO and Investment Manager.
Neste
Neste (NESTE) investor relations material
Neste SEB Nordic Large Cap Seminar presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.SEB Nordic Large Cap Seminar presentation summary18 Aug, 2026
Financial performance highlights
Achieved all-time high quarterly results with group comparable EBITDA reaching 1,203 MEUR in Q2 2026, up from 861 MEUR in the previous quarter.
Renewable Products segment posted record high sales margin and sustained demand, while Oil Products benefited from exceptionally wide diesel crack and solid production.
Marketing & Services experienced lower volumes and tighter unit margins, with negative inventory effects.
Free cash flow was 164 MEUR, down from 286 MEUR in the previous quarter.
Leverage improved to 29.9%, within the target level.
Market environment and regulatory support
Exceptional market environment driven by Middle East conflict contributed to favorable conditions.
Regulatory decisions supported increased demand for renewables.
Renewable diesel reference gross margin remained strong, averaging 1,037 USD/ton in Q2 2026.
Strategic initiatives and outlook
Progress made on strategic investment project in Rotterdam.
Renewable diesel (RD) global demand projected to grow from ~19 mt in 2026 to over 30 mt by 2030, with a CAGR above 10%.
Sustainable aviation fuel (SAF) demand expected to rise from ~2 mt in 2026 to ~7 mt by 2030, with a CAGR above 35%.
Flexible supply capabilities position the company to serve both RD and SAF markets.
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Latest events from Neste
- Record Q2 and H1 2026 EBITDA and profit, with robust renewables and oil margins amid volatile markets.NESTE
Q2 2026 - Q1 2026 delivered record EBITDA and margins, with robust cash flow and lower leverage.NESTEQ1 2026
- EBITDA rose to EUR 1,683 million in 2025, driven by operational gains and renewables growth.NESTEQ4 2025
- 2024 margin guidance lowered amid weak Q2, with SAF and Martinez ramp-up targeted for H2.NESTEPre-Silent Call
- Q3 2024 saw steep profit and margin declines, cost actions, and a CEO transition amid volatile markets.NESTEQ3 2024
- Q2 profit and margins fell sharply, but H2 cash flow and SAF sales are set to improve.NESTEQ2 2024
- €350M EBITDA improvement program launched; Rotterdam expansion delayed, renewables growth targeted.NESTEInvestor Update
- 2024 profit plunged, triggering cost cuts, new targets, and a steep dividend reduction.NESTEQ4 2024
- Q1 2025 profit dropped on weak margins, but SAF expansion and cost savings progressed.NESTEQ1 2025
Next Neste earnings date
Q3 202629 Oct, 2026
Neste
Next Neste earnings date
Q3 202629 Oct, 2026
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Amina0781App Store
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@theshortbearx.com
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