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Neste (NESTE) investor relations material
Neste Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary24 Jul, 2025
Executive summary
Performance improvement program delivered €107M EBITDA run-rate improvement by June, targeting €350M by end of 2026.
Rotterdam SAF production started, achieving record renewable product volumes and operational reliability.
Cash flow before financing activities improved to €226M in Q2 2025 from -€225M in Q1 2025.
Regulatory developments in Europe and the US support long-term renewables demand.
Organizational restructuring led to one-off costs of €30M in H1, excluded from comparable EBITDA.
Financial highlights
Q2 group comparable EBITDA reached €341M, with Renewable Products at €174M and Oil Products at €135M.
Q2 revenue was €4,511M, down from €5,017M in Q1 2025 and €4,642M year-over-year.
Comparable earnings per share was €0.06 in Q2 2025, compared to -€0.04 in Q1 2025.
Free cash flow was €226M, supported by strong profitability and working capital management.
Refining margin for Oil Products was $10/barrel, below expectations due to higher crude costs.
Outlook and guidance
Renewable and Oil Products sales volumes in 2025 expected to be higher than in 2024.
Renewable fuels market expected to remain oversupplied in 2025; oil and renewable fuel markets sensitive to oil price volatility.
Full-year 2025 capex (excluding M&A) estimated at €1.0–1.2B.
Scheduled maintenance turnarounds in Rotterdam (Q4 2025) and Singapore (from mid-December 2025).
Q3 cash flow will depend more on operative profitability due to inventory build for maintenance.
Assess Rotterdam investment project impact.
Elaborate on RED III implementation effects.
How will US regulatory changes affect Neste?
Assess impact of German RD volume plans.
How will 45Z policy affect feedstock costs?
Explain fixed cost improvements in renewables.
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Q3 202529 Oct, 2025
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Frequently asked questions
Neste Oyj is a global provider of renewable and oil products, serving customers in transportation, business, industry and households with their strong sales and service-grounded expertise. Neste's product portfolio consists of renewable diesel fuels such as Neste Lean Diesel (biomethanol/olefin) and Neste PurFiner A2 (rapeseed oil), diesel powertrains based on Neste Renewable Diesel fuels, biodiesel FAME and lube oils for different application needs. Neste Oyj was founded in 1948 and is headquartered in Espoo, Finland.
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