)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Smart Sand (SND) investor relations material
Smart Sand Lytham Partners Fall 2025 Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Lytham Partners Fall 2025 Investor Conference summary30 Sep, 2025
Business highlights and strategy
Operates 10 million tons of high-quality northern white sand mining and processing capacity with access to all Class 1 rail lines, enabling efficient delivery to all major U.S. basins.
Maintains a low-cost operating structure with bulk commodity logistics, low processing costs, and low royalty rates, supporting best-in-class logistics.
Owns four terminals and leverages third-party relationships to efficiently serve North American basins, with a focus on natural gas demand growth and diversification into industrial applications.
70% of sand sales are to natural gas basins, with industrial sales growing over 80% year-over-year and targeted to reach 10% of total sales.
Holds over 500 million tons of reserves with more than 30 years of reserve life, and over 70% of reserves are fine mesh sand, aligning with current market demand.
Financial performance and capital management
Delivered nearly $20 million to shareholders over the past three years through buybacks and dividends, with plans to continue this approach.
Sold 2.5 million tons in the first half of the year and expects similar or better performance in the second half.
Maintains a prudent capital structure with low leverage, enabling resilience through industry cycles.
Management and board collectively own over 36% of the business, aligning interests with shareholders.
Market trends and growth drivers
Natural gas demand is projected to rise due to LNG export growth and increased power needs for AI data centers, potentially requiring U.S. production to reach 125-130 Bcf/day.
Sand demand per well is increasing as producers drill longer laterals and intensify fracking, driving higher proppant usage even as frack spreads flatten.
Northern white sand is positioned as a superior product, with studies showing better long-term well results compared to regional sand.
Expansion into Canadian markets, now representing about 10% of sales, following the acquisition of the Blair facility.
Impact of AI data centers on natural gas demand
Industrial sand growth strategy and targets
Unit train logistics efficiency benefits
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Smart Sand earnings date
Q3 202512 Nov, 2025
Next Smart Sand earnings date
Q3 202512 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, 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
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Smart Sand Inc. engages in the mining, processing, and sale of industrial sand, particularly Northern White sand, used primarily in hydraulic fracturing operations. The company provides frac sand logistics and storage solutions to oilfield service companies and exploration and production operators. The company is headquartered in The Woodlands, Texas, and its shares are listed on the NASDAQ.
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