Aquafil (ECNL) Lytham Partners Fall 2026 Investor Conference summary

Business overview and market position

• Global leader in nylon yarns and polymers, with main markets in carpets (72% of revenue), textiles (17%), and polymers (11%).

• Operations and sales span Europe (54% of revenue), the U.S. (30%), and Asia Pacific (16%).

• Over 20,000 SKUs and significant investment in proprietary technology and product development.

ECONYL technology and competitive differentiation

• ECONYL is a regenerated nylon made entirely from pre- and post-consumer waste, including fishing nets and carpets.

• Collection and recycling operations are global, requiring dedicated teams and long-term partnerships.

• Proprietary depolymerization technology enables low energy use and a reduced carbon footprint.

• Customers can switch to ECONYL without changing their processes.

Customer engagement and growth opportunities

• Strong relationships with leading carpet and textile brands, including Interface, Milliken, Tarkett, Patagonia, and Arc'teryx.

• Arc'teryx partnership highlights circular design and long-term collaboration.

• Growth opportunities seen across carpets, textiles, and polymers, with rising interest in engineering plastics.