EcoPro BM Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 revenue rose 22% QoQ, led by European EV demand, while operating profit fell due to a prior one-time gain. Hungary plant ramp-up and regulatory shifts in Europe are shaping growth and investment plans, with ongoing product and customer diversification.
Fiscal Year 2025
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Q4 2025 marked a return to profitability for key subsidiaries, with strong growth expected in 2026 as Indonesian smelters are fully consolidated and metal prices rise. Significant liquidity, cost optimization, and market expansion initiatives position the group for robust earnings momentum.
Fiscal Year 2024
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Q4 2024 saw revenue growth across most segments but continued operating losses due to inventory provisions and a weak downstream market. 2025 guidance is optimistic, with expected sales and profit recovery, new customer wins, and major upstream expansion in Indonesia.
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Q3 2024 saw sharp revenue declines and operating losses due to weak EV demand and falling metal prices, but inventory rationalization and new investments are expected to improve financials in 2025. Regulatory shifts and new customer acquisitions should drive future growth.
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Q2 2024 saw revenue and profit declines across segments due to lower ASPs and weak demand, but inventory reversals and global resource gains partially offset losses. H2 outlook anticipates improved profitability from nickel investments, expanded lithium and recycling sales, and European expansion, though market risks remain.