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 in some segments but continued operating losses due to inventory provisions and weak demand. Management expects a turnaround in 2025, driven by inventory normalization, new EV launches, and customer diversification, with significant contributions from new projects and acquisitions.
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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 profitability declines across segments due to lower ASPs and weak demand, but inventory valuation reversals and global resources investments provided some offset. H2 outlook anticipates improved profitability as metal prices stabilize, with strategic expansion in Europe and ongoing diversification of sales and sourcing.