Canada · Delayed Price · Currency is CAD Charbone Earnings Call Transcripts
Fiscal Year 2026
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Preliminary Q3 2026 gas income reached CAD 553,000, up ~21% QoQ, with nine-month income near CAD 1.2 million. Customer, delivery and distribution capacity expanded, while Sorel-Tracy phase I-B remained on track for fall 2026.
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Gas income surged 155% quarter-over-quarter in Q2 2026, driven by new customer growth and expanded helium operations. Phase 1B commissioning at Sorel-Tracy is on track for fall, with strong demand across hydrogen, helium, and oxygen. Operating leverage and margins are expected to improve as volumes scale.
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Q1 2026 marked a shift to commercial operations, with strong revenue growth, improved margins, and successful multi-gas sales across North America. Expansion is underway in Quebec, Michigan, Wisconsin, and Malaysia, supported by new financing and recurring customer contracts.