Earnings Call

Azelis Q2 FY2026 Earnings Call

With Boris Cambon-Lalanne (Group CFO), Anna Bertona (Group CEO) and Pamela Antay (SVP of Equity and Credit Relations).

0AA6
Fiscal Q2 2026
July 30, 2026
20 min read
6 questions

As a leading global innovation service provider in the specialty chemicals and food ingredients industry, we are committed to creating value for principals and customers whilst providing a great work environment and career opportunities. Azelis has 4,200+ employees across 65 countries worldwide.

More about Azelis

We work with around 2,800 principals to provide a diverse range of innovative products/services to 63,000+ customers. Our industry-dedicated sales teams have specialist product and application knowledge, combined with business know-how, enabling us to add value in all business relationships. We’re always looking to add new talent to our team and encourage and support the personal and professional growth of all employees. Specialties include: Life Sciences: Personal Care, Home Care & Industrial Cleaning, Pharma & Healthcare, Food & Nutrition, Animal Nutrition, Agricultural & Environmental Industrial Chemicals: CASE, Electronics, Essential Chemicals, Fine Chemicals, Advanced Materials & Additives, Chemicals, Lubricants & Metal Working Fluids, Other Applications, Textiles, Leather & Paper At Azelis, our partnerships with customers and principals remain at the heart of our activities. As a leading global innovation service provider, our entrepreneurial approach to doing business is reflected in our can-do attitude. Across our network of more than 70 application laboratories, our award-winning staff help develop formulations and provide technical guidance along the customers’ product development process. We combine a global market reach with a local footprint to offer a reliable, integrated and unique digital service to customers and attractive business opportunities to principals. Striving to create a positive impact on the environment and communities around the world, we are top-industry-rated by Sustainalytics. Azelis is a leader in sustainability. We aim to provide effective, sustainable, and reliable solutions. Our business is your business. 1B EUR.

1Prepared remarks3 speakers

Pamela AntaySVP of Equity and Credit Relations

Good day and welcome to Azelis' First Half 2026 Earnings Presentation. Today, we have Anna Bertona, Group CEO, who will give an update on our operating progress year-to-date. Boris Cambon-Lalanne, Group CFO, will present the financial results. Anna will say a few words on the outlook. After their presentations, we will open the call for Q&A. Until then, you will be on listen-only mode. As a reminder, this presentation may contain forward-looking statements that are subject to risk. We will make a recording of this…

Anna BertonaGroup CEO

Thanks, Pam. Good day to everyone. Thank you for dialing in today. We realize it is a very busy day for corporate earnings. Many of you are probably one report away from your summer holidays, so we will be sharp and efficient and start right away. As usual, I will kick off with the most important messages based on our performance in the first half of the year. Let me start by saying that we are proud to have delivered positive group organic revenue growth for the first time in more than a year.

The 4% organic…

Boris Cambon-LalanneGroup CFO

Thank you, Anna, and good morning, everyone. As Anna mentioned during the business update, Azelis delivered an improved performance in the first half 2026 with a return to organic growth while maintaining strong costs discipline. Let me take you through the group P&L before we move to the regional performance. Please note that as I guide you through the P&L and the regional performances over the next two slides, I will be referring to prior year or sequential comparisons in constant currency. We clearly provide…

Anna BertonaGroup CEO

Thanks, Boris. As you can all appreciate, we are operating in an environment where volatility has become the norm rather than the exception. The geopolitical developments, trade dynamics, shifting customer sentiments continue to create uncertainty, making short-term trends difficult to predict. At the same time, this environment reinforces the importance of ensuring that our business is well-positioned to perform throughout the cycle. Given the limited visibility on how the current geopolitical situation will…

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