Lenzing

Lenzing (LNZ) investor relations material

Lenzing Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.

Q2 2026 earnings summary5 Aug, 2026

Executive summary

Delivered resilient H1 2026 performance amid volatile markets and Middle East conflict, with revenue stable or slightly down year-over-year and a focus on value over volume.
EBITDA margin improved to 18.9%-19%, with EBITDA up 9% in Q2 2026, supported by pricing discipline and cost measures.
Net profit after tax rose sharply to EUR 35.6 mn, reflecting improved financial performance and strong cash generation.
Strategic transformation included pruning low-margin business, premium fiber focus, and significant cost savings initiatives.
CEO transition and new leadership to drive ongoing transformation.

Financial highlights

H1 2026 revenue: EUR 1,267 mn (down 5% YoY); Q2 2026 revenue: EUR 652 mn (flat YoY).
Q2 2026 EBITDA: EUR 123 mn (+9% YoY, 19% margin); H1 2026 EBITDA: EUR 239 mn (down 10.9% YoY, 18.9% margin).
Net financial debt at EUR 1.36 bn, down 5% YoY; liquidity cushion at EUR 837 mn.
Unlevered free cash flow for H1 2026: EUR 98 mn (+10% YoY); Q2 2026: EUR 32 mn (down 35% YoY).
Net income for Q2 2026: EUR 11.7 mn (vs. EUR -16.6 mn in Q2 2025).

Outlook and guidance

Pricing environment remains constructive but may be peaking; cost headwinds from energy and raw materials to persist.
Strategic focus on expanding nonwovens, repositioning textiles, and strengthening pulp business.
Medium-term targets: return to revenue growth, EUR 150 mn EBITDA uplift, 20–25% EBITDA margin, and leverage below 2.5x.
Planned rights issue and new financing agreements of up to EUR 300 mn each to strengthen financial structure.
Expected non-cash impairment charges up to EUR 150 mn and restructuring provisions up to EUR 40 mn in 2026.

Rationale for Heiligenkreuz and Grimsby closures

Details on the planned EUR 300mn rights issue

Scaling plans for TreeToTextile technology

Cellulosic fiber pricing vs cotton and polyester

Execution of the value over volume strategy

Mitigation of caustic soda and sulfur cost spikes

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