Aktieselskabet Schouw & Co. (SCHO) Earnings Call Transcripts

Aktieselskabet Schouw & Co.'s Latest Earnings Call - Q1 FY2026

In Q1 2026, Aktieselskabet Schouw & Co. reported a revenue decline of 3% to DKK 7.7 billion, while EBITDA increased by 5% to DKK 591 million, driven by operational optimizations. The company maintained its full-year guidance for revenue between DKK 33 billion and DKK 35.5 billion and EBITDA of DKK 2.9 billion to DKK 3.2 billion. Notably, the announcement of an IPO for BioMar signals potential future value creation, which could positively impact investor sentiment.

Reported metrics

Guidance from management

Management maintained full-year guidance for revenue at DKK 33 billion to DKK 35.5 billion and EBITDA at DKK 2.9 billion to DKK 3.2 billion, reflecting confidence in operational performance despite current challenges.

What management said

Thank you for asking that, Wei. I think we have been looking at a lot of different factors, and I think when we conclude on all of them, we see that things has been more stable. I think the most important, not the most important one, but you also know the VIX indicator now really is quite positive. We also have been talking to a lot of investors looking for investing in stable companies. And so we think the window is...

We have a very clear investment strategy saying that we are investing in business-to-business companies. So that's what we are looking into now and really continue that because that's where we have our strengths. We know a lot about running business-to-business companies, need to be international oriented, need to have a strong position in the market, et cetera. So that's just continuing our strategy and really pushi...

What analysts pressed on

Analysts expressed concerns regarding the impact of macroeconomic volatility on the IPO timing for BioMar and the ongoing supply chain challenges affecting Fibertex Personal Care. There was also inquiry into the visibility of revenue from GPV's new distribution model.

Main topics on the call

• BioMar IPO Announcement — Management announced the initiation of the IPO evaluation for BioMar, stating, "we think the window is there, and we think also it's time for BioMar now to take the next step." This could unlock significant value for sha...
• Revenue and EBITDA Performance — Revenue decreased 3% to DKK 7.7 billion, while EBITDA increased 5% to DKK 591 million. Jens Sørensen noted, "we still had high activity across the board," indicating resilience despite revenue challenges.
• Guidance Maintenance — The company maintained its full-year guidance, expecting revenue between DKK 33 billion and DKK 35.5 billion and EBITDA of DKK 2.9 billion to DKK 3.2 billion. This stability suggests management's confidence in meeting op...
• Challenges in Fibertex Personal Care — Fibertex Personal Care faced a 9% revenue decline due to market volatility, with Jens Sørensen stating, "we are more concerned about availability of raw materials." This highlights ongoing supply chain risks.

Read the full Aktieselskabet Schouw & Co. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 Aktieselskabet Schouw & Co. earnings call transcripts on record, spanning March 6, 2020 to May 1, 2026. Based on this history, Aktieselskabet Schouw & Co. reports quarterly. The most recent call on file is dated May 1, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SCHO

Exchange

CPSE

Country

DK

Sector

Consumer Staples

Industry

Food Products

Calls on record

25

First call

March 6, 2020

Most recent

May 1, 2026

Reporting cadence

quarterly