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Rockwool A/S (RCWLY) Q1 2026 Earnings Call Transcript
2026-05-20 · via All Articles on Seeking Alpha

Rockwool A/S (RCWLY) Q1 2026 Earnings Call May 20, 2026 5:00 AM EDT

Company Participants

Kim Andersen - Senior VP & CFO
Jes Hansen - President & CEO

Conference Call Participants

Benjamin Rada Martin - Goldman Sachs Group, Inc., Research Division
Anna Schumacher - BNP Paribas, Research Division
Zaim Beekawa - JPMorgan Chase & Co, Research Division
Claus Almer - Nordea Markets, Research Division
Anders Preetzmann - Danske Bank A/S, Research Division
Alexander Craeymeersch - Kepler Cheuvreux, Research Division
Yassine Touahri - On Field Investment Research LLP
Allison Sun - BofA Securities, Research Division
Pujarini Ghosh - Bernstein Institutional Services LLC, Research Division
Julian Radlinger - UBS Investment Bank, Research Division
Chase Coughlan - Kempen & Co. N.V., Research Division

Presentation

Kim Andersen
Senior VP & CFO

Hello, and welcome to ROCKWOOL A/S conference call regarding the results for the first quarter of 2026. My name is Kim Junge Andersen, I'm the CFO of ROCKWOOL A/S. Today, I'm pleased to present CEO, Jes Munk Hansen. [Operator Instructions] As a reminder, this conference call is being recorded. First, Jes will go through our presentation and give you an update of the results for the first quarter of 2026. Afterwards, we will be ready to answer all your questions. Before I hand over the word to Jes, Jes, I must ask you to notice Slide #2, which is the forward-looking statement. Please be aware that this presentation contains uncertainties. Now we can go to the next slide, which is Slide #3. Jes, I will now hand over the word to you.

Jes Hansen
President & CEO

Thank you, Kim. Also welcome from my side. And as Kim said, I will start on Slide #3, where we have our key numbers. The ROCKWOOL Group delivered resilient performance in Q1 despite a challenging operating environment with revenue growth of 2%, primarily driven by Eastern Europe, the United States and Southern Europe. The EBIT margin, as