
Elkem ASA (ELKEF) Shareholder/Analyst Call Prepared Remarks Transcript
Elkem ASA (ELKEF) Shareholder/Analyst Call Prepared Remarks Transcript
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Elkem ASA (ELKEF) Shareholder/Analyst Call Prepared Remarks Transcript

Elkem ASA (ELKEF) Q4 2025 Earnings Call Transcript

OSLO, Norway, Feb. 13, 2026 /PRNewswire/ -- With reference to the announcement 13 February 07:00, Elkem clarifies certain aspects of the NOK 1 500 million underwritten equity issue. The NOK 1 500 million underwritten equity issue will be conducted through a publicly announced bookbuilding process subject to market conditions and market terms, with a minimum application amount and allocation criteria to be decided by the Board.

OSLO, Norway, Feb. 13, 2026 /PRNewswire/ -- Reference is made to the stock exchange announcement published earlier today by Elkem ASA ("Elkem" or the "Company") regarding the entry into of an agreement (the "Share Purchase Agreement") to sell the majority of its Silicones division to Bluestar to be settled with all Elkem shares held by Bluestar through Bluestar Elkem International Co. Ltd. S.A. (collectively with its relevant affiliate(s), "Bluestar") (the "Contemplated Transaction").

Elkem ASA (OTCPK:ELKEF) Q3 2025 Earnings Call October 23, 2025 3:00 AM EDT Company Participants Odd-Geir Lyngstad - Vice President of Finance & Investor Relations Helge Aasen - Chief Executive Officer Morten Viga - Chief Financial Officer Conference Call Participants Marcus Gavelli - Pareto Securities AS, Research Division Magnus Rasmussen - SEB, Research Division Presentation Odd-Geir Lyngstad Vice President of Finance & Investor Relations Hello, and good morning, and a very warm welcome to Elkem's Third Quarter Results Presentation. My name is Odd-Geir Lyngstad, and I'm responsible for Investor Relations here in Elkem.
OSLO, Norway , Sept. 18, 2025 /PRNewswire/ -- Reference is made to the stock exchange release published 23 January 2025 announcing Elkem ASA's ("Elkem" or the "Company") initiation of a strategic review of the Silicones division, with the ambition to streamline Elkem, as well as to enable allocation of capital to accelerate growth in the Silicon Products and Carbon Solutions divisions.

Elkem ASA (OTCPK:ELKEF) Q2 2025 Earnings Conference Call July 11, 2025 3:00 AM ET Company Participants Helge Aasen - Chief Executive Officer Morten Viga - Chief Financial Officer Odd-Geir Lyngstad - Vice President of Finance & Investor Relations Conference Call Participants Odd-Geir Lyngstad Good morning, and welcome to Elkem's second quarter results presentation. My name is Odd-Geir Lyngstad, and I'm responsible for Investor Relations in Elkem.

OSLO, Norway , May 2, 2025 /PRNewswire/ -- The shares in Elkem ASA will be traded ex dividend of NOK 0.30 as of today, 2 May 2025. This information is subject to the disclosure requirements pursuant to section 4 -3, cf.

Elkem ASA (OTCPK:ELKEF) Q1 2025 Earnings Conference Call April 30, 2025 2:00 AM ET Company Participants Odd-Geir Lyngstad - Vice President of Investor Relations Helge Aasen - Chief Executive Officer Morten Viga - Chief Financial Officer Conference Call Participants Odd-Geir Lyngstad Hello, and good morning to -- and welcome to Elkem's First Quarter Results Presentation. My name is Odd-Geir Lyngstad, and I'm responsible for Investor Relations in Elkem.

OSLO, Norway , April 30, 2025 /PRNewswire/ -- The annual general meeting of Elkem ASA was held on 30 April 2025 in Oslo. All proposals on the agenda were adopted, cf.

OSLO, Norway , April 8, 2025 /PRNewswire/ -- The annual general meeting of Elkem ASA will be held on 30 April 2025 at 09:30 (CEST) as a digital meeting on the Lumi AGM-platform (including live webcast from the meeting), and with utilisation of electronic voting for all attending shareholders. The full notice is attached, and all relevant documents can be found on www.elkem.com/investor/debt-and-share-information/annual-general-meeting/ This information is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act.

Elkem ASA (OTCPK:ELKEF) Q4 2024 Earnings Conference Call February 12, 2025 3:00 AM ET Company Participants Odd-Geir Lyngstad - Vice President of Investor Relations Helge Aasen - Chief Executive Officer Morten Viga - Chief Financial Officer Conference Call Participants Odd-Geir Lyngstad Good morning, and welcome to Elkem's Fourth Quarter Results Presentation. My name is Odd-Geir Lyngstad, I'm responsible for Investor Relations in Elkem.

OSLO, Norway , Feb. 12, 2025 /PRNewswire/ -- The board of directors of Elkem ASA has decided to propose to the Annual General Meeting an ordinary dividend for 2024 of NOK 0.30 per share. Dividend amount: NOK 0.30 per shareDeclared currency: NOKDate of approval: 30 April 2025 Last day including right: 30 April 2025 Ex-dividend date: 02 May 2025 Record date: 05 May 2025Payment date: On or about 12 May 2025 This information is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act.

Elkem's shares have dropped over 50%, but I believe there's significant upside due to the chemical recovery cycle and improved EBITDA performance. Despite its risks, Elkem's foundry business and strategic projects, like the Sicalo project, present a non-trivial upside potential. Recent improvements in EBITDA and operational efficiency, alongside CapEx reductions, indicate that Elkem is on a path to recovery.

Elkem ASA (OTCPK:ELKEF) Q3 2024 Earnings Conference Call October 24, 2024 3:00 AM ET Company Participants Odd-Geir Lyngstad - Vice President of Investor Relations Helge Aasen - Chief Executive Officer Morten Viga - Chief Financial Officer Odd-Geir Lyngstad Good morning. It's a pleasure welcoming you to Elkem's Third Quarter Results Presentation.

Elkem ASA (OTCPK:ELKEF) Q2 2024 Earnings Call Transcript July 12, 2024 3:00 AM ET Company Participants Odd-Geir Lyngstad - VP of IR Helge Aasen - CEO Morten Viga - CFO Conference Call Participants Magnus Rasmussen - SEB Odd-Geir Lyngstad Hello, and good morning. It's a pleasure welcoming you to Elkem's Second Quarter and Half Year Results Presentation.

Elkem is experiencing volatility in its results due to the Chinese recovery taking longer than expected. The company's first quarter results showed improvement in EBITDA, but weak market conditions for the Silicones division.

Elkem ASA (ELKEF) Q4 2023 Earnings Call Transcript

Elkem's stock price has dropped significantly but still has potential upside. 3Q23 was volatile for Elkem and the company's results were impacted by weakness in core areas. I do not see a potential for this to improve in the near term. Chinese recovery is taking longer than expected, affecting the market dynamics, and while the long-term thesis is a positive "BUY", the company does have short-term problems.

Elkem, a basic materials company based in Norway, has seen a significant drop in its stock price but still has potential upside. The company's positive thesis is based on a reversal of underlying markets and its strong portfolio and sales. Elkem is facing challenges in the silicone market, but its carbon solutions and silicon products are performing well.