Management discusses Q1 2026 results, highlighting improving demand for calcined petroleum coke and coal tar pitch driven by global aluminium smelter restarts.
Company outlines strategic focus on Carbon and Advanced Materials integration, leveraging synergies to support revenue growth and margin expansion.
CFO addresses investor concerns on debt, detailing a reduction of ~$200M since 2018 and a disciplined approach to potential refinancing of high-cost debt.
Management provides outlook on European operations, cement segment recovery, and minimal impact from forex fluctuations and West Asia geopolitical issues.