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Elementis (ELM) investor relations material
Elementis Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Delivered strong first quarter performance with organic revenue up approximately 2% year-over-year, and adjusted operating profit and margins growing strongly due to self-help initiatives and positive pricing actions.
Personal Care revenue improved marginally year-over-year, with higher pricing and improved mix offsetting weaker demand in the Americas; margins were stable compared to Q1 last year.
Coatings segment achieved good organic revenue growth year-over-year, driven by higher volumes in Asia, offsetting weakness in the Americas; Energy business performed strongly with operational improvements.
Integration of Alchemy progressing as planned, with strong customer interest in its products.
Financial highlights
Organic group revenue increased by about 2% year-over-year for the quarter ended 31 March 2026.
Adjusted operating profit and margins grew strongly year-over-year.
Cash generation in the first quarter was in line with expectations.
Outlook and guidance
Full year 2026 expectations remain unchanged due to ongoing geopolitical and macroeconomic uncertainties.
Pricing actions are expected to fully offset higher input costs.
- Profit and margin growth achieved amid portfolio shift, innovation, and cost savings.ELM
H2 202527 Apr 2026 - Adjusted profit up 24%, margin at 17%, and Talc review after $66m impairment.ELM
H1 20242 Feb 2026 - Adjusted operating profit and margins improved year-over-year, with strong cash flow and strategic actions.ELM
Q4 2025 TU21 Jan 2026 - Strong 2024 growth, margin expansion, and cost savings position for 2026 targets.ELM
H2 20242 Dec 2025 - Talc business sold for $121m, enabling $50m buyback and sharper specialty focus.ELM
Investor Update21 Nov 2025 - Adjusted profit and margins up, net debt down, and $50m buyback supports strong outlook.ELM
H1 202516 Nov 2025 - Q3 revenue up 2% year-over-year, guidance maintained, and key leadership transitions announced.ELM
Trading Update29 Oct 2025 - Resilient Q3 performance, steady margins, and full-year guidance reaffirmed.ELM
Trading Update13 Jun 2025 - Profit and margin growth achieved amid weak demand; cost savings and outlook on track.ELM
Trading Update6 Jun 2025
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