The Navigator Company, S.A. (POELF) Q2 2026 Earnings Call July 28, 2026 11:00 AM EDT
Company Participants
Ana Canha – Investor Relations Officer
Antonio Redondo – CEO & Executive Director
Jose de Araujo – CFO & Executive Director
Dorival de Almeida – Executive Director
António Soares – Head of the Supply Chain Board, Marketing Director & Executive Director
Nuno de Araújo Dos Santos – Executive Director
João Cabete Gonçalves Lé – Executive Director
Conference Call Participants
Maksym Mishyn – JB Capital Markets, Sociedad de Valores, S.A., Research Division
Cole Hathorn – Jefferies LLC, Research Division
António Seladas – A|S Independent Research
Presentation
Operator
Good afternoon. We welcome you to The Navigator Company 1 Half 2026 Results Presentation. [Operator Instructions].
I will now hand the conference over to Ana Canha. Please go ahead.
Ana Canha
Investor Relations Officer
Ladies and gentlemen, welcome to the Navigator Company’s conference call and webcast covering our second quarter and first half year results. Joining us today are Antonio Redondo, Fernando Araujo, Nuno Santos, Joao Le, Dorival de Almeida, and Antonio Quirino Soares. As usual, we will begin with a brief presentation followed by a Q&A session. The presentation is available on our website and questions may also be submitted using the webcast platform.
I will now hand over to Antonio, who will take you through the main highlights of the period.
Antonio Redondo
CEO & Executive Director
Good afternoon, and thank you for joining us. The first half of 2026 was characterized by a challenging external environment. Despite geopolitical uncertainty, cost inflation and temporary operational disruptions, Navigator continued to execute its strategy with discipline and focus. While short-term performance was affected by largely nonrecurring operational factors, the underlying performance of the business continued to improve. Pricing recovery gained momentum across our core business. Our efficiency programs delivered tangible results, and we continue to make significant progress in the execution of strategic
