Proactive - Interviews for investors

Accsys Technologies CEO on FY25 performance, US tariffs and three-phase growth strategy

Episode Summary

Accsys Technologies Plc (LSE:AXS, AEX:AXS, OTC:ACSYF) CEO Dr Jelena Arsic van Os takes Proactive's Stephen Gunnion through the company's strong trading update and strategic focus for sustainable growth. Accsys is positioning itself as a key enabler in the transition to sustainable building solutions. In this interview, Arsic van Os discusses how the company is scaling its operations, growing demand for its high-performance Accoya and Tricoya products, and how its patented acetylation technology is creating a competitive edge in the global construction materials sector. The company expects full-year results to align with the previously upgraded market consensus, backed by strong product demand. Accoya sales volumes grew by 13% year-on-year, with a 16% increase in North America—one of its key strategic markets. "We are experiencing strong product demand against a challenging market backdrop," said Arsic van Os, highlighting the company’s progress. She elaborates on the company’s three-phase strategy. The current phase, “transform and improve,” focuses on driving profitable growth, cost control, and debt reduction through FY27. Accsys is leveraging its unique global manufacturing footprint, more than 300 patents, and market-recognised brands to build strong fundamentals. Addressing questions about US tariffs, she confirmed that exemptions are currently in place for both finished and raw materials, ensuring continued operations at its new US plant. Looking ahead, the company sees continued demand growth and is preparing for its next strategic phase, focusing on scaling operations and exploring global expansion from FY30 onwards. Arsic van Os concluded, “We are enabling a global shift towards sustainable building,” underlining the company’s broader mission to lead transformation in the multi-billion euro construction materials industry. Visit Proactive's YouTube channel for more interviews like this. Don’t forget to like, subscribe, and turn on notifications to stay up to date. #AccsysTechnologies #Accoya #SustainableBuilding #ConstructionMaterials #Tricoya #GreenConstruction #WoodInnovation #CEOInterview #BuildingSustainably #InvestorUpdate #EarningsOutlook #ProactiveInvestors