Accsys Technologies — Solid volume growth in first five months of FY26
24/09/2025
In a trading update ahead of today’s AGM, Accsys communicated its revenue and volume trends in the first five months of FY26. Total combined volumes for the Arnhem and Tennessee plants increased by a solid 28% y-o-y, despite continued challenging markets. Accoya USA is ramping up well, with 55% y-o-y volume growth in North America. Accsys will continue to expand its distribution network in the US and recently added its first Mexican Accoya distributor. It also mentioned continued strong demand for Accoya Color. Revenue and volume trends were in line with our estimates for the full year and, based on unchanged estimates, our discounted cash flow model points to a value of €1.15/share.
Accsys Technologies – executive interview
15/07/2025
In one of Edison’s new video formats, the Investor Hot Seat, Dr Jelena Arsic van Os, CEO of Accsys Technologies, answers a selection of questions from our audience. She discusses the company’s new Accoya plant in the US and comments on the growth prospects of Accoya Color, with its production facility in Barry, Wales. She highlights further efficiency improvements at the Arnhem plant in the Netherlands and outlines Accsys Technologies’ financial ambitions and strategic targets. Accsys Technologies is a sustainable building materials supplier. Its proprietary technology and processes are based on the acetylation of solid wood, enhancing its properties to make high-performance and sustainable building products.
Accsys Technologies — Strong margin improvement expected
30/06/2025
Accsys is on track in executing its Focus strategy, which it set out at its investor day in January 2025. Phase 1 of 3 is already yielding results, with a lean and mean organisation focused on accelerating volume growth and significantly improving adjusted EBITDA margins. The FY25 results were slightly better than we had expected, and the company had a good start to FY26. We have made small adjustments to our estimates but due to the roll-over of our discounted cash flow model by one year, the potential value per share is now €1.15 (up from €1.00).