Verbio SE (VBK) Earnings Call Transcripts

Verbio SE's Latest Earnings Call - Q3 FY2026

In Q3 of fiscal year 2025/26, Verbio SE reported a significant increase in EBITDA to EUR 60.2 million, up from EUR 8.2 million in the same quarter last year, driven by strong production volumes and favorable market conditions. Revenue also rose, reflecting higher demand for greenhouse gas quotas amidst a supportive regulatory environment. Management has raised full-year EBITDA guidance to the upper end of EUR 100 million to EUR 140 million, signaling confidence in continued performance despite geopolitical uncertainties.

Reported metrics

Guidance from management

Management expects full-year EBITDA to reach the upper end of the revised guidance range of EUR 100 million to EUR 140 million, reflecting strong market conditions and operational performance.

What management said

Thanks for the question. Supply will clearly be challenged, especially for compliant and sustainable pathways. That's precisely why the quota increase is highly relevant. It creates long-term visibility which is essential for investment decision in capacity expansion and optimization. And in the near term, tighter supply conditions support demand stability and which is more important pricing. So over time, the framew...

Well, we had the one chart. When the war was started, I think it was end of -- or mid of March, the prices for especially bioethanol picked up. You can see it here. But with respect to biodiesel prices, we saw actually not bad margin but more or less average margin. So we had an additional cash influx from a higher bioethanol margin, but only for, I would say, 2 or 3 weeks.

What analysts pressed on

Analysts expressed concerns about the sustainability of high biofuel prices post-geopolitical tensions and the ability to meet future bioethanol demand as regulations increase. Questions were raised about the impact of GHG quota prices on EBITDA and the potential for demand destruction from rising biofuel costs.

Main topics on the call

• Strong EBITDA Growth — Verbio's EBITDA surged to EUR 60.2 million in Q3, a substantial increase from EUR 8.2 million year-over-year and EUR 30.1 million quarter-over-quarter. CFO Olaf Troeber noted, "the Bioethanol/Biomethane segment was the m...
• Increased Revenue from Production — The company reported increased production volumes, particularly in ethanol and biomethane, contributing to revenue growth. Troeber stated, "the increase in production came from the ramp-up of our bioethanol/biomethane pl...
• Regulatory Tailwinds — The finalization of the Renewable Energy Directive III in Germany is expected to enhance market conditions. Troeber emphasized, "the regulatory framework is now formally concluded," which is anticipated to drive demand f...
• Guidance Revision — Management revised full-year EBITDA guidance to the upper end of EUR 100 million to EUR 140 million, reflecting confidence in ongoing market strength. Troeber stated, "we are now expecting our full year EBITDA to come in...

Read the full Verbio SE transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 14 Verbio SE earnings call transcripts on record, spanning February 4, 2021 to May 13, 2026. Based on this history, Verbio SE reports semi-annually. The most recent call on file is dated May 13, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

VBK

Exchange

XTRA

Country

DE

Sector

Energy

Industry

Oil, Gas and Consumable Fuels

Calls on record

14

First call

February 4, 2021

Most recent

May 13, 2026

Reporting cadence

semi-annually