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Titan America SA (TTAM) Q4 2025 Earnings Call Transcript

Seeking Alpha

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⚡ Quantum Brief

Titan America reported Q4 2025 earnings on March 17, 2026, with CEO Vassilios Zarkalis and CFO Lawrence Wilt leading the call, highlighting full-year financial performance and strategic updates. The company emphasized non-IFRS financial metrics, providing reconciliations in its press release and slides, signaling a focus on adjusted profitability amid regulatory scrutiny. Forward-looking statements dominated discussions, with executives cautioning investors about potential risks, including market volatility and operational challenges affecting future results. Analysts from Citigroup, Jefferies, Bernstein, and Stifel participated, probing growth strategies and cost management, reflecting strong institutional interest in Titan’s trajectory. A recorded replay and detailed results were made available on the company’s investor relations website, ensuring transparency for stakeholders post-earnings.

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SA Transcripts159.01K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Titan America SA (TTAM) Q4 2025 Earnings Call March 17, 2026 5:00 PM EDT Company Participants Daniel ScottVassilios Zarkalis - President, CEO & DirectorLawrence Wilt - Chief Financial Officer Conference Call Participants Asher Sohnen - Citigroup Inc., Research DivisionJesse Barone - Jefferies LLC, Research DivisionCharles Albert Dillard - Bernstein Institutional Services LLC, Research DivisionBrian Brophy - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Greetings. Welcome to Titan America's Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded. I will now turn the conference over to Daniel Scott of Investor Relations. Thank you, and you may begin.

Daniel Scott Thank you, operator, and good afternoon to everyone on the line. Thank you for joining us for Titan America's Fourth Quarter and Full Year 2025 Conference Call. I am joined by Bill Zarkalis, President and Chief Executive Officer of Titan America; and Larry Will, Chief Financial Officer. Before we begin, I would like to remind you that earlier this afternoon, we released Titan America's fourth quarter and full year 2025 results, which are available on our website at ir.titanamerica.com, along with today's accompanying slide presentation. This call is being recorded, and a replay will be made available on our Investor Relations website. During the call, we will present both IFRS and non-IFRS financial measures. The most directly comparable IFRS measures and reconciliations for non-IFRS measures are available in today's press release and accompanying slides. Certain statements on today's call may be deemed to be forward-looking statements. Such statements can be identified by terms such as expect, believe, intend, anticipate and may, among others, or by the use of the future tense. You should not place undue reliance on forward-looking statements. Actual results may differ materially from these forward-looking statements, and we do

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