Caesarstone (CSTE) Q2 FY26 earnings call

Caesarstone's second quarter saw significant progress in profitability, driven by structural actions and cost savings from its optimized manufacturing footprint, despite a decline in global revenues due to competitive dynamics and soft market conditions, particularly in North America. The company is now reassessing its timeline for achieving positive adjusted EBITDA following the announcement of new U.S. tariffs on quartz products, while continuing to focus on strategic priorities and mitigating external challenges.