Elmet Group (ELMT) Q2 FY26 earnings call

Elmet Group delivered a strong second quarter, marked by significant revenue and adjusted EBITDA growth, alongside a record backlog, primarily fueled by strategic tungsten sourcing and robust demand in the aerospace, defense, and government (ADG) sector. The company continues to leverage its unique position as a U.S.-based critical materials supplier, investing in capacity expansion and navigating dynamic metals markets. While IPO-related expenses impacted GAAP net income, management remains confident in long-term margin expansion and growth opportunities, particularly within ADG and industria