---
title: "Itafos releases transcript of Q2 2026 financial results, business update call"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296828974.md"
description: "Itafos reported Q2 2026 revenue of USD 144 million, a 14% increase, with adjusted EBITDA near USD 18 million. Production remained steady at Conda despite logistics issues, while Arraias lifted fertilizer output by 62%. The company amended its Rio Tinto contract to use the Tampa Index for pricing. CEO David Delaney warned that war-driven supply disruptions may pressure margins through year-end due to sulfur availability constraints."
datetime: "2026-08-24T21:04:03.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296828974.md)
  - [en](https://longbridge.com/en/news/296828974.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296828974.md)
generator: "portal-rs"
---

# Itafos releases transcript of Q2 2026 financial results, business update call

-   Itafos discussed Q2 2026 results on its quarterly update call attended by CEO David Delaney and IR director Jon Donnel. \* Revenue rose 14% to USD 144 million; adjusted EBITDA was nearly USD 18 million, implying a 12.4% margin amid higher sulfur costs. \* Conda completed its annual turnaround on time and on budget; production held steady versus last year despite industry logistics disruptions. \* Arraias lifted fertilizer output 62% year over year; sulfuric acid sales were constrained by sulfur availability during a 45-day turnaround. \* Amended Rio Tinto sulfuric acid contract switched pricing to the Tampa Index; CEO expects war-driven supply disruptions to pressure margins into year-end. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Itafos Inc. published the original content used to generate this news brief on August 24, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**