Aalberts Indus Nv Ord (AALBF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everybody. Welcome at our first half twenty twenty six results presentation. It's great to see so many of you joining today's webcast. I'm happy to introduce our CEO, Stephane Simonetta and our CFO, Frans den Hauter. Stephane will kick off the presentation with some business highlights. This will be followed by Frans, who will share an update on our financial development. Stephane will then share an update on our strategy and actions and provide an outlook for the remaining of the year 2026. After the presentation, we will give you the opportunity to engage directly with us in a Q and A session. Please note that after the presentation, both the presentation and the recording of today's webcast will be made available on our website. Please welcome Stephane to begin our presentation. Thank you, Rutger. And let me start with our key messages. In the first half of the year, we report positive organic revenue growth in our three segments and particularly in Semicon. We also report an improved EBITA margin in our three segments. And you can see the strong contribution of all the portfolio update that we have done last year with our acquisition and our divestment, which are all contributing positively to both growth and margins. And we continue to see positive end market dynamics based on our good position at Aalberts aligned with four compelling global tailwind being urbanization, technology acceleration, reshoring and decarbonization. So in a nutshell, we improved our performance, we are rebalancing our portfolio and we continue to see positive market momentum. Going into the numbers, we are reporting €1,500,000,000 revenue with an organic revenue growth of 5%. Our EBITA margin is EUR $225,000,000, equivalent to 14.4% of revenue. And another solid free cash ...