Acciona Sa (ACXIF) Q2 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a041ed-0d5a-7db3-8940-731262a2e453 Created: 2026-08-27T06:34:13.792Z Duration: 4220.856 Channels: 1 00:00:00.000 -- 00:00:01.919 Good morning, ladies and gentlemen, 00:00:02.000 -- 00:00:05.120 and welcome to the first half twenty twenty 00:00:05.120 -- 00:00:08.639 six results presentation for Acciona and Acciona Nerfiya. 00:00:09.679 -- 00:00:10.559 Before 00:00:10.559 -- 00:00:12.079 turning into 00:00:12.080 -- 00:00:15.195 the numbers and specific data on the company, 00:00:15.195 -- 00:00:15.674 let 00:00:17.195 -- 00:00:19.115 me frame them within the 00:00:19.515 -- 00:00:22.075 force shaping our industry today, 00:00:22.555 -- 00:00:26.810 the infrastructure investment cycle and within it, energy, 00:00:26.970 -- 00:00:28.250 one of its greatest 00:00:28.890 -- 00:00:29.770 exponents. 00:00:30.570 -- 00:00:32.890 Infrastructure is being redefined. 00:00:33.930 -- 00:00:36.489 Beyond power and transport, 00:00:36.650 -- 00:00:38.010 it now encompasses 00:00:38.010 -- 00:00:41.290 the digital and industrial ecosystems 00:00:41.290 -- 00:00:42.785 that underpin 00:00:42.785 -- 00:00:44.305 global productivity. 00:00:45.024 -- 00:00:47.665 And it has become a matter of national 00:00:47.665 -- 00:00:48.385 and 00:00:48.625 -- 00:00:49.745 economic 00:00:49.745 -- 00:00:50.545 security. 00:00:51.585 -- 00:00:53.585 Two structural forces 00:00:53.905 -- 00:00:55.105 drive this cycle: 00:00:55.960 -- 00:00:57.960 a new era of geopolitics 00:00:57.960 -- 00:01:01.160 in which countries compete to secure their economies 00:01:02.280 -- 00:01:03.879 and their supply chains 00:01:04.040 -- 00:01:06.120 and the technological explosion, 00:01:06.280 -- 00:01:07.880 artificial intelligence, 00:01:07.880 -- 00:01...