Acerinox Sa (ACRXF) Q2 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:04.980 Good morning everyone and welcome to our second quarter 2025 00:00:04.980 -- 00:00:07.381 results presentation. 00:00:07.525 -- 00:00:12.695 The call will be hosted today by Bernardo Velazquez, our CEO, together 00:00:12.695 -- 00:00:18.846 with Miguel Ferrandez, CCO, and Esther Camoz, CFO of the group. 00:00:18.846 -- 00:00:24.162 As you all know, this has been a challenging second quarter and first half of the year. 00:00:24.162 -- 00:00:29.691 marked by significant geopolitical uncertainties, regional conflicts, and of course, 00:00:29.691 -- 00:00:36.619 the tariff war. With no doubt, all of this has impacted the global landscape. 00:00:36.663 -- 00:00:41.090 During this call, we look forward to discussing the progress we have made in navigating 00:00:41.090 -- 00:00:43.874 this complex situation. 00:00:43.874 -- 00:00:49.043 But before getting started, let me remind you that this conference call is being broadcast 00:00:49.043 -- 00:00:51.702 on our website at erinox.com. 00:00:51.702 -- 00:00:56.228 where you can also find the financial statements and the management report for the first 00:00:56.228 -- 00:01:00.654 half of the year. With that, I now give the floor to our CEO. 00:01:00.654 -- 00:01:03.417 Bernardo, please go ahead. 00:01:03.417 -- 00:01:05.420 Thank you, Carlos. 00:01:05.420 -- 00:01:09.105 Good morning, everyone, and thank you for attending this presentation, and thank you, 00:01:09.105 -- 00:01:11.668 Carlos, for the interaction. 00:01:11.668 -- 00:01:16.294 It is really been an uncertain year. 00:01:16.294 -- 00:01:21.655 We expected a recovery for 2025. Remember, after two consecutive years, 00:01:21.655 -- 00:01:26.981 with the PMI below 50 in the United States, we expected the situation to improve, and 0...