Acerinox Sa (ACRXF) Q2 2026 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Acerinox Sa.

Watch the replay

Replay transcript excerpt

WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a04249-fe4b-7b53-b06d-6292b3cd4afb Created: 2026-08-27T08:15:44.644Z Duration: 3971.187 Channels: 1 00:00:00.560 -- 00:00:03.760 Good morning, everyone, and welcome to the Acerinox 00:00:03.760 -- 00:00:05.840 Second Quarter Results Presentation. 00:00:06.720 -- 00:00:08.880 This quarter has been a very positive quarter 00:00:08.880 -- 00:00:12.559 for the group despite the continuing geopolitical uncertainties 00:00:12.559 -- 00:00:13.840 and regional conflicts. 00:00:15.014 -- 00:00:18.215 With an 85% quarter on quarter EBITDA increase, 00:00:18.375 -- 00:00:20.455 the strength of the stainless steel division in 00:00:20.455 -- 00:00:22.695 The U. S. Has again proved to be 00:00:22.695 -- 00:00:24.535 the driver of our solid results. 00:00:25.414 -- 00:00:27.895 It is noteworthy to mention the strong order 00:00:27.895 -- 00:00:30.134 book in the aerospace and defense sectors 00:00:30.390 -- 00:00:32.790 as well as the recovery of Acerinox Europa 00:00:32.790 -- 00:00:34.470 within the European market. 00:00:35.510 -- 00:00:37.829 The new print measures have started the July 00:00:37.829 -- 00:00:39.590 1, and we are optimistic 00:00:39.750 -- 00:00:42.150 with regard to the future of the European 00:00:42.150 -- 00:00:43.110 steel industry. 00:00:43.945 -- 00:00:46.184 For this presentation, we will hear from our 00:00:46.184 -- 00:00:49.784 CEO, Bernardo Brasquez our Chief Corporate Officer, Miguel 00:00:49.784 -- 00:00:52.824 Fernandez and our CFO, Esterica Mosso. 00:00:53.065 -- 00:00:55.065 Before we start with the presentation, 00:00:55.225 -- 00:00:57.385 let me remind you that this conference call 00:00:57.385 -- 00:01:00.910 is being broadcast on our website, acerinox.com. 00:01:01.230 -- 00:01:0...