Arkema S/Adr (ARKAY) Q2 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.158 Welcome to Arkema's first half 2025 results and outlook 00:00:05.158 -- 00:00:10.445 conference call. For your information, this call is being recorded. 00:00:10.445 -- 00:00:15.552 It will take place in a listen-only mode and you will have the opportunity to ask questions 00:00:15.552 -- 00:00:22.061 after the presentation by pressing star and one on your touchtone telephone. 00:00:22.061 -- 00:00:27.428 I will now hand you over to Terry Lenhoff, Chairman and Chief Executive 00:00:27.428 -- 00:00:31.491 Officer. Sir, please go ahead. 00:00:31.840 -- 00:00:34.665 Thank you very much. Good morning, everybody. 00:00:34.665 -- 00:00:40.355 Welcome to Arkema's second quarter 2025 results conference call. 00:00:40.355 -- 00:00:45.444 Joining me today are Marie-Josée D'Ancien, our CFO, and the Investor Relations 00:00:45.444 -- 00:00:50.946 team that you know well. To support this conference call, we, as 00:00:50.946 -- 00:00:54.775 usual, posted a set of slides, which are available on our website. 00:00:54.775 -- 00:00:59.746 As always, I will comment on the highlights of the quarter, and then we'll let Marie-Josée 00:00:59.746 -- 00:01:03.634 go through the financials. And at the end of the presentation, 00:01:03.634 -- 00:01:08.020 as was said before, we'll be available to answer your questions. 00:01:08.020 -- 00:01:10.223 In Q2 2025, 00:01:10.223 -- 00:01:15.470 as you know, the macroeconomic environment was challenging with an increasing 00:01:15.470 -- 00:01:18.894 wait and see attitude of customers. 00:01:18.894 -- 00:01:24.221 This was no doubt reinforced by the uncertainty and lack of visibility 00:01:24.221 -- 00:01:29.869 around trade tariffs. As a result, the weakness of the demand has 00:01:29.869 -- 00:01:32.392 persisted ...