Patrick Hummel
Analyst, UBS
Replay available
Bayerische Motoren Werke Aktiengesellschaft (BAMXF) Q2 2025 Earnings Call
Bayerische Motoren Werke Aktiengesellschaft (OTC: BAMXF) Q2 2025 earnings conference call, held 2025-07-31. Replay captured from the company's public earnings webcast.
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Featured presenters
Tim Rakosa
Analyst, Deutsche Bank
Walter Merkel
CFO, BMW Group
Oliver Zipse
Chairman of the Board of Management (CEO), BMW Group
Stephen Reitman
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Michael Punzer
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Adrian Januszczyk
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Sam Perry
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Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Bayerische Motoren Werke Ag.
Replay transcript excerpt
WEBVTT 00:00:01.364 -- 00:00:04.309 Welcome back to our quarterly earnings call. 00:00:04.309 -- 00:00:08.375 Oliver Zipse and Walter Merkel are also back in the room with me. 00:00:08.375 -- 00:00:12.060 The line will be open shortly for your questions. 00:00:12.060 -- 00:00:16.247 The operator will first give you some technical instructions. 00:00:16.247 -- 00:00:18.247 Please. 00:00:19.111 -- 00:00:23.858 Ladies and gentlemen, we will now begin our Q&A session. 00:00:23.858 -- 00:00:29.087 If you have a question, we ask that you please use the raise hand function at the bottom 00:00:29.087 -- 00:00:34.116 of your Zoom screen, or if you have dialled in, please press star 9 00:00:34.116 -- 00:00:39.873 to enter the queue. Once your name has been announced, you can ask the question. 00:00:39.873 -- 00:00:44.963 If you want to withdraw your question, please lower your hand using the raise hand 00:00:44.963 -- 00:00:50.374 function in the Zoom app or via telephone, press star 9. 00:00:50.374 -- 00:00:54.061 Thank you and please stay tuned for our first question. 00:00:54.061 -- 00:00:55.945 Our 00:00:55.945 -- 00:01:00.674 first question comes from Patrick Hummel at UBS. 00:01:00.674 -- 00:01:03.636 Please unmute your line. 00:01:04.477 -- 00:01:09.110 Yeah, good morning, everybody. Thanks for taking my questions. 00:01:09.110 -- 00:01:13.704 Two questions for Walter, please, and Oliver, no offense, but we just met in Munich for 00:01:13.704 -- 00:01:18.685 the strategic questions, so I'll focus on two financial ones, if you don't mind. 00:01:18.685 -- 00:01:22.852 First, regarding the tariff impact, thanks for the quantification. 00:01:22.852 -- 00:01:24.275 I 00:01:24.275 -- 00:01:28.018 think the 200 00:01:28.422 -- 00:01:31.687 basis points in the second quarter im...