Bechtle Ag (BHTLF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you, and welcome to our Bechtle Ag Analyst Conference on the First Quarter twenty twenty six. I am delighted by your interest. Ladies and gentlemen, today, we are reporting on a strong start to the year for Bechtle Ag. We are showing top line and bottom line double digit growth rates. This is all the more remarkable given that the operating environment remains challenging. Well, with regard to the IT market, I've often said size matters and we're seeing this again very clearly now. Bechtle is one of the largest and most important VARs in Europe. Vendors work closely and trustingly with us. And this is paying off, especially in times like these when the IT market is characterized by the so called memory shortage and the supply chain bottlenecks and clear price increases. As usual, today's presentation is divided into three main sections. As usually, we start with the essential key financial highlights of the first quarter of the twenty twenty six financial year, which Christian Yire, our CFO, will present for the first time in the context of the Q1 presentations. Then latest news that is important strategic and developments beyond the figures, and I'm going to present those to you. And also the third part of the presentation, the outlook for 2026, our objectives and the overall economic development, which we expect for the next three quarters. But first, let's look at business performance. Mr. Jide, please. Thank you, Doctor. Olomowcz. The first quarter was characterized by difficult geopolitical framework conditions, amongst them the war in The Middle East and the memory shortage that Doctor. Olimoz already mentioned. On the other hand, we also saw high demand from customer groups in all segments. In many talks with our customers and vendors, we were able to fi...