Befesa S.A. (0RVK) Q2 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a04226-6ecb-76f2-9489-d0ae32b745c2 Created: 2026-08-27T07:36:52.031Z Duration: 2719.582 Channels: 1 00:00:00.000 -- 00:00:02.240 Good morning, and welcome to the first half 00:00:02.240 -- 00:00:04.560 of twenty twenty six results conference call of 00:00:04.560 -- 00:00:05.360 Befesa. 00:00:05.600 -- 00:00:08.000 I am Rafael Perez, CFO of Befesa. And 00:00:08.000 -- 00:00:10.160 this morning, I'm joined by our group CEO, 00:00:10.160 -- 00:00:11.599 Assier Saravanandia. 00:00:12.080 -- 00:00:14.160 Assier will start with an executive summary of 00:00:14.160 -- 00:00:16.215 the period, and then he will cover the 00:00:16.215 -- 00:00:18.295 business highlights of the steel dust as well 00:00:18.295 -- 00:00:20.775 as aluminum salt slag recycling businesses. 00:00:21.414 -- 00:00:23.575 I will then review the first half financials 00:00:23.575 -- 00:00:26.134 by business and cover the evolution of commodity 00:00:26.134 -- 00:00:26.774 prices, 00:00:27.015 -- 00:00:29.860 hedging program and finally, cash flow, net debt 00:00:29.860 -- 00:00:31.780 leverage and capital allocation. 00:00:32.500 -- 00:00:35.860 Assier will close the presentation providing an update 00:00:35.940 -- 00:00:38.660 of the outlook for the rest of 2026 00:00:38.739 -- 00:00:40.580 and an update of our growth plan. 00:00:41.245 -- 00:00:42.045 Finally, 00:00:42.125 -- 00:00:43.405 we will open the line for the Q 00:00:43.405 -- 00:00:44.285 and A session. 00:00:44.925 -- 00:00:47.085 Before getting started, let me remind you that 00:00:47.085 -- 00:00:49.725 this conference call is being webcast live. 00:00:50.445 -- 00:00:52.605 You can find the link to this webcast 00:00:52.605 -- 00:00:53.325 on our website. 00:00:54.780 -- 00:00:5...