Carmila Sas (CRMIF) Q2 2026 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.112 Welcome to the Carmilla first half 2026 results presentation. 00:00:04.112 -- 00:00:08.613 For the first part of the conference call, the participants will be in listen-only mode. 00:00:08.613 -- 00:00:13.674 During the questions and answers session, participants are able to ask questions by dialing 00:00:13.674 -- 00:00:19.235 pound key 5 on their telephone keypad. Now I will hand the conference over to the speakers, 00:00:19.235 -- 00:00:24.817 Marie Cheval, Chair and CEO, Sebastien Vanhoove, Deputy CEO, and Pierre-Yves Thirion, 00:00:24.817 -- 00:00:28.337 CFO. Please go ahead. 00:00:29.697 -- 00:00:35.758 Good morning everyone and welcome to our first half results presentation. 00:00:35.758 -- 00:00:41.139 Operational performance this semester continues to be very strong both in terms of growth 00:00:41.139 -- 00:00:43.140 and profitability. 00:00:43.140 -- 00:00:48.261 As a consequence, we are in a position to upgrade the full year guidance and report 00:00:48.261 -- 00:00:51.941 an increase in the value of our portfolio. 00:00:52.122 -- 00:00:54.762 Today I will start with the key takeaways. 00:00:54.762 -- 00:00:59.689 Sebastien will deep dive into our free growth engines and Pierre-Yves will take you through 00:00:59.689 -- 00:01:01.390 the financials. 00:01:01.390 -- 00:01:04.531 Let me begin with the key messages. 00:01:04.672 -- 00:01:09.795 This was a very strong first half. But I want to be clear, it is 00:01:09.795 -- 00:01:14.918 not a one-off. It is a continuation of a track record we have built year 00:01:14.918 -- 00:01:20.041 after year. And behind is the same engine, our ability to 00:01:20.041 -- 00:01:22.623 transform our assets. 00:01:22.623 -- 00:01:27.946 First, we are upgrading our 26 guidance on the back ...