Dometic Group AB (publ) (DOM) Q2 2026 Earnings Call

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WEBVTT 00:00:00.091 -- 00:00:04.552 Welcome to Dometic Q2 Report 2026. 00:00:04.572 -- 00:00:09.974 Today I am pleased to present CEO Juan Vargas, CFO Pierre Collison, 00:00:09.974 -- 00:00:13.595 and Head of Investor Relations Tobias Norby. 00:00:13.595 -- 00:00:19.057 For the first part of the call, all participants will be in listen-only mode. 00:00:19.057 -- 00:00:24.098 During the questions and answers session, participants are able to ask questions by 00:00:24.098 -- 00:00:28.349 pressing pound key 5 on their telephone keypad. 00:00:28.349 -- 00:00:32.011 Now I will hand the conference over to the speakers. 00:00:32.011 -- 00:00:34.631 Please go ahead. 00:00:39.855 -- 00:00:44.898 Hello. Good morning, everybody, and welcome to the presentation of the interim 00:00:44.898 -- 00:00:48.339 report for the second quarter of 2026. 00:00:48.980 -- 00:00:51.921 Let's move into the highlights. 00:00:53.182 -- 00:00:57.505 As most of you are aware of, the market conditions 00:00:57.505 -- 00:01:01.533 are still tough. uncertainty is still there. 00:01:01.533 -- 00:01:06.574 We have seen as a consequence of the situation in the Middle East, higher raw 00:01:06.574 -- 00:01:09.535 material prices 00:01:09.535 -- 00:01:14.796 that might be leading to inflation in the coming months, at the same time 00:01:14.796 -- 00:01:19.818 as the tariff volatility is still there. 00:01:19.818 -- 00:01:25.359 On one side, the American administration took away a number of tariffs but implemented 00:01:25.359 -- 00:01:29.620 some new tariffs as well, the so-called 2-3-3 tariffs. 00:01:30.075 -- 00:01:35.157 We see consumers still being cautious in the same way 00:01:35.157 -- 00:01:40.980 as our customers in the value chain, meaning OEMs and dealers and wholesalers. 00:01:40.980 -- 00:01:4...