Halma plc (HLMA) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to our half year 26 results presentation. I'm pleased to be here to present a really strong set of results for the six month period. Results which clearly demonstrate the enduring strength of our sustainable growth model and most importantly the exceptional talent and commitment of our teams across the group. And I'd like to start by thanking everyone at Halma for their individual contributions that enable us to live a consistent growth and positive impact. Carol will provide more insight into our financial performance shortly. But first, let me start with the highlights. As I say, it's great to report another set of record half-year results. And I'm really pleased to see these results underpinned by strong organic growth. And fantastic to see the strong performance across all three sectors, in addition to the premium growth of our photonics business. We've also delivered a very strong margin performance and continued high returns on capital, and this supporting further substantial investment in the significant opportunities we see for future growth. And these results put us on track to deliver our 23rd consecutive year of record profit. Delivery of this financial performance demonstrates the power of our sustainable growth model, a model which has supported strong compounding growth and returns over decades, and a model which, when combined with the opportunities we see in our markets, underpins my confidence in our continued long-term success. the strength of our model lies in the way that each of the elements are interlinked, aligned and complement each other. Together, they remain critical to the delivery of our performance, both in the short and long term, a topic which I'll come back to later in the presentation. But first, let me hand ...