Heidelberg Materials Ag (HLBZF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, good afternoon, everyone listening into our Q1, sorry, Q2 call, H1 call. We're here in a room with Dominik von Achten, our CEO, Rene Aldach, CFO, and the IR team. Looking forward to your questions later on, but before we have some prepared remarks, and without losing time, over to you, Dominik. Thanks, Chris, and welcome everybody from my side, including Rene Aldach, our CFO, and Let me just go through the presentation that I think many of you have in front of you. In general, a strong quarter for us, and we are accelerating the growth, so a couple of good news to share. First of all, operational performance, 6% up on revenues and 4% up on RCO. I think that moves in the right direction. What is very important for us is to see that for more than four years, since Q1 2022, this is the first quarter with a positive volume impact. Okay, I think that's one quarter, but I think that's very important to note from our side that this is since more than four years, the first quarter with positive volume impact. We are accelerating also the unorganic growth with a couple of M&A transactions that either closed or have been done in the second quarter. So Mars Australia will try to close during this year. Ameritex in the US has been signed and closed, a very important strategic position in the fastest growing concrete pipe provider in Texas. Axancha Turkey, transaction has been closed end of June, very good strong platform for the Mediterranean both for the Turkish local market but also export hubs to Africa, US and other parts of the world. Transaction finally closed at the beginning of Q2. That's a strong market position in the prairie market in Western Canada. Very important also is what we would call the self-help. So we really continue to work on all cylinders w...