HELLA GmbH & Co. KGaA (HLLGY) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello ladies and gentlemen and welcome to the Hela Investor Call on the results for the first half of fiscal year 2026. This call will be hosted by Professor Peter Laier, the CEO, and Philippe Vienney, the CFO of Hela. At this time all participants have been placed on a listen-only mode. The conference will be recorded. The floor will be open for questions following the presentation. Let me now turn the floor over to your host Peter Laier. Hello, good evening, everybody. This is Peter Laier speaking. A warm welcome to our investor call to HeLa, half year one, 2026 results. Kerstin, if you could open the presentation and we could directly go on the agenda. I appreciate. Thank you. So we have prepared for today's call in agenda where we would like to talk at first about the achievements in first half year. followed by the financial results presented by Philippe Vienney, our CFO. And then we have a special chapter on the agenda today about lighting transformation program, which we have accelerated, followed then by the outlook for the financial year 2026. At the end then we will talk about key takeaways as usual. That let me directly step into the presentation. Let's talk at first about achievements. So in regard of achievements, we have in first half year an organic sales in HeLa, which is above market. On the other side, we are working on cost measures. And I will talk about some additional measures which we have introduced in lighting in the course of the presentation. If you look to this chart you see on the left side our organic sales growth which is at constant FX year-over-year growth by 1.6% to 4.040 million euros or above 4 billion. We have in electronics recorded sales year-over-year up by 6.6% to in total 1.685 billion Euro driven by radar business specifical...