Hensoldt Ag Unsp/Adr (HAGHY) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, everybody, and welcome to Hensoldt's 3M2026 results call. Thank you for joining us today. I'm Tim Schmid, part of Investor Relations at Hensoldt, and with me is our CFO, Christian Ladona. Christian will guide you through this presentation today, which is always followed by a Q&A session. And with that, I hand over to you, Christian. Thank you very much, Tim. And a very warm welcome to all our investors and analysts following Hensoldt. It's great to have you with us today. So let me start with a quick update on execution against our strategy. Across our four strategic priorities, the pace of progress has genuinely picked up. Within deliberate scale, two things stand out. First, the order of 900,000 gallon nitrate semiconductors secured in the supply chain backbone for radar capacity through 2030. Second, the ability to print expansion by automotive suppliers. we are industrializing our footprint model deliberately ahead of the volumes we anticipate. In the area of Pioneer Software-Defined Defense, we are moving from frameworks that then we use into concrete operational programs. This applies both to our cooperation with Schwarz Digits, where we will demonstrate our sovereign defense cloud at ELA in Berlin, and to our cooperation with Helsing, which is now moving into execution with multiple German projects currently under negotiation. Our Ukraine Innovation Hub shows what growth focus means in practice. It combines accelerated development cycles in a way no lab setting can replicate. With rapid industrial execution, a model that reflects exactly how we need to operate in a faster, more contested world. And to lead our team into the future, Inga Tiefs joined as our new CHO on May 1st. With her background in scaling organizations and workforce transforma...