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

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WEBVTT 00:00:01.499 -- 00:00:05.683 Good afternoon, everybody, and welcome to Hensoldt's 3M2026 00:00:05.683 -- 00:00:08.766 results call. Thank you for joining us today. 00:00:08.766 -- 00:00:13.231 I'm Tim Schmid, part of Investor Relations at Hensoldt, and with me is our CFO, Christian 00:00:13.231 -- 00:00:18.556 Ladona. Christian will guide you through this presentation today, which is always followed 00:00:18.556 -- 00:00:23.401 by a Q&A session. And with that, I hand over to you, Christian. 00:00:23.401 -- 00:00:28.146 Thank you very much, Tim. And a very warm welcome to all our investors and analysts following 00:00:28.146 -- 00:00:32.110 Hensoldt. It's great to have you with us today. 00:00:32.110 -- 00:00:37.999 So let me start with a quick update on execution against our strategy. 00:00:37.999 -- 00:00:43.987 Across our four strategic priorities, the pace of progress has genuinely picked up. 00:00:43.987 -- 00:00:46.671 Within deliberate scale, two things stand out. 00:00:46.671 -- 00:00:51.699 First, the order of 900,000 gallon nitrate semiconductors secured in the supply 00:00:51.699 -- 00:00:56.303 chain backbone for radar capacity through 2030. 00:00:56.486 -- 00:01:00.730 Second, the ability to print expansion by automotive suppliers. 00:01:00.730 -- 00:01:06.036 we are industrializing our footprint model deliberately ahead of the volumes we 00:01:06.036 -- 00:01:08.036 anticipate. 00:01:08.258 -- 00:01:12.222 In the area of Pioneer Software-Defined Defense, we are moving from frameworks that then 00:01:12.222 -- 00:01:15.365 we use into concrete operational programs. 00:01:15.365 -- 00:01:20.070 This applies both to our cooperation with Schwarz Digits, where we will demonstrate our 00:01:20.070 -- 00:01:24.695 sovereign defense cloud at ELA in Berlin...