Hensoldt Ag Unsp/Adr (HAGHY) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, welcome to the Hensoldt AG H1 Results 2026 Analyst Conference Call. I'm Sergen, the Chorus Call Operator. I would like to remind you that all participants will be in listen-only mode and the conference being recorded. The presentation will be followed by a Q&A session. You can register for questions at any time by pressing star and 1 on your telephone. For operator assistance, please press star and 0. The conference must not be recorded for publication or broadcast. At this time, it's my pleasure to hand over to Nicole Schillinger, Head of Investor Relations. Please go ahead. Good afternoon and welcome, everyone. Thank you for joining us for our HO1 2026 Bernie's Call. My name is Nicole Schillinger, and I took over as Head of Investor Relations on the 1st of July. I am delighted to have joined such a strong IR team and I'm very pleased to be hosting my first earnings call with you. Joining me on the call are our CEO, Oliver Dorre and our CFO, Christian Ladurner. They will take you through today's presentation and provide an update on our business performance, strategic priorities and financial development. We will then move into the Q&A session at the end of the call. With that, I hand over to you, Oliver. Thank you very much, Nicole, and a warm welcome to all of our investors and analysts. It's a real pleasure to have you with us today. There are moments when geopolitical decisions translate directly into industrial reality. The NATO summit in Ankara was one of them. The five themes on this slide map onto our business. So let me take them in turn. First, the financial commitment. They confirm a multi-year investment cycle across all our core markets and give us a long-term demand visibility that supports the capacity investments we are already ...