HEXPOL AB (publ) (HPOL_B) Q2 2026 Earnings Call

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.844 -- 00:00:05.847 Welcome to the HEXPOL Q2 presentation. During the questions and answers session, 00:00:05.847 -- 00:00:11.671 participants are able to ask questions by dialing pound key 5 on their telephone keypad. 00:00:11.671 -- 00:00:16.473 Now I will hand the conference over to the Deputy CEO and CFO, Peter Rawson. 00:00:16.473 -- 00:00:18.934 Please go ahead. 00:00:19.335 -- 00:00:25.278 Thank you, everyone, and thank you for listening to our Q2 presentation. 00:00:25.699 -- 00:00:30.301 For today, I'll take you through the overall business performance. 00:00:31.333 -- 00:00:33.333 I'll 00:00:34.076 -- 00:00:36.319 take you through the financials, 00:00:36.319 -- 00:00:41.445 and then we summarize and wrap up with a Q&A session. 00:00:41.445 -- 00:00:44.966 But let's start on group level. 00:00:44.989 -- 00:00:51.394 As you've seen, it's a quarter where we deliver strong organic sales growth. 00:00:51.790 -- 00:00:57.053 But when we look at the overall picture of the markets where we operate, there is not 00:00:57.053 -- 00:01:00.574 much change since the beginning of the year. 00:01:00.574 -- 00:01:05.377 Generally speaking, we still see fairly high levels of uncertainty and a wait-and-see 00:01:05.377 -- 00:01:06.918 mentality 00:01:06.918 -- 00:01:10.419 with a lot of customers and in the markets. 00:01:10.419 -- 00:01:15.542 From a geographical point of view, it's also similar to the beginning of the year with 00:01:15.542 -- 00:01:20.583 higher uncertainty in North America compared to Europe that is somewhat 00:01:20.583 -- 00:01:24.424 more stable compared to last year. 00:01:24.705 -- 00:01:29.807 The uncertainty that we felt in the beginning of the year has, to a certain extent, intensified 00:01:29.807 -- 00:01:35.209 during the seco...