Kendrion N.V. (0G68) Q2 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a03f1b-4624-7271-a54c-11c4459a1340 Created: 2026-08-26T17:25:50.471Z Duration: 2961 Channels: 1 00:00:00.000 -- 00:00:02.560 Morning, everybody here in the Novotel and on 00:00:02.560 -- 00:00:05.359 the webcast, and welcome to Kendrion's Q2 and 00:00:05.359 -- 00:00:08.799 First Half Year twenty twenty six Results Presentation. 00:00:09.120 -- 00:00:11.519 My name is Joob van Buerde, Kendrion's CEO, 00:00:11.519 -- 00:00:13.519 and with me here is Jeroen Heemer, our 00:00:13.519 -- 00:00:13.920 CFO. 00:00:14.985 -- 00:00:16.664 First, this morning's agenda. 00:00:18.025 -- 00:00:20.185 I will start by summarizing the key highlights 00:00:20.185 -- 00:00:21.945 of the first half of twenty twenty six 00:00:21.945 -- 00:00:24.505 and the strategic position of Kendrion 00:00:24.505 -- 00:00:26.665 after our move away from automotive as an 00:00:26.665 -- 00:00:29.224 industrial motion control specialist. 00:00:29.960 -- 00:00:31.480 I will then give you an update of 00:00:31.480 -- 00:00:33.480 the progress we have made operationally 00:00:33.480 -- 00:00:35.160 over the past half year. 00:00:35.880 -- 00:00:38.520 Jeroen will review our Q2 and first half 00:00:38.520 -- 00:00:40.120 twenty twenty six results. 00:00:40.920 -- 00:00:43.320 Next, I will discuss the outlook for 2026, 00:00:43.685 -- 00:00:45.204 look at our 2027 00:00:45.204 -- 00:00:46.565 financial targets, 00:00:46.725 -- 00:00:49.684 preview our Capital Markets Day planned for the 00:00:49.684 -- 00:00:52.885 September 17 and go to Q and A. 00:00:53.845 -- 00:00:56.485 Before discussing the strategic repositioning, 00:00:56.485 -- 00:00:58.245 I would like to draw your attention to 00:00:58.245 -- 00:00:58.805 the following. 00:01:00.289 -- 0...