L'Air Liquide Ord (AIQUF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning ladies and gentlemen and welcome to the AIR LIQUID first half 2025 results conference call. All participants are currently in listen mode only until we conduct a question and answer session and instructions will be given at that time. I will now hand you over to AIR LIQUID team. Please begin your meeting and I will be standing by. Good morning everyone. This is Aude Rodriguez, Head of Investor Relations. Thank you very much for attending the call today. François Jacob and Jérôme Pelleton will present the first half 2025 performance. For the Q&A session, they will be joined by Émilie-Maureen Renoir and Adam Peters, both VPs overseeing respectively EMEA and North America. Adam is on the phone with us from the U.S. In the agenda, our next announcement is on October 28th for our third quarter of the news. Let me now hand you over to François. Thank you, Aude, and good morning, everyone. It's truly my pleasure to be with you today to share the highlights of NEKIDS' very strong performance in the first half of 2025. In what continues to be a turbulent environment, we have once again demonstrated our remarkable resilience. We are staying the course, focusing on optimizing what is within our control, while consistently evaluating and adapting to the evolving external landscape. In this first semester, we delivered profitable growth and achieved major commercial successes, preparing for the future. Let's turn to slide three. The inherent strengths of our operating model and the transformation momentum supported by our teams have enabled us to deliver positive performance across all our KPIs. Remarkable achievements given the current macroeconomic and geopolitical context. Sales grew plus 2% on a comparable basis, demonstrating solid resilience and ability to cont...