Mersen Ord (CBLNF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, welcome to Merson 2026 half-year results. The webcast will be structured in two parts. First, a presentation by the Merson management team, represented by Salvador Lamas, Group CEO, and Thomas Baumgartner, Group CFO. Afterwards, there will be a Q&A session, during which you may ask questions in two ways, by submitting a writing question in the box below the player, or by clicking the green hand button on the player to ask a question orally. I will now hand over to Salvador Lamas. Sir, please go ahead. Thank you, Nathalie. Good morning, everyone, and thank you for joining us. Before talking about the first half results, let me say how pleased I am to speak to you for the first time as CEO of Mercy. Although I officially took over the role in May, I've been part of the group since 2021 and have been closely involved in defining and implementing our current strategy. Over the past few months, I've also had the opportunity to spend a great deal of time with our teams, our customers across different markets, and of course, you, our investors. Those discussions have reinforced my conviction that Mersenne has unique strengths. Highly differentiated technologies, long-standing customer relationships, a truly global industrial footprint, and strong positions in markets that are benefiting from powerful long-term trends. At the same time, they have confirmed something equally important. The fact that our strategy is the right one. Therefore, my priority today is to continue and accelerate its execution with discipline, agility, remaining close to our customers, and ensuring that we succeed in translating these strengths into profitable growth, cash generation, and value creation. I do see opportunities to further improve our execution, additional simplifi...