Metso Outotec Corp (OUKPF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, good morning everyone. This is Juha from Metsos Investor Relations and it's my pleasure to welcome you to this conference call where we review our second quarter 26 results. We'll begin with the presentation given by our CEO Sami Takaluoma and CFO Pasi Kyckling, after which we'll be taking your questions. And as a reminder, the length of this call is 60 minutes. and we will be making some forward-looking statements and that's why we have the disclaimer in the presentation deck. But with these short remarks, let's kick off and I'll be handing over to Sami. Please go ahead. Thank you, Juha. Good afternoon, good morning also from my behalf. The key message today is that the second quarter was a strong quarter for Metsa. Orders, sales, profitability all improved year on year. and our cash generation also strengthened. The strongest momentum was in minerals where customer activity remained healthy across both equipment and aftermarket. First, I will summarize the Q2 performance and the main business drivers. Then I will touch our strategy execution and market outlook. After that, CFO Pasi Kyckling will cover the financials, cash flow, balance sheet and the segments. Finally, we will then move to the Q&A. In this presentation, we will also address several topics that have been active in the sector recently, including the mining demand, aftermarket trends, aggregate development margins, and the gas conversation. Let's start with the Q2 performance. Overall, the quarter confirmed that the customer activity remains healthy, and particularly in the minerals segment. We saw strong order growth, continued aftermarket momentum, higher sales, and improved profitability. Importantly, the order growth in minerals was broad-based and driven by both equipment and after...