Montana Aerospace AG (0AAI) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, welcome to the Montana Aerospace H1 twenty twenty six Conference. I'm Moritz, your Chorus Call operator. I would like to remind you that all participants will be in a listen only mode and the conference is being recorded. The presentation will be followed by a question and answer session. At this time, it's my pleasure to hand over to Patrick Maurer. Please go ahead, sir. Welcome everyone to the half year one twenty twenty six earnings call of Montana Aerospace. Quarter two and therefore the first half of the 2026 represent another chapter in Montana Aerospace strong track record revenue and results growth. As said, my name is Patrick Mahover, CFO of Montana Aerospace. And today, I'm joined by Vicky Valrad, our CHRO, and as always, Mark Wesserby in investor relations. In today's call, we will take you through the key developments of the first six months, our financial performance, the balance sheet and cash flow development, as well as going a bit deeper into selected strategic growth areas, giving some further insight into capital allocation priorities, and finally, have an outlook for the remainder of '26 and 2027. But before we go into the numbers, I want to bring us all back on the same page why we, in Montana Aerospace, achieved industry leading performance in the aerospace industry. Over the past years, we have sharpened our portfolio significantly. This started with the divestment of the e mobility segment in '24 and energy in '25. And we now have a clear profile that allows for better comparability and through the proceeds of this divestments also strengthened financial resilience. Our ambition from the beginning was to build an aerospace platform that is different from the traditional fragmented model that we typically see in the indust...