Nemetschek Se Unsp/Adr (NEMKY) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, ladies and gentlemen, and welcome to the Nemetschek SE earnings call for the half-year financial report. At this time, all participants have been placed on listen-only mode. The floor will be open for questions following the presentation. Let me now turn you over to Stefanie Zimmermann. Thank you, and hello, everyone, and a big welcome. Thanks for joining our earnings call today to discuss results for the second quarter and the first half of it. With me today are our CEO Yves Patrine and our CFO Louise Oeferström. Today's conference call is being recorded. A replay of the call will be available at our website after the call. Additionally, you will find the quarterly report, the presentation and press release on our investor relations website as well. But now let's get started. So I would like to turn over our CEO Yves. Thank you, Stephanie. Welcome, everyone, to our Q2 NH1 2025 earnings call. You have probably all seen our pre-release last Thursday with the main headlines of our Q2 results and our increased revenue guidance for the financial year 2025. Therefore, I have prepared a short slide deck containing additional information that our Chief Financial Officer, Louise Overstrom, and I would like to briefly walk you through so that we have sufficient time for your questions afterwards. To begin with, on page number three, please find some highlights of the most important aspects of the second quarter, as well as the first half of 2025. Looking at our operational performance, I will summarize our second quarter as a continuation of the very successful start of the year we had in Q1, with an ongoing very high currency adjusted revenue growth of plus 30.5%. Main contributor, these very strong developments were our two largest segments, design and build...