OC Oerlikon Corporation AG (0QO3) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, ladies and gentlemen, and welcome to Ehrlichon's full year results presentation. I am Éric Jamin, Head of Investor Relations. I have here with me Michael Suss, our Executive Chairman, Marco Freidel, CFO, and Dirk Lindsmeyer, COO. Michael will start with a strategy update and an overview of 2025. Marco will then highlight our financials and outlook. We will end with a Q&A. With that, I would like to open our presentation and hand over to Michael. Michael, the floor is yours. Thank you. Good afternoon, ladies and gentlemen. Let me take the opportunity to get with you through a little bit to the year 25, what we have done, what we have achieved, and give us a little outlook for 26. So as announced in 2024 in February, two years ago, We have executed by February this year with the closing of the cell of Baumark along a way to become a pure play company. Pure play company means that we are a material science engineering company. We're doing PVD, CBD coatings, 3D printing, building the machines for all these procedures. and produce our own and develop our own materials this out of a widely spread out organization um internationally 37 countries we are covering with a lot of service centers so this transformation is somehow where the cell of biomark is done what's still what's still on the way is where we have started with three industries. We are now in 11 industries. We deepened our relation in industries, and we're sharpening our setup of the management team by profession and by age in the right way. We built a pretty resilient value growing from our markets. Not all our markets moving in the same direction as we will show you later on, And everything is built on a strong innovation pipeline where we have, especially in that industry where we are still re...