Oesterreichische Post Ag (OERCF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, thank you for standing by. Welcome to today's earnings call of Austrian Post for the results of the first half of 2026. I am Ingmar, your operator for today, and I would like to remind you that all participants will be in the listen-only mode and the conference is being recorded. The presentation will be followed by a question and answer session And if you would like to ask a question, you may click on the Raise Your Hand button. We are looking forward to the presentation. And with this, I hand over to the Head of Investor Relations, Harald Hagenauer. Good afternoon, ladies and gentlemen. Welcome to this conference call. Today, we would like to discuss the half-year results of Austrian Post. Here with me in the room is our CEO, Walter Oblin, and our CFO, Barbara Fortis-Geibensteiner. and I'd like to directly want to hand over to you, Walter. Please go on, sir. Thank you, Harald. Good afternoon, ladies and gentlemen. It's a pleasure to have the opportunity to present to you our results for the first half of 2026. As a summary up front, I think we are able to show solid results in a challenging environment. Let me start on page two, providing an overview of both our challenges but also of our opportunities and the key figures of our first six months. We see a lot of headwinds in the market, digitalization in Austria leading to an accelerated net domain decline. On the parcel side, a quite competitive market, in particular in Eastern Europe and Turkey. And for the second half year, a variety of taxes and duties will be imposed on parcels both from an EU as well as on a national level. On the other hand, we see big opportunities. E-commerce remains a growth market. And as I will explain to you during this presentation, there is a lot of strong momen...