Oesterreichische Post Ag (OERCF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, thank you for standing by. Welcome to today's earnings call of Austrian's Post's full year 2025 results. I am Ingmar, your operator for today, and 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. 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 of Austrian Post. Today we would like to discuss the full year, the Q4, and also recent trends of the company. Here with me in the room is Walter Oblin, our CEO, and our CFO, Barbara Bottisk-Eidensteiner. I would like to directly hand over to Walter for the presentation. So please go on. Good afternoon, ladies and gentlemen. It's a pleasure to have the opportunity to present to you our full year results for 2025. As a summary up front, the environment has been challenging, continues to be challenging, But we can show today. I think quite solid results for the full year That prove our resilience and stability Let me start on page two Highlighting the context in which we operate overall the longest recession in the longest postwar recession in Europe is Most likely coming to an end until two weeks ago the forecasts on inflation and GDP are were relatively positive. In the meantime, we've seen the Iran war change a number of things and uncertainty has come back. Given all this, there are still two dominant drivers of transformation within the postal industry. Number one, the continued decline of letter mail and direct mail coming from the digitization...