Outokumpu Oyj New (OUTFF) Q2 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Outokumpu Oyj.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.238 Good afternoon. Welcome to Outokumpu's second quarter 2025 result 00:00:05.238 -- 00:00:06.980 webcast. 00:00:06.980 -- 00:00:12.928 My name is Ulla Paajanen, and I'm currently in charge of Outokumpu's investor relations. 00:00:12.928 -- 00:00:18.054 With me today are our speakers, CEO Kati Terhorst and CFO 00:00:18.054 -- 00:00:21.136 Mark Simon Schaar. 00:00:21.238 -- 00:00:26.345 Kati will tell us about the highlights of the quarter, our strategy development and 00:00:26.345 -- 00:00:28.077 the outlook. 00:00:28.077 -- 00:00:33.822 Mark Zeman will concentrate on financials and business areas. 00:00:33.905 -- 00:00:37.187 Before handing it over to Kati, 00:00:37.349 -- 00:00:42.536 please let me remind you about our disclaimer, since we might make forward-looking statements 00:00:42.536 -- 00:00:44.880 during the presentation. 00:00:44.880 -- 00:00:46.722 Please, Kati, the floor is yours. 00:00:46.722 -- 00:00:51.899 Thank you, Ulla. So hello everyone and welcome also from my behalf on 00:00:51.899 -- 00:00:57.230 our Q2 results call. Before I go forward and 00:00:57.230 -- 00:01:02.260 dive into the result of the Q2, I would like to give a couple 00:01:02.260 -- 00:01:07.530 of comments on the current trade environment and how it impacts 00:01:07.530 -- 00:01:09.530 Autokumpu. 00:01:09.539 -- 00:01:14.627 So if we start with the US-EU trade agreement on 00:01:14.627 -- 00:01:18.293 stainless steel, and what does it actually really mean for us? 00:01:18.293 -- 00:01:24.041 So first of all, I would like to start by saying that if you look at our European deliveries, 00:01:24.041 -- 00:01:29.069 only about 2% of our European deliveries have traditionally been exported 00:01:29.069 -- 00:01:34.257 to the US. So from that perspective...