Safran Sa Ord (SAFRF) Q2 2025 Earnings Call

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WEBVTT 00:00:00.166 -- 00:00:04.710 Welcome to the SAFRAN half-year 2025 results. 00:00:04.710 -- 00:00:10.096 At this time, I would like to turn the conference over to your hosts, Olivier Andries, 00:00:10.096 -- 00:00:15.200 SAFRAN's CEO, and Pascal Bontenis, Group CFO. 00:00:15.200 -- 00:00:18.542 Mr. Andries, please go ahead. 00:00:19.024 -- 00:00:24.069 Good morning, everyone, and thank you for joining us for SAFRAN's 00:00:24.069 -- 00:00:29.538 first half 2025 results call. I will go through the presentation 00:00:29.538 -- 00:00:32.281 together with Pascal. 00:00:32.281 -- 00:00:38.366 First of all, we are pretty excited with the current trends in our markets. 00:00:38.366 -- 00:00:44.931 Those of you who attended the Paris Airshow were able to witness the renewed dynamism 00:00:44.931 -- 00:00:48.574 of our commercial and defense customers 00:00:48.574 -- 00:00:52.476 and their appetite for our new technologies. 00:00:52.558 -- 00:00:58.520 At the same time, NATO members have agreed on planned increase in defense spending. 00:00:58.520 -- 00:01:04.526 which will translate ultimately into new market opportunities for Safran. 00:01:05.010 -- 00:01:10.259 We are also pleased to report some improvements in the supply chain for the first 00:01:10.259 -- 00:01:13.581 time in a long time. 00:01:13.644 -- 00:01:19.293 We welcome the progress made on a transatlantic agreement to remove tariffs 00:01:19.293 -- 00:01:24.822 on aerospace products, which is a positive step for the industry. 00:01:24.822 -- 00:01:30.323 In parallel, we continue to implement targeted mitigation measures 00:01:30.323 -- 00:01:34.109 to manage any potential impact. 00:01:34.109 -- 00:01:40.618 Once again, Safran delivered a record performance this semester 00:01:40.618 -- 00:01:43.021 with d...