Schneider Electric Sa (SBGSF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello and good morning, everyone. Thank you for joining us for our 2026 Healthier Results presentation. I'm joined today by Olivier, our CEO, and by... Nathan, our CFO here in Paris. When it comes to the agenda, so you have the slides as usual, we will walk through the presentation first and then we'll make sure that we have ample time for your question. As always, I want to remind everyone about the disclaimer that you will find on the page number two. And with that, Olivier, I hand over to you. Thank you Antoine. Good morning to all of you and thanks for joining us. So I will go straight into the results of H1. So we've delivered in Q2 a fairly high growth at 17%. What is very important for me is our two businesses are contributing to this high growth in the second quarter. You see energy management at 18%. but also industrial automation at 11% that shows that really we are starting to be back on track and to deliver more and more to our customers by delivering really the strengths of our two businesses. So great Q2, well on track for the rest of the year. When it comes to the market itself, you can see on the left-hand side really as a reminder what is the exposure of Schneider Electric. So fairly good and balanced exposure between Schneider, Thank you very much. In semiconductor, you can see that power grid, everything which is inside infrastructure continues to be very, very solid. So to get it short, you can see that all the segments of Schneider Electric from a demand standpoint are growing with a fairly high demand everywhere. And probably the only one which continues to be subdued is really the residential market. But all in all, that confirms that both with our strategic portfolio, but also with our exposure, Thank you very much. For me, it's very, very imp...