Séché Environnement S.A. (0OG6) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good evening. Welcome to the Séchelles Environnement call. During the first part of the call, the microphones will be muted. At the end of the call, you can put your questions via the webcast by clicking on the button or by phone, hashtag five on your telephone keypad. Over now to Baptiste Jeannot and Manuel Anderson to start the call. Let me tell you, there's also a call in French. If you're listening to the English and you want the French version, just click on the link under the video. Over to yous. Thank you. Good evening to you all. Thank you for joining us for this call. Sorry for the slight delay owing to some technical issues on Teams. So we're going to present together with Emmanuel the consolidated results of Cichéen Environnement for H1 2025. and then we'll discuss the outlook for 2025 and beyond. So, to begin the highlights, next slide please. So, H1 highlights overall the group has maintained dynamic growth both in France and internationally in a more complex environment. After a good Q1, we have an acceleration of activity in Q2. Worth noting on activity, the successful integration of ECO that wasn't consolidated in H1 2024, so there's a scope effect with solid activity, 37 million in revenue in line with H1 2024. acceleration in activity to date with the implementation of the carbon soot incinerator more about that in due course on the historical scope of basics of comparison that was low in h1 but good operational and commercial performance, very sustained activity in services, remediation and urgency overall, an increase in operational earnings in spite of the drop in energy prices. That's an important factor that will implement both H1 in 25 in the analysis and 2025 and an uncertain geopolitical backdrop that is promoting a wait and see attitude by ...