Sesa Spa (SESPF) Q3 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

This is the course call conference operator. Welcome and thank you for joining the CESA group full year 2026 consolidated nine months results conference call. As a reminder, all participants are on listen-only mode. After the presentation, there will be an opportunity to ask questions. Should anyone need assistance during the conference call, they may signal an operator by pressing star and zero on their telephone. At this time, I would like to turn the conference over to Jacopo Laschetti, stakeholder relations and head of sustainability. Please go ahead. Good morning, and thank you for joining the CESEC Group presentation. Representing the group today are Alessandro Fabroni, Group CEO, Caterina Gori, Head of Investor Relations and Corporate Finance and M&A, and myself, stakeholder relations and head of sustainability. Earlier today, the Board of Directors approved the consolidated financial results for the nine months of fiscal year 26, ended January 31st, 2026. The corporate presentation is available on the CESA website and will serve as a reference throughout today's conference call. Alessandro will begin by providing an overview of our key business developments and achievements. Good morning everybody and thank you for joining our group presentation. In a challenging market that presents great growth opportunities driven by enterprise digitalization, widespread adoption of cloud and data protection, and integration of AI and automation, CESA is strengthening its market share by leveraging the role of leading digital integrator in Italy across the key areas driving digital transformation as cloud, data management, cybersecurity, digital platforms and AI. The Italian digital market is expected to grow by approximately 4% in 2026 and 2027 period, sustained both by d...