Siegfried Holding AG (0QQO) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the presentation of our Half Year Results 2026. I'm here with Marcel Imbinkherrid, our CEO and Tanja Micky, our CFO. First, Marcel will present the highlights of our numbers. Then Tanja will go into the financials in more detail, and then Marcel will talk about the progress in our strategy Evolve Plus and the outlook. At the end, we are looking forward to take all your questions through audio and video call in the Q and A session. With that, Marcel, over to you. Thanks a lot, Peter, and also from my side. Good morning and a warm welcome to all of you. I'm excited to present to you our half year results 2026 together with Tanja. Tanja joined us two months ago and it was a busy start for her with the integration of the recent acquisition. With her strong experience as a CFO of a public listed company, she's already running on full speed, so I'm very pleased to have her on board. Now, let's turn to our half year results. The Siegfried team is delivering. Let me give you a summary on the upcoming slide. The performance of the first half of the year is exactly according to plan. Growth is in line with our expectation, net sales grew by 4.8% in local currencies. Also core EBITDA margin increased from 21.6% up to 22.4%. Integration of newly acquired sites is on track, I will give you more details later on. Evolve plus strategy, exciting progress, so I really will share give you more insights later on as well. With these results, we laid a solid foundation for the full year delivery. We are confident to confirm our guidance, high single digit growth in local currencies and an EBITDA margin above 23%. Now, I'm handing over to Tanja for the financial update. Thank you, Marcel, and good morning to everyone from my side as well. I'm delighted to be joining you today f...