Signify Nv Ord (SFFYF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, welcome to the Signify Q1 2026 Results Conference Call, hosted by Ash Templeman, CEO, Zetko Kasanovic, CFO, and Telka Kerdes, Head of Investor Relations. For the first part of this call, all participants will be in listen-only mode, and afterwards there will be a question and answer session. If you wish to ask a question, please post pound key 5 on your telephone keypad. Please note, that you are limited to one question and a follow-up per round. I would now like to give the floor to Telka Helders. Ms. Helders, please go ahead. Good morning, everyone, and welcome to Signify's first quarter 2026 earnings call. Before we begin, I'd like to draw your attention to the forward-looking statements, risks and uncertainties, and non-IFRS financial measures disclaimer on this site. With me today is our CEO, Az Tempelman, our CFO, Zeljko Kozanovic. During this call, Az will discuss the highlights of the quarter and key business developments. Zeljko will then walk you through the financial performance in more detail. Az will then come back to discuss the outlook and closing remarks. Our press release and presentation was published at 7 o'clock this morning, and a transcript of this call will be made available shortly after. And with that, I would now like to hand over to Az. Well, thank you, Telke, and good morning, everyone. Good to have you on the call with us. Thanks for joining us today. Like Telke said, let me start with sharing some observations on the first quarter. It comes as no surprise that we continue to navigate a very uncertain global environment with, of course, the conflict in the Middle East, associated cost inflations, tariffs, softer demand, and also the overcapacity in manufacturing. And all of these things, of course, are reflected in our sales for th...