Siltronic Ag Ord (SSLLF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everyone and welcome to the presentation of Siltronics Q2 2025 results. Please note that this call is being recorded and streamed on Siltronics website. The call will also be available as an on-demand version later today. Your participation in this call implies your consent with this. At this time, I would like to turn the conference over to Verena Študze Head of Investor Relations and Communications of Siltronic AG. Thank you, Elaine. Welcome, everybody, to our Q2 2025 results presentation. This call will also be webcast live on Siltronic.com. A replay of the call will be available on our website shortly after the end of the call. Our CEO, Michael Heckmeyer, and our CFO, Claudia Schmidt. We'll give you an overview of our financials, the current market developments, and our guidance. After the presentation, we will be happy to take your questions. Please note that management comments during this fall will include forward-looking statements that involve risks and uncertainties. For a discussion of risk factors, I encourage you to review the safe harbor statement contained in today's press release and presentation. All documents relating to our Q2 2025 reporting are available on our website. I now turn the call over to Michael for his remarks. Thank you, Verena, and a warm welcome also from my side. Let's start with the key messages of today's call. Waiver demand remains subdued, continuing the soft trend we've observed over recent quarters. Despite this, we achieved our targets for H1 this year and delivered solid results in Q2 2025. Regarding the tariff situation, even though things seem to be clearing up lately, we have to analyze this in detail, including implications for our sector and our business. So far, our overall end market assumption from the beginnin...