Sodexo S/Adr (SDXAY) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning. Thank you for standing by and welcome to Sodexo H1 Fiscal Year 2026 Results Conference Call. After the presentation, there will be an opportunity to ask questions by pressing star 1 at any time. I advise you that this conference is being recorded today on Friday, April 10, 2026. At this time, I would like to hand the conference over to the Sodexo team. Please go ahead. Good morning, everyone, and thank you for joining us for our H1 Fiscal 2026 Results Call. I'm Juliette Klein, Head of Investor Relations. With me on the call today are Thierry Delaporte, our CEO, and Sébastien Detramadieu, our CFO. Thierry will start by sharing his assessment and key messages, followed by Sébastien, who will cover the financials. After that, we will open the line for questions. As usual, we ask you to please limit yourselves to two questions and one follow-up. If you have additional questions after the call, please don't hesitate to reach out to the IR team. With that, I'll now hand over to Thierry. Merci. Thank you, Juliette. Good morning, everyone, and thank you for joining the call. This is my first earnings call as CEO of Sodexo. I'm very pleased to be speaking with you today. What I'll do is I'll share my perspective on where the company stands today, what we are already doing, but also the priorities we are setting. We are preparing a more comprehensive update for July 16. Based on our current assessment of the business and the actions we are implementing, there are also some near-term financial considerations. So I want to provide context on how this shapes our outlook for 2026. Over the last five months, I've spent most of my time in the field with clients, with teams in operations, and with our partners. I've been traveling across the U.S., where I'm spending hal...