Spie Sa Ord (SPIWF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the SPI 2026 First Quarter Revenue Presentation. For the first part of the conference call, the participants will be in listen-only mode. During the questions and answers session, participants are able to ask questions by dialing pound key 5 on their telephone keypad. Now I will hand the conference over to Godier Louet, Chairman and CEO, to begin today's conference. Please go ahead. Good morning, everyone. Thank you for joining us today for our first quarter revenue call. I'm with Markus Osker, the CEO of SPIE Germany, Switzerland, Austria. Jérôme Vanhoef, our Group CFO, and Alexandre Bonazel, our Head of Investor Relations. As you know, Markus will become Group CEO as of April 30th, and I'm very pleased to welcome him on this call. On the M&A front, SPIE has made a strong start to 2026. underlying trends remain fully intact and are even strengthening as the current geopolitical crisis further highlights the urgent need for Europe to transition to low-carbon electricity. Let me start with safety, which remains a power commitment for the group. Next Tuesday, on April 28th, SPIG will hold its Safety Day 2026. Safety workshops will be organized all across our sites and in all our countries. Safety is a continuous training effort. Our health and safety code and its 10 life-saving rules apply to everyone across all trades and activities. Making sure that every employee returns home safely each day is at the very heart of our commitments. Next, I would like to share a few recent contract examples that reflect our strong position. In Germany, we have been mandated to install five new substations for transmission system operator Tenet, a long-standing client relationship built on sustained trust. The framework agreement runs for around eight years. Implementation ...