Stabilus S.A. (SIUAF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

gentlemen, and welcome to the Analyst and Investor Web Conference regarding the Stabilus results in the second quarter of fiscal 2026. At this time, all participants have been placed on a listen-only mode. The floor will be open for questions following the presentation. Let me now turn the floor over to your host, Dr. Michael Bixner. Hello and welcome together to our earnings call today. My name is Michael Büchner. I'm the CEO of the Stabilus Group and for sure you also have our CFO, Andreas Jäger, with us in the call today. Actually, in terms of the presentation, we'll see it slightly different today because we wanted to put also a main focus on where we stand in terms of our strategic priorities and also as we're in the transformation, giving you some updates on the transformation along the sidelines So what's the current status and what do we plan in the close future to proceed and to further improve? The bottom line is a key takeaway. I would say we're progressing very well on our transformation. And despite the rough waters, we deliver stable results. In the past weeks, we did streamline further our industrial footprint in Asia, this time around with our Sushu plant. We'll talk about that in a bit. Then for sure, we also had a lot of new business wins in both automotive and on industrial side. I would also like to highlight one good win, which is actually in terms of the aftermarket, a big win in North America, again, for electromechanical devices. We're further working on our defense applications. That's important to us. It's steadily growing. We'll have an own section about this business or part of the business in a couple of slides. And then, for sure, we continue in general to turn our star 2030 platforms. This time around, we'll also talk a bit about the ro...