Thyssenkrupp AG (TKAMY) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everyone, this is Andreas Tosch from Investor Relations ThyssenKrupp. Also on behalf of my entire team, I wish you a very warm welcome to our conference call on the first quarter results 2526. With me on the call are our CEO Miguel Lopez and our CFO Axel Amann. Before I hand over to the CEO and CFO for their presentations, I have some housekeeping. All the documents for this call are available in the IR section on the website. The call will be recorded and the replay will be available shortly after the call. After the presentations, there will be the usual Q&A session for our analysts. We use Microsoft Teams for the call. In order to ask a question, you have to push the raise your hand icon and we will announce your name and open your line. If you are on mute, you must unmute yourself in addition. And with that, I would like to hand over to our CEO, Miguel Lopez. Thank you, Andreas, and hello, everyone. Welcome to our first conference call in the current fiscal year. Let me start with an overview of our management priorities. First of all, portfolio. In terms of our strategic transformation, we continue to execute ACES 2030 with full focus, also in order to establish ThyssenKrupp as a lean financial holding company. With its successful spin-off of TKMS in October, a major milestone on our path towards this target picture, we created significant value for our shareholders. That is our clear ambition also for any portfolio actions ahead. For material services, we push ahead for capital market readiness and their respective standalone setup. At automotive technology, we defined and implemented a new structure with clear focus on the core businesses. Moreover, we also initiated the sale of the non-core business unit Automation Engineering in November. At Steel Euro...