Thyssenkrupp AG (TKAMY) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone. This is Andreas Trösch from Investor Relations. Also, on behalf of my entire team, I wish you a very warm welcome to our conference call on the full year results 24-25. With me in the room, our CEO, Miguel Lopez, and our CFO, Axel Hamann, plus my colleagues from the Investor Relations team. I have some housekeeping before I hand over to the CEO and CFO for their presentations. 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 analysts. We again used 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. We estimate that this call will take no longer than 45 minutes. And with that, I would like to hand over to our CEO, Miguel Lopez. Thank you, Andreas. And hello, everyone. Welcome to our conference call for fiscal year 24-25. Please let me start with a recap from our key strategic milestones in the recent year. At last year's conference call, we proclaimed the year of decisions, and we have taken many decisions. The presentation of our new strategic future model, ACES 2030, was one decisive step ahead. ACES 2030 provides the operating framework for our transformation, which we are already implementing with determination and at high speed. We also successfully listed TK&S via spin-off on the stock exchange. Other businesses will follow as soon as we have put them online. in a profitable position, that means ready for the capital market. We are, moreover, negotiating with General Steel about the potential sale of our steel busin...