VAT Group AG (0RFL) Q2 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0422f-5ab5-7f92-b1d5-ade3b31711c3 Created: 2026-08-27T07:46:38.175Z Duration: 4573.9365 Channels: 1 00:00:00.000 -- 00:00:02.479 Ladies and gentlemen, Gretz Vitanand. 00:00:02.720 -- 00:00:05.200 Good morning and thank you for joining today's 00:00:05.200 -- 00:00:08.639 webcast on our second quarter and first half 00:00:08.639 -- 00:00:10.400 twenty twenty six results. 00:00:10.960 -- 00:00:13.855 Apart from this, I'm delighted to share an 00:00:13.855 -- 00:00:17.615 important milestone in VAT's long term growth journey, 00:00:17.855 -- 00:00:20.735 our planned acquisition of Atanarp. 00:00:21.855 -- 00:00:24.654 Joining me today is our CFO, Fabian Kiotza 00:00:24.654 -- 00:00:28.060 and members of our Investor Relations team. After 00:00:28.060 -- 00:00:30.380 Fabian's and my remarks, we will have a 00:00:30.380 -- 00:00:33.500 moderated Q and A session to answer your 00:00:33.500 -- 00:00:34.220 questions. 00:00:35.180 -- 00:00:37.100 The first thing we want to cover today 00:00:37.100 -- 00:00:37.820 are 00:00:37.980 -- 00:00:39.340 the H1 results. 00:00:40.045 -- 00:00:43.324 Semiconductor markets are in a unique situation. 00:00:43.725 -- 00:00:47.004 There is a clear supply and demand imbalance. 00:00:47.245 -- 00:00:49.164 We will discuss the Q2 00:00:49.405 -- 00:00:50.765 record CHF500 million 00:00:51.960 -- 00:00:54.760 order flow and the successful start to our 00:00:54.760 -- 00:00:57.000 ramp up to support this demand. 00:00:58.040 -- 00:01:00.600 The second thing we want to share with 00:01:00.600 -- 00:01:02.120 you is an acquisition. 00:01:02.600 -- 00:01:05.560 Our press release this morning might have come 00:01:05.560 -- 00:01:07.240 as a bit of a surprise. 00:01:07.935 -- 00:01:10.09...