Replay available

Voestalpine Ag Unsp/Adr (VLPNY) Q1 2026 Earnings Call

Voestalpine Ag Unsp/Adr (OTC: VLPNY) Q1 2026 earnings conference call, held 2025-08-06. Replay captured from the company's public earnings webcast.

Wed, August 6, 2025 at 7:00 AMendedReplay
Voestalpine Ag Unsp/Adr (VLPNY) Q1 2026 Earnings Call

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Featured presenters

Peter Fleischer

Head of Investor Relations

Herbert Eibensteiner

Chief Executive Officer

Christian Oops

Analyst, Barda Bank

Reinhard van der Walt

Analyst, Bank of America

Tom Zheng

Analyst, Barclays

Alan Gabriel

Analyst, Morgan Stanley

Tristan Gressup

Analyst, BNP Paribas

Gerald Pichler

Chief Financial Officer

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:03.659 So I would like to jump into the presentation 00:00:03.659 -- 00:00:09.667 of this first quarter, 25-26. So 00:00:10.032 -- 00:00:14.582 I think you are well aware that we are all 00:00:14.582 -- 00:00:16.666 in a very challenging 00:00:16.666 -- 00:00:20.049 environment, but 00:00:20.129 -- 00:00:25.526 Despite of that, we can present a solid 00:00:25.526 -- 00:00:28.354 result in this 00:00:28.354 -- 00:00:30.354 quota. 00:00:32.026 -- 00:00:35.732 We have a very strong financial 00:00:35.732 -- 00:00:37.534 basis, 00:00:37.534 -- 00:00:40.339 and our strategy 00:00:40.339 -- 00:00:45.406 is very robust with this global footprint and this 00:00:45.406 -- 00:00:47.109 diversified 00:00:47.109 -- 00:00:53.288 product portfolio worldwide, and we 00:00:53.288 -- 00:00:57.056 And I'm happy that I can present a 00:00:57.056 -- 00:01:02.347 good, high free cash flow in this first quarter. 00:01:02.347 -- 00:01:07.537 And we will discuss afterwards what the outlook for 00:01:07.537 -- 00:01:12.665 that is. We have reduced our 00:01:12.665 -- 00:01:18.273 net debt further to the lowest level in the 00:01:18.273 -- 00:01:24.281 last decade, and that means that we are working on basis 00:01:24.281 -- 00:01:29.628 of a very strong balance sheet. And when you look 00:01:29.628 -- 00:01:32.958 at the at the market 00:01:32.958 -- 00:01:38.166 where we are in and was positive in this first quarter, and I think 00:01:38.166 -- 00:01:39.808 that 00:01:39.808 -- 00:01:42.451 we will also see in the 00:01:42.451 -- 00:01:47.638 forecast that this will be very stable, is 00:01:47.638 -- 00:01:49.982 this upward trend 00:01:49.982 -- 00:01:55.830 in railway systems, also a good demand in aerospace, 00:01:55.830 -- 00:01:58.190 and also 00:01:58.561 -...