Wallenius Wilhelmsen Asa (WAWIF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, good evening and good afternoon to everyone watching us online and a very warm welcome and good morning to everyone here in the audience. Q1 2026, what can we expect today, Anders? Well, there has been some geopolitical turmoil, so I think we'll hear about the impacts from that. Good. And as usual, our CEO, Lasse Kristoffersen, will take the market and the business. followed by our CFO, Bjorn Bukholm, who will take the financial review, and then Lasse will take the prospects, and as usual, the Q&A. The Q&A. So we'll open for Q&A here in the audience, but we'll also open up for Q&A via our webcast. So please fill in your questions, and we'll try to respond to them as best as we can. And do remember there might be a little bit of a lag between when you post the questions and when they arrive here. even in a digital age. So, you know, please be patient and we'll try to respond to all of them. And I think we're ready. Yeah, we're ready. Just so, Lasse, please take it away. Thank you, Anders and Anette. And good morning. Welcome to people in the audience and online. And I can see we have both friends and family and partners in the room. Thank you and welcome. When I stood here in front of you and where we were online last time was on February 11th. And when we looked at the future, we thought it was pretty good. And again, we made the mistake of thinking it's linear. And then on February 28th, there was an escalation of the situation in the Middle East with an attack on Iran, affecting both business but certainly oil markets. And what we have seen in this quarter is really, and when we are now updating our full year expectation, is pretty much effects of that event. Because if we go back one or two years, and you would ask anyone, I think, in our industry, p...