Aalberts N.V. (AALBF) Q2 2026 Earnings Call Transcript

Aalberts N.V. (AALBF) Q2 2026 Earnings Call Transcript

Good morning, everybody. Welcome at our first half 2026 results presentation. It's great to see so many of you joining today's webcast. I'm happy to introduce our CEO, Stephane Simonetta; and our CFO, Frans den Houter. Stephane will kick off the presentation with some business highlights. This will be followed by Frans, who will share an update on our financial development. Stephane will then share an update on our strategy and actions and provide an outlook for the remaining of the year 2026. After the presentation, we will give you the opportunity to engage directly with us in the Q&A session. Please note that after the presentation, both the presentation and the recording of today's webcast will be made available on the website. Please welcome Stephane to begin our presentation.

Thank you, Rutger. And let me start with our key messages. In the first half of the year, we report positive organic revenue growth in our 3 segments and particularly in semicon. We also report an improved EBITDA margin in our 3 segments. And you can see the strong contribution of all the portfolio updates that we have done last year with our acquisition and