HELLA GmbH & Co. KGaA (HLLGY) Q2 2026 Earnings Call Transcript

SA Transcripts 161.36K Followers Follow HELLA GmbH & Co. KGaA ( HLLGY ) Q2 2026 Earnings Call July 30, 2026 12:00 PM EDT Company Participants Peter Laier - CEO & Chairman of the Management Board Philippe Vienney - CFO, Member of the Management Board & MD of Finance, Controlling, Risk Mgt. and Internal Control Conference Call Participants Christoph Laskawi - Deutsche Bank AG, Research Division Presentation Operator Ladies and gentlemen, and welcome to the HELLA Investor Call on the results for the first half of fiscal year 2026. This call will be hosted by Professor Peter Laier, the CEO; and Philippe Vienney, the CFO of HELLA. [Operator Instructions] The conference will be recorded. Let me now turn the floor over to your host, Peter Laier. Peter Laier CEO & Chairman of the Management Board Hello. Good evening, everybody. This is Peter Laier speaking. A warm welcome to our investor calls to HELLA Half year 1 2026 results. Karen, if you could open the presentation, then we could directly go on the agenda, I appreciate. Thank you. So we have prepared for today's call an agenda where we would like to talk at first about the achievements in first half year, followed by the financial results presented by Philippe Vienney, our CFO. And then we have a special chapter on the agenda today about lighting transformation program, which we have accelerated, followed then by the outlook for the financial year 2026. At the end, then we will talk about key takeaways as usual. With that, let me directly step into the presentation. Let's talk at first about achievements. So in regard of achievements, we have in first half year an organic sales in HELLA, which is above market. On the other side, we are working on cost measures, and I will talk about some additional measures which we have