Mersen S.A. (CBLNY) Q2 2026 Earnings Call Transcript

Mersen S.A. (CBLNY) Q2 2026 Earnings Call Transcript

Salvador Lamas - CEO & Group COO

Thank you, Nathalie. Good morning, everyone, and thank you for joining us. Before turning to our first half results, let me say how pleased I am to speak to you for the first time as CEO of Mersen. Although I officially took over the role in May, I've been part of the group since 2021 and have been closely involved in defining and implementing our current strategy. Over the past few months, I had also the opportunity to spend a great deal of time with our teams, our customers across different markets and of course, you, our investors. Those discussions have reinforced my conviction that Mersen has unique strengths: highly differentiated technologies, long-standing customer relationships, a truly global industrial footprint, and strong positions in markets that are benefiting from powerful long-term trends. At the same time, they have confirmed something equally important, the fact that our strategy is the right one. Therefore, my priority today is to continue and accelerate its execution with discipline, agility, remaining close to our customers and ensuring that we succeed in translating these strengths into profitable