SigmaRoc plc (SROCF) Q2 2026 Earnings Call Transcript

SA Transcripts 162.11K Followers Follow SigmaRoc plc ( SROCF ) Q2 2026 Earnings Call September 7, 2026 8:30 AM EDT Company Participants Maximilian Alphonos Vermorken - CEO & Executive Director Jan van Beek - CFO & Director Elisa Frenay Presentation Operator Good afternoon, and welcome to the SigmaRoc plc Investor Presentation. [Operator Instructions] Before we begin, I'd like to submit the following poll. I'd like to hand you over to the management team. Max, good afternoon, sir. Maximilian Alphonos Vermorken CEO & Executive Director Good afternoon. I hope everybody can hear us well. Thank you very much for joining SigmaRoc's First Half 2026 Results Presentation. We've got slides for you on the screen. You can download those through our slides also on our website as well as more materials. A short presentation of half an hour with the 4 usual chapter headings on the next page, an overview of the group's performance, finance review by Jan to my right, subsequently strategic delivery and an outlook at the end, and we're happy to take any questions you might have. If we go to the first part then, group performance for the first half. Fantastic first half of 2026. Strong results, EBITDA up 11.3%, EPS up 12.2%. Margins, EBITDA margins at 25.1%, an evolution of 200 basis points. All of that pointing to a great first half in terms of trading, volumes, evolution of our business. It didn't start smooth. There were some headwinds at the start of the weather, but that was recovered very nicely in Q2. Balance sheet strengthened further, 1.66x leverage at the end of the first half, very nicely at the bottom end of our target range and return on invested capital on an LTM basis at nearly 12%, again, 0.5% up from last time. And therefore, confidence in the full year outlook. And strategic delivery