Quadient S.A. (NPACY) Q2 2027 Earnings Call Transcript

Quadient S.A. ( NPACY ) Q2 2027 Earnings Call September 23, 2026 12:00 PM EDT Company Participants Laura Paxton - Head of Investor Relations Geoffrey Godet - CEO & Director Laurent Du Passage - Chief Financial Officer Presentation Laura Paxton Head of Investor Relations Good evening, everyone. Welcome to Quadient's First Half 2026 Results Presentation. I'm Laura Paxton, Quadient's Head of Investor Relations. Today's presentation will be hosted by Geoffrey Godet, our CEO; and Laurent Du Passage, our CFO. The agenda for today's call is on Slide 3. [Operator Instructions] Thank you very much. And with that, over to you, Geoffrey. Geoffrey Godet CEO & Director Thank you, Laura. Good evening, everyone. Let me remind you, as we get started, of the strategic direction that we set at the beginning of the financial year since everything else follows on from it. The pivot to digital is not new for Quadient, as you know, we've been preparing it for years. Demand for digital automated business and financial communication keeps building up. Artificial intelligence is accelerating it. The digitization of financial workflows is also accelerating and so are the invoicing mandates coming across Europe. And we set a clear objective, digital becomes Quadient's largest and most profitable solution by 2030. So this is where the growth is. This is where our capital and our focus belong. We reinforced the Executive Committee with 4 digital business leaders at the beginning of the year, and I personally took over direct leadership of the digital business. Additionally, this year, on the 20th of July, we announced that we were conducting a strategic review of our Lockers business. This review, I'm happy to report that is now complete. And I will take you through the outcome on the next slide. But first of all, let's look at what the locker team has built. So moving back to 2018, lockers was small, we would