Stratec SE ADR (STSEY) Q2 2026 Earnings Call Transcript

SA Transcripts 161.84K Followers Follow Stratec SE ADR ( STSEY ) Q2 2026 Earnings Call August 14, 2026 8:00 AM EDT Company Participants Jan Keppeler - Head of Investor Relations, Sustainability & Corporate Communications Marcus Wolfinger - Chairman of Board of Management & CEO Tanja Bucherl - CFO & Member of Management Board Conference Call Participants Jan Koch - Deutsche Bank AG, Research Division Oliver Reinberg - Kepler Cheuvreux, Research Division Michael Heider - Joh. Berenberg, Gossler & Co. KG, Research Division Jitisha Malhotra Presentation Jan Keppeler Head of Investor Relations, Sustainability & Corporate Communications Good afternoon, good morning to everyone joining us today for our H1 2026 financial results conference call. With me and the hosts of the presentation today are Marcus Wolfinger, CEO of STRATEC; as well as our CFO, Tanja Bucherl. Please be aware that this conference is being webcast live, and you can download the slides either from the webcast or from our website. Before we start, please allow me also to draw your attention to our safe harbor statement, which is on Page 2 of the presentation. And now without further ado, it's my pleasure to hand over to Marcus. Marcus Wolfinger Chairman of Board of Management & CEO Yes. Thanks, Jan, and good afternoon, good morning, everyone. Welcome to our presentation. Let me briefly walk you through the highlights, achievements and to a certain degree, the challenges for the remainder of the year. As you've all seen, we have significantly improved performance in Q2, which actually helped us to narrow the year-to-year -- year-on-year gap on sales and earnings by the end of H1. However, I think the thing which is probably worth to mention at this point that although we had a super strong momentum on the system business and actually like this is planned for the remainder of the year to continue showing 2 things that, first of all, unexpectedly, consumables and