Arcadis NV (ARCAY) Analyst/Investor Day Transcript

SA Transcripts 162.35K Followers Follow Arcadis NV ( ARCAY ) Analyst/Investor Day September 29, 2026 8:00 AM EDT Company Participants Christine Disch - Head of Investor Relations Heather Polinsky - Chair of the Executive Board & CEO Simon Crowe - CFO & Member of Executive Board Jana Belyusova - Chief People Officer Hans Dekker - Chief Operating Officer Ramin Massoumi Karin Formigoni David Aimable-Lina Bill Teberg Conference Call Participants Martijn den Drijver - ABN AMRO Bank N.V., Research Division Dirk Verbiesen - ING Groep N.V., Research Division David Kerstens - Jefferies LLC, Research Division Kristof Samoy - KBC Securities NV, Research Division Simon Van Oppen - Kepler Cheuvreux, Research Division Sangita Jain - KeyBanc Capital Markets Inc., Research Division Chase Coughlan - Kempen & Co. N.V., Research Division Quirijn Mulder - ING Groep N.V., Research Division Luuk Van Beek - Banque Degroof Petercam S.A., Research Division Maarten Verbeek - The Idea-Driven Equities Analyses Company Presentation Christine Disch Head of Investor Relations Good afternoon, ladies and gentlemen, and everyone who's following us online today. My name is Christine Disch, and it is my pleasure to welcome all of you here on the Capital Markets Day in the [indiscernible] building. Arcadis designers help shape this innovative approach to materials, energy and water, making this one of the most sustainable buildings in Europe. At Arcadis, every internal meeting begins with a health and safety moment, reflecting our commitment to a safe and healthy workplace. So we're doing the same today. So please familiarize yourself to the nearest emergency exits. Let me turn to today's agenda and an investment case that we will set out for you. Today, we will tell you all about why clients choose Arcadis, where are we prioritizing growth? How a simpler operating model will strengthen execution and accountability? And how AI and digital will enhance productivity, scalability and client outcomes. We will explain to you how these actions will translate into higher quality revenue growth, margin expansion, strong cash generation and