Dätwyler Holding AG (DATWY) Q2 2026 Earnings Call Transcript

Hello, everyone, and thank you for joining us today for our live webcast. Welcome to Datwyler's Half Year 2026 Results Presentation.

I am Volker Cwielong, I'm CEO of Datwyler. Joining me today are Judith van Walsum, our CFO, who will take you through our financial performance in more detail; and Katharina Immoor, our Head of Communications and Investor Relations, who will then moderate the Q&A session following our presentation.

But before we begin, I would like to sincerely thank all our colleagues around the world for their outstanding commitment throughout the first half of this year. I also want to recognize the tremendous effort they have made over the past 18 months in driving our ForwardNow transformation program.

Ongoing geopolitical tensions, especially the conflict in the Middle East, continued to disrupt global supply chains, constrain raw material availability and drive higher logistics costs.

Despite these challenges, our teams ensured reliable customer supply, avoiding any significant production disruptions and supply shortages. And this achievement shows the strength of our global manufacturing network, the hard work of our teams and our commitment to our customers.

Datwyler continued to make solid progress in executing its strategy. Most importantly, the structural trends supporting our Healthcare and Food & Beverage businesses remain fully intact.

Against the backdrop of strong currency headwinds and continued softness in some parts of our industrial markets, we improved the quality of our earnings. We further strengthened our portfolio and achieved important milestones in our