thyssenkrupp AG (TKAMY) Q2 2026 Earnings Name Transcript


thyssenkrupp AG (TKAMY) Q2 2026 Earnings Name Could 12, 2026 5:00 AM EDT

Firm Contributors

Andreas Trösch – Head of Investor Relations
Miguel Angel Lopez Borrego – CEO & Chairman of the Govt Board
Axel Hamann – CFO & Member of Govt Board

Convention Name Contributors

Boris Bourdet – Kepler Cheuvreux, Analysis Division
Bastian Synagowitz – Deutsche Financial institution AG, Analysis Division
Krishan Agarwal – Citigroup Inc., Analysis Division

Presentation

Andreas Trösch
Head of Investor Relations

Hi there, everybody. That is Andreas Trösch from Investor Relations. Additionally on behalf of my whole group, I want you a really heat welcome to our convention name on the primary half yr outcomes ’25/’26. With me within the room are our CEO, Miguel Lopez; and our CFO, Dr. Axel Hamann, and in addition my colleagues from the IR group. Earlier than I hand over to the CEO and CFO for his or her displays, some housekeeping. All of the paperwork, as traditional, for this name can be found within the IR part on the web site. The decision can be recorded, and a replay can be out there shortly after the decision. After the displays, there would be the traditional Q&A session for our analysts. [Operator Instructions]

And with that, I want to hand over to our CEO, Miguel Lopez.

Miguel Angel Lopez Borrego
CEO & Chairman of the Govt Board

Thanks, Andreas, and hi there, everybody. Welcome to our quarter 2 convention name. As traditional, I want to offer you a concise administration abstract for the second quarter of fiscal yr ’25/’26, overlaying our efficiency, our portfolio progress underneath ACES 2030 and the important thing milestones with regard to our inexperienced transformation efforts. Let me begin with some examples for our portfolio efforts underneath ACES 2030. At headquarters, we’ve got began the transformation in the direction of the monetary holding construction, aiming to be finalized and totally efficient by 2030 on the newest. This goes hand-in-hand with a declining value base.



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