OPmobility SE (PASTF) Q2 2026 Earnings Call Transcript

Félicie Burelle
CEO & Director

Good morning. Welcome, everybody. It’s my pleasure, alongside Olivier Dabi, our CFO; and Stephanie Laval, in charge of Strategic Planning and Investor Relations, to welcome you here in Levallois and remotely for those who are connected to present you our first half of the year 2026 results. And we are even more pleased to host you that we believe we have a solid set of figures to present to you this morning despite, as you know, a very complex environment we are surrounded with. And it’s always a pleasure for me to see such a video before beginning because you actually realize all the impact that we can have and the strong achievements we have made in the last few months.

I will actually start by coming back a bit on this complex market I was referring to because, as you know, last time we met was to present you the 2025 results. And we entered the 2026 year thinking that the market would be more or less flat, which, as you know, is not the case because today, the forecast for the 2026 year is minus 2.3%. Many reasons for that. The first one, as you know, we are still in this transformation of the automotive market, led principally by the electrification and technology-driven, but also because there are many other events throughout the world that are impacting the market.