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SeSa S.p.A. (SESPF) Q2 2026 Earnings Call Transcript

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SeSa S.p.A. (SESPF) Q2 2026 Earnings Call December 18, 2025 5:30 AM EST

Company Participants

Jacopo Laschetti – Head of Sustainability
Alessandro Fabbroni – CEO, MD, Director for Internal Audit, Welfare Program Officer & Director
Caterina Gori – Head of IR & Corporate Finance M&A

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Conference Call Participants

Aleksandra Arsova – Equita SIM S.p.A., Research Division
Andrea Randone – Intermonte SIM S.p.A., Research Division

Presentation

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Operator

Good morning. This is the Chorus Call conference operator. Welcome, and thank you for joining the Full Year 2026 Consolidated First Half Results Conference Call of Sesa.

[Operator Instructions]

At this time, I would like to turn the conference over to Mr. Jacopo Laschetti, Stakeholder and Corporate Sustainability Manager of Sesa. Please go ahead, sir.

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Jacopo Laschetti
Head of Sustainability

Good morning, and thank you for joining the Sesa Group presentation. Representing the group today are Alessandro Fabbroni, Group CEO; Caterina Gori, Investor Relations and Corporate Finance and M&A Manager; and myself, Stakeholder Relations and Head of Sustainability. Earlier today, the Board of Directors approved the consolidated financial results for the first half of the fiscal year 2026, ended October 31, 2025. The corporate presentation is available on the Sesa website and will serve as a reference throughout today’s conference call. Alessandro will begin by providing an overview of the key business developments and achievements.

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Alessandro Fabbroni
CEO, MD, Director for Internal Audit, Welfare Program Officer & Director

Good morning, everybody, and thank you for joining our group presentation. In the first half of 2026, Sesa started the implementation of the new ’26-’27 industrial plant by evolving our data-driven digital market-oriented and people inspired platform for enabling the sustainable growth of corporates and organizations with a specific focus on organic growth and skills development in a challenging market scenario confirming growing demand for digitalization, Sesa has achieved its goal of consistent

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