Eiffage SA (EFGSY) Q2 2026 Earnings Call August 26, 2026 11:40 AM EDT
Company Participants
Benoit de Ruffray – Chairman & CEO
Christian Cassayre – Chief Financial Officer
Camille Bonenfant-Jeanneney – Chairman of Motorway Concessions in France
Ludovic Duplan – Chairman of Energy Systems Division
Guillaume Sauvé
Conference Call Participants
Elodie Rall – JPMorgan Chase & Co, Research Division
Jean-Claude Juncker
Eric Lemarié – CIC CIB, Research Division
Marc Ip Tat Kuen – Citigroup Inc., Research Division
José Arroyas – Banco Santander, S.A., Research Division
Cristian Nedelcu – UBS Investment Bank, Research Division
Nicolas Mora – Morgan Stanley, Research Division
Presentation
Benoit de Ruffray
Chairman & CEO
[Foreign Language] As said in February 2006 (sic) [ 2026 ], the group has a strategy, which is affirmed borne by the long-term trends, sovereignty of energy, development of new mobilities, necessary adaptation to the climate change facing extreme events that go on one after the other and extend on the whole European territory. Those trends will need investments, public as well as private remaining powerful drivers for growth in the medium and long term for our group.
Let’s move to the highlights of the first half year. It’s characterized by results and increasing outcome as expected. In the works, operational performance is solid and visibility remains very good with an order book again growth over year and progressing on all of the branches lines of business. In the concessions performance is impacted by the decrease of the motorway traffic of the LVs given the persistence of the oil price, which is high, direct consequence of the Middle East conflict. These results enable us to confirm the perspectives of the increase of activity and results for the group in 2006 (sic) [ 2026 ].
The construction line is back to growth. Commercial activity remained dynamic with some very beautiful operations. You can here see
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