Aalberts N.V. (AALBF) Q2 2026 Earnings Call July 23, 2026 3:00 AM EDT
Company Participants
Rutger Relker – Director Investor Relations
Stephane Simonetta – CEO & Member of the Management Board
Frans den Houter – CFO & Member of Management Board
Conference Call Participants
Martijn den Drijver – ABN AMRO Bank N.V., Research Division
David Kerstens – Jefferies LLC, Research Division
Kristof Samoy – KBC Securities NV, Research Division
Luuk Van Beek – Banque Degroof Petercam S.A., Research Division
Ruben Devos – Kepler Cheuvreux, Research Division
Rajesh Patki – Barclays Bank PLC, Research Division
Chase Coughlan – Kempen & Co. N.V., Research Division
Presentation
Rutger Relker
Director Investor Relations
Good morning, everybody. Welcome at our first half 2026 results presentation. It’s great to see so many of you joining today’s webcast. I’m happy to introduce our CEO, Stephane Simonetta; and our CFO, Frans den Houter. Stephane will kick off the presentation with some business highlights. This will be followed by Frans, who will share an update on our financial development.
Stephane will then share an update on our strategy and actions and provide an outlook for the remaining of the year 2026. After the presentation, we will give you the opportunity to engage directly with us in the Q&A session. Please note that after the presentation, both the presentation and the recording of today’s webcast will be made available on the website. Please welcome Stephane to begin our presentation.
Stephane Simonetta
CEO & Member of the Management Board
Thank you, Rutger. And let me start with our key messages. In the first half of the year, we report positive organic revenue growth in our 3 segments and particularly in semicon. We also report an improved EBITDA margin in our 3 segments. And you can see the strong contribution of all the portfolio updates that we have done last year with our acquisition and

