Soitec SA (SLOIY) Q2 2026 Earnings Call Transcript

Operator

Welcome to the Soitec Half Year Results 2025, 2026 Presentation. Today’s conference will be hosted by Pierre Barnabe, Chief Executive Officer; Albin Jacquemont, Chief Financial Officer; Steve Babureck, EVP, Chief Strategy Officer; and Alexandre Petovari, Head of Investor Relations.

[Operator Instructions]

Now I will hand the conference over to Pierre Barnabe to begin today’s conference. Please go ahead.

Pierre Barnabé
CEO & Director

Hi, everyone, and welcome to Soitec H1 ’26 Results Conference. I’m Pierre Barnabe, Soitec’s CEO, and I’m very pleased to be with you today as well as with Albin Jacquemont, our Chief Financial Officer; Steve Babureck, Chief Strategy Officer; and Alexandre Petovari, Head of Investor Relations.

Before we begin, please take a moment to read the disclaimer included in this presentation. We have a lot to cover today. But before we start the formal presentation, let me share a few words about the current fiscal year.

Fiscal year ’26 is a special year for Soitec. As you know, I have decided to leave the company at the end of March after 4 years, and I personally recruited Albin as our new CFO, giving him a clear mandate to strengthen our financial discipline and clean up our balance sheet. This job has already been done and done very well.

H1 ’26 reflects that discipline and the priorities we set