TKH Group NV (FRA:TWSA)
€ 44.9 -0.38 (-0.84%) Market Cap: 1.79 Bil Enterprise Value: 2.34 Bil PE Ratio: 18.83 PB Ratio: 1.97 GF Score: 74/100

Q2 2026 TKH Group NV Earnings Call Transcript

Aug 11, 2026 / 08:00AM GMT
J.M. Alexander van der Lof
TKH Group N.V. - Chairman of the Executive Board, Chief Executive Officer

Good morning everyone here in Amsterdam, the Okura Hotel for the presentation of the half year results. Also a warm welcome to everyone in the audience of the webcast.

Before I go to the -- I have to move this to the presentation I like to point out to the cautionary note regarding forward-looking statements.

We have nice key messages and we can start with the fact that we delivered strong results, a strong set of results both in the half year and especially in Q2 with an organic growth of 18% in turnover and 67.5% in result.

What we see is that vision technologies performed very well and electrification performed very well. Underlying performance is related to high market demand in vision technology, what we saw in automated machinery is that we are still impacted with a lower order intake and that has mainly to do with geopolitical circumstances and that led to postponement of orders. I have to mention that we have a very good pipeline of orders. And we are looking forward

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