Half Year 2026 EuroTeleSites AG Earnings Call Transcript
Key Points
- EuroTeleSites AG (WBO:ETS) reported a significant revenue increase of 7.8% for the first half of 2026 compared to the same period in 2025.
- The company achieved over 30% growth in third-party revenue, highlighting strong performance in this segment.
- EuroTeleSites AG successfully completed a customer project worth EUR2.4 million in the first half of 2026.
- The company received a credit rating upgrade from Fitch, moving from BBB- to BBB, and Moody's improved its outlook from stable to positive.
- EBITDA increased by 8.9% in Q2 2026 compared to Q2 2025, demonstrating effective cost management and operational efficiency.
- CapEx utilization is behind schedule for the first half of 2026, although it is expected to catch up in the latter half of the year.
- Despite solid financial performance, EuroTeleSites AG's share price remains stable with a slight negative trend, reflecting broader industry challenges.
- The company has no plans to pay dividends in 2026, focusing instead on deleveraging and reinvestment.
- EuroTeleSites AG faces low liquidity and a small free float, which may impact investor interest and stock performance.
- The company is still reliant on services from its parent company, A1, which may limit operational independence.
Good morning, everyone, from the headquarter of EuroTeleSites. Today, we are here to discuss the Q2 and half year results, and I'm here with Ivo and Lars, who will guide you through the presentation. (Event Instructions)
Just one information up from also here. This is the last conference call for this year, because as you know, we will have the next conference call in 2027. But of course, as you know, we will publish all the information which you are used to get in the same condition as we have it. And this will take place, of course, in October.
With that introduction, I would like to hand over to Ivo to give us the first highlights.
Thank you, Moritz. Good morning from my side, and thank you for joining on this call. We're very pleased to report that the first half of 2026, we have delivered solid numbers. You are seeing on the screen that revenues were much higher than predicted. And then if we adjust those numbers
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