Half Year 2026 SIG Group AG Earnings Call Transcript
Key Points
- Revenue increased by 0.8% at constant currency, with Aseptic Carton growing by 1.6%.
- Adjusted EBIT margin improved by 80 basis points to 15.6%, showcasing enhanced profitability.
- Free cash flow improved significantly by more than CHF100 million, turning to negative CHF32 million.
- Return on capital employed increased to 25%, reflecting stronger profitability and past impairments.
- The Americas region delivered strong growth, with revenue increasing by 4.4% in the first half.
- Challenging market conditions persisted, including geopolitical uncertainty and higher raw material costs.
- Revenue in Europe declined by 3.1% at constant currency, affected by soft demand in ambient markets.
- Adjusted EBIT margin in Asia Pacific declined due to foreign exchange effects and price pressure.
- Bag-in-Box and Spouted Pouch segments faced revenue pressure due to softer demand.
- Uncertainty remains around freight and raw material costs, particularly due to Middle East developments.
Ladies and gentlemen, welcome to the SIG H1 2026 results conference call and live webcast. I am Matilda, the chorus call operator. (Operator Instructions) and the conference is being recorded. The presentation will be followed by a Q&A session. (Operator Instructions)
The conference must not be recorded for publication or broadcast. At this time, it's my pleasure to hand over to Christoph Ladner, Director, Investor Relations. Please go ahead.
Thank you, Mathilde. Good morning, everyone, and welcome to SIG's half year conference call. I'm Christoph Ladner, Head of Investor Relations. Hosting the call with me today are our CEO, Mikko Keto, and our CFO, Ann-Kristin Erkens. In today's conference call, we will refer to the presentation that is available for download on our website.
As always, I would like to draw your attention to the disclaimer and cautionary statement on slide number 2. The call may contain forward-looking statements containing risks and uncertainties. These statements
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