AAK AB (publ.) (ARHUF) Q2 2026 Earnings Call Transcript

AAK AB (publ.) (ARHUF) Q2 2026 Earnings Call July 17, 2026 4:00 AM EDTCompany ParticipantsJohan Westman - President & CEONiall Sands - President of...

Company Participants Johan Westman - President & CEO Niall Sands - President of Commercial Development, Innovation & Plant-based Foods and VP Tomas Bergendahl - VP & CFO Conference Call Participants Benjamin Wahlstedt - ABG Sundal Collier Holding ASA, Research Division Johan Fred - SEB, Research Division Setu Sharda - Barclays Bank PLC, Research Division Erik Sandstedt - Kepler Cheuvreux, Research Division Matthew Yates - BofA Securities, Research Division Matthew Abraham - Joh. Berenberg, Gossler & Co. KG, Research Division Yuan Lim - BNP Paribas, Research Division Oskar Lindström - Danske Bank A/S, Research Division Victor Hansen - DNB Carnegie, Research Division Presentation Operator Welcome to the AAK Q2 2026 Report Presentation.

[Operator Instructions] Today's event will last for 45 minutes. Now I will hand the conference over to the speakers, CEO, Johan Westman, and CFO, Tomas Bergendahl.

Please go ahead. Johan Westman President & CEO Thank you. Good morning, everyone, and thank you for joining us for today's call and also for your interest in AAK.

With me today to review our second quarter results is our CFO, Tomas Bergendahl. Also joining us for today's call is Niall Sands, President, Commercial Development and Innovation, and a member of our Executive Committee. Niall is here to share additional perspective on our commercial development and innovation agenda as well as the role of our cocoa and confectionery fat solutions in the current market environment.

Good to have both of you with me on the call. With that, please turn to Page number 2. We will cover quarterly highlights, selected events and a business and financial update followed by concluding remarks.

The presentation is scheduled for 45 minutes in total, including a Q&A session at the end. Page #3. As usual, a bit about the forward-looking statements.

This presentation includes forward-looking statements that come with risks and

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