Half Year 2023 VAT Group AG Earnings Call Transcript - Thomson StreetEvents

Half Year 2023 VAT Group AG Earnings Call Transcript

Half Year 2023 VAT Group AG Earnings Call Transcript - Thomson StreetEvents
Half Year 2023 VAT Group AG Earnings Call Transcript
Published Jul 27, 2023
Published Jul 27, 2023
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of VACN.S earnings conference call or presentation 27-Jul-23 9:00am GMT

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
VAT Group AG
Ticker
VACN.S
Time
9:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Timm Nikolaus Schulze-Melander - Redburn (Europe) Limited, Research Division - Analyst : The first one was just on Semi segment orders. In rough numbers, they improved from CHF 60 million in Q1 to CHF 80 million in Q2. Could you maybe just give us a little bit of color what was the contribution from a drop-off in cancellation activity? And what would be the underlying improvement net of cancellations, please? And then I have a follow-up.

Question: Timm Nikolaus Schulze-Melander - Redburn (Europe) Limited, Research Division - Analyst : Great. The follow-up, I think more for Fabian is just to make sure I understood correctly. I think in your prepared remarks, you made 2 comments, which relate to currency. I think you talked about the impact on profitability being 110 basis points year-on-year. And I think you also talked about currency hedging being reported under other income with a gain of, I think, CHF 7.4 million. Did I understand both of those base points correctly? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JULY 27, 2023 / 9:00AM, VACN.S - Half Year 2023 VAT Group AG Earnings Call

Table Of Contents

Q1 2025 VAT Group AG Trading Statement Call Transcript – 2025-04-17 – US$ 54.00 – Edited Transcript of VACN.S sales update conference call or presentation 17-Apr-25 8:00am GMT

Full Year 2024 VAT Group AG Earnings Call Transcript – 2025-03-04 – US$ 54.00 – Edited Transcript of VACN.S earnings conference call or presentation 4-Mar-25 10:00am GMT

Half Year 2024 VAT Group AG Earnings Call Transcript – 2024-07-18 – US$ 54.00 – Edited Transcript of VACN.S earnings conference call or presentation 18-Jul-24 9:00am GMT

Q3 2023 VAT Group AG Trading Statement Call Transcript – 2023-10-12 – US$ 54.00 – Edited Transcript of VACN.S sales update conference call or presentation 12-Oct-23 8:00am GMT

Q1 2023 VAT Group AG Trading Statement Call Transcript – 2023-04-13 – US$ 54.00 – Edited Transcript of VACN.S sales update conference call or presentation 13-Apr-23 8:00am GMT

Full Year 2022 VAT Group AG Earnings Call Transcript – 2023-03-02 – US$ 54.00 – Edited Transcript of VACN.S earnings conference call or presentation 2-Mar-23 10:00am GMT

VAT Group AG Capital Markets Day 2022 Transcript – 2022-12-02 – US$ 54.00 – Edited Transcript of VACN.S corporate analyst meeting</ 2-Dec-22 9:00am GMT

Q3 2022 VAT Group AG Trading Statement Call Transcript – 2022-10-13 – US$ 54.00 – Edited Transcript of VACN.S sales update conference call or presentation 13-Oct-22 8:00am GMT

Half Year 2022 VAT Group AG Earnings Call Transcript – 2022-08-04 – US$ 54.00 – Edited Transcript of VACN.S earnings conference call or presentation 4-Aug-22 8:00am GMT

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MLA:
Thomson StreetEvents. "Half Year 2023 VAT Group AG Earnings Call Transcript" Jul 27, 2023. Alacra Store. May 02, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Half-Year-2023-VAT-Group-AG-Earnings-Call-T15668795>
  
APA:
Thomson StreetEvents. (2023). Half Year 2023 VAT Group AG Earnings Call Transcript Jul 27, 2023. New York, NY: Alacra Store. Retrieved May 02, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Half-Year-2023-VAT-Group-AG-Earnings-Call-T15668795>
  
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