Schaeffler AG (SFFLY) Shareholder/Analyst Call Transcript

SA Transcripts159.3K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Schaeffler AG (SFFLY) Shareholder/Analyst Call April 15, 2026 2:30 AM EDT Company Participants Heiko Eber - Head of Investor Relations (IR) Conference Call Participants Christoph Laskawi - Deutsche Bank AG, Research DivisionHorst Schneider - BofA Securities, Research DivisionVanessa Jeffriess - Jefferies LLC, Research DivisionRoss MacDonald - Citigroup Inc., Research DivisionSanjay Bhagwani - Citigroup Inc., Research DivisionTobias Willems - Landesbank Baden-Wurttemberg, Research Division Presentation Operator Ladies and gentlemen, welcome to the Schaeffler AG Pre-Close Call Q1 2026. I'm Sargen, the Chorus Call operator. [Operator Instructions] The conference must not be recorded for publication or broadcast. At this time, it's my pleasure to hand over to Heiko Eber, Head of Investor Relations. Please go ahead, sir. Heiko EberHead of Investor Relations (IR) Thank you very much. Good morning, ladies and gentlemen. I'm very happy to welcome you to our today's pre-close call on the quarter 1 2026. Now before we move to the content of today's call, I'm sure that, as usual, you have all taken notice of the well-known disclaimer. Please note that this release and all the information herein is still unaudited and that our next quiet period will start today after this call. We are holding this call to remind you of relevant public information previously provided by Schaeffler or otherwise available in the market, which may be helpful in assessing the company's financial performance ahead of the Q1 2026 results on May 5. Looking at the agenda, as usual, I will guide you through the key messages and give some more clarity on our divisions. And as usual, you will have the opportunity to ask questions after our short presentation. So Slide #3. Before we actually jump into the key aspects of Q1 2026, please let me upfront share some key messages around the Middle East conflict since