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Signify N.V. (PHPPY) Analyst/Investor Day Transcript
SA Transcripts · 2026-06-24 · via All Articles on Seeking Alpha

Signify N.V. (PHPPY) Analyst/Investor Day June 23, 2026 3:00 AM EDT

Company Participants

Thelke Gerdes - Head of Investor Relations
A.C. Tempelman - CEO & Chair of Management Board
Michael Kuhne
Kraig Kasler
Sumit Joshi
Zeljko Kosanovic - CFO & Member of the Management Board

Conference Call Participants

Daniela Costa - Goldman Sachs Group, Inc., Research Division
Martin Wilkie - Citigroup Inc., Research Division
Danny van Doesburg
Akash Gupta - JPMorgan Chase & Co, Research Division
Marc Hesselink - ING Groep N.V., Research Division
Chase Coughlan - Kempen & Co. N.V., Research Division
Rajesh Patki - Barclays Bank PLC, Research Division
Wim Gille - ABN AMRO Bank N.V., Research Division
Frank Claassen - Banque Degroof Petercam S.A., Research Division
Adam Parr - Rothschild & Co Redburn, Research Division

Presentation

Thelke Gerdes
Head of Investor Relations

Good morning, ladies and gentlemen. Welcome to Signify's 2026 Capital Markets Day. Welcome to everyone here in Eindhoven and to everyone joining us online. Before we get started, I have a couple of housekeeping items. So -- and then I will walk you through the agenda for the day. So our press release, which contains the key elements of the Capital Markets Day was published this morning at 7:00. And the presentation is now available online for download from our Investor Relations website. A replay of the webcast will be made available as soon as possible after the event. We have an exciting agenda for you today.

We will kick off with a presentation of our CEO, -- As Tempelman, who will walk you through the strategy and portfolio review. This will be followed by a presentation by Michael Kuhne, who will provide a deep dive on the consumer business. We will then have a break. And after the break, we will start with the professional block. As will return to present the professional business, then invite Kraig Kasler, the President of Cooper Lighting to the stage to present