Call Transcript

• Banco BBVA Argentina held its second-quarter 2026 earnings conference call on Friday to discuss financial performance and asset quality. • The bank reported a non-performing loan ratio of 6.09%, which is an increase of 49 basis points during the quarter. • This ratio remains lower than the broader financial system ratio of 7.22% recorded at the end of June.

• EL.En. reported a jump in profit for the first half of 2026, contributing to a 7% increase in its stock price. • Executives expect the second half of the year to be extremely strong due to medical division growth, industrial performance, and a recovery in Italy. • The company plans to close the divestiture, or sale, of its laser cutting business by the end of 2026, likely between October and December.

• Eurowag reported growth for the first half of 2026 driven by an increase in platform usage. • The company is shifting toward indirect sales and digital onboarding to reduce the cost of acquiring every new customer. • This transition to digital tools aims to lower operational expenses while providing mutual cost benefits for both the company and its clients.

• SigmaRoc shares rose 12.6% following the release of its H1 2026 earnings report showing profit growth. • The company added 64 million tons of high-grade reserves to its Gotland quarry in Sweden and is launching a Belgium aggregates plant with a 2 million ton annual capacity. • The upcoming acquisition of Dolomitas, expected to close by late Q3 or Q4 2026, is projected to immediately increase the company's earnings.

• Aedifica reported strong growth for the first half of 2026, driven largely by its strategic merger with Cofinimmo. • While the company achieved positive earnings growth and synergy progress, it is now managing a significantly higher debt load following the merger. • The results are tempered by ongoing regulatory pressures in key markets, particularly in Belgium, which has limited the stock's price movement.

• Engineers India reported stronger profits for the first quarter of 2026, as detailed in their latest earnings call transcript. • The company's stock has performed strongly over the past year, delivering a total return of 47% with a low beta of 0.56, indicating lower volatility than the general market. • Financial health remains robust, with the firm maintaining more cash than debt on its balance sheet and a track record of strong five-year returns.

• Tata Motors reported a decline in profits for the first quarter of 2026, despite a significant surge in electric vehicle (EV) adoption within the Indian market. • CFO Dhiman Gupta addressed investor inquiries regarding the company's strategic marketing efforts and roadshows for the upcoming Type 01 model. • The results highlight a complex financial period where growth in the green energy sector is being offset by other operational pressures or costs.