Gates Industrial Corporation plc (GTES) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript

Core Viewpoint - The company is experiencing growth in several major markets, indicating potential for stronger performance in 2026, despite a conservative forecast of 1% to 4% organic growth [1][2]. Group 1: Market Performance - Four out of seven major markets are showing growth, with personal mobility and data centers being significant drivers [1]. - Only one market is experiencing a modest decline, suggesting overall positive market sentiment [1]. Group 2: Historical Context - The last couple of years (2024 and 2025) saw initial positive trends in PMI and shifting sentiment, but these were followed by challenges that hindered sustained growth [2].