Half Year 2025 Accelleron Industries AG Earnings Call Transcript
Key Points
- Accelleron Industries AG (ACLIF) achieved high revenue growth of over 20% year-on-year, reaching USD 608 million in the first half of 2025.
- The operational EBITA increased by almost 21% to USD 155 million, with a corresponding EBITA margin increase to 25.5%.
- Net income grew by nearly 30% to USD 115 million, and free cash flow conversion improved significantly to 70% from 34% in the previous year.
- The Product business saw substantial growth, with a more than 35% increase, surpassing the Service business growth in absolute dollars.
- Accelleron Industries AG (ACLIF) gained market share in turbochargers, particularly in the merchant marine and data center sectors, driving impressive revenue growth.
- The new 39% US tariff on Swiss goods, effective since August 7, 2025, is expected to impact Accelleron Industries AG (ACLIF)'s EBITA margin in the second half of the year.
- Operational EBITA margin was slightly affected by strategic investments and additional costs along the value chain.
- The company anticipates a potential impact on profitability due to the increased US tariffs, leading to a lowered operational EBITA margin corridor by 100 basis points.
- Accelleron Industries AG (ACLIF) faces challenges in meeting high market demand for advanced dual fuel systems due to current capacity limitations.
- The ramp-up of new capacities and strategic investments may continue to pose a headwind to operational leverage in the near term.
Hello, everyone, and a warm welcome to the Accelleron half year results 2025 investor and media webcast. Thank you for joining us today. Today, we'll walk you through our performance in the first six months of 2025, provide a detailed financial review and share our updated outlook for the remainder of the year. We'll also discuss how we are navigating current geopolitical challenges, including the new US tariff on Swiss goods and how our strategic investments are positioning us for the long-term growth.
Before we dive into the results, please take a note to the safe harbor statement.
This presentation contains forward-looking statements based on current expectations and assumptions. These statements are, of course, subject to risks and uncertainties. All figures presented today are in US dollars and prepared according to US GAAP.
For definition of non-GAAP financial measures, please refer to our Investor website. The link is also provided in the presentation. After the presentation of Daniel and Adrian,
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