Carl Zeiss Meditec AG (CHIX:AFXd)
€ 50.58 (0%) Market Cap: 4.49 Bil Enterprise Value: 4.60 Bil PE Ratio: 28.30 PB Ratio: 2.11 GF Score: 86/100
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Q2 2025 Carl Zeiss Meditec AG Earnings Call Transcript

May 13, 2025 / 05:00 AM GMT
Release Date Price: €63.4

Key Points

Positve
  • Carl Zeiss Meditec AG (CZMWF) reported a robust revenue growth of 10.9% in the first six months of 2025, with Q2 revenue growing by 19%.
  • The company achieved a significant milestone with recurring revenue now making up 50% of total revenue for the first time in its history.
  • Strong order entry was observed, with a 33.4% increase in orders, indicating a positive trend for future revenue.
  • The company maintained a stable order backlog of 385.4 million, providing a solid foundation for future growth.
  • The launch of the VisoMax 800 in China has been well-received, signaling strong customer excitement and potential for increased sales in the region.
Negative
  • The EBITA margin decreased to 10.8% from last year's 12%, indicating pressure on profitability.
  • Net income declined significantly from €84 million to €61 million, and earnings per share dropped by 26% compared to last year.
  • The company faces challenges from US tariffs, which could impact competitiveness and pricing strategies.
  • There is continued uncertainty in the global macroeconomic environment, particularly with US trade tariffs and currency risks.
  • Operating cash flow decreased significantly to €9 million from €60 million last year, mainly due to weaker operating results and increased account receivables.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AFXG.DE - Carl Zeiss Meditec AG
Q2 2025 Carl Zeiss Meditec AG Earnings Call
May 13, 2025 / 05:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello ladies and gentlemen, and welcome to the Cars Medtech AG analyst Conference for the 6 month 2025 results.

At this time, all participants have been placed on a listen-only mode. The floor will be open for questions following the presentation.

Let me now turn the floor over to your host Sebastian Friedrich, head of investor relations.

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Unidentified_2 [2]
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Welcome, everybody. Thanks for joining the call on our 6 month results. With me as usual, our President and CEO Dr. Marcus Weber and our CFO Jo Weber, and they will take you
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