Bechtle AG (CHIX:BC8d)

€ 38.09 (0%) Market Cap: 4.85 Bil Enterprise Value: 4.94 Bil PE Ratio: 22.01 PB Ratio: 2.55 GF Score: 89/100

Q1 2025 Bechtle AG Earnings Call Transcript

May 9, 2025 / 06:30 AM GMT

Release Date Price: €37.52

Transcript

Key Points

Positve

Bechtle AG (BECTY) reported a slight increase in business volume, indicating some growth despite challenging conditions.
The company has reached a historic high in framework agreements with public sector clients, suggesting strong future potential in this segment.
Bechtle AG (BECTY) continues to see positive trends in individual international markets, which could contribute to future growth.
The liquidity situation remains very comfortable, with total liquidity, including time deposits and securities, amounting to €616 million.
The company successfully reduced trade receivables, reflecting effective receivables management and contributing to cash inflows.

Negative

The first quarter of 2025 saw subdued top-line development, falling short of expectations.
Personnel costs rose by approximately €18 million, putting significant pressure on earnings.
Lower bonus payments from partners compared to the previous year negatively impacted earnings.
Depreciation and amortization increased by €6 million, partly due to acquisitions and ongoing investments.
The company's earnings performance in Q1 was unsatisfactory, with no improvement expected in the first half of 2025.

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

BC8G.DE - Bechtle AG
Q1 2025 Bechtle AG Earnings Call
May 09, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome ladies and gentlemen, to our analysts conference covering the first quarter of the current financial year 2025 at Bechle AG.

Thank you very much for your interest.

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