Half Year 2025 Bossard Holding AG Earnings Call Transcript
Key Points
- Bossard Holding AG (XSWX:BOSN) achieved a 7.6% increase in sales in the first half of 2025, reaching CHF547.9 million, despite challenging market conditions.
- The company benefited from strong demand in Asia, particularly in India and Malaysia, driven by geopolitical shifts and nearshoring trends.
- Successful acquisitions in Europe contributed to satisfactory growth, with the acquisition of Ferdinand Gross adding EUR80 million in annual sales.
- Bossard's Smart Factory system services are being implemented globally, enhancing customer relationships and market differentiation.
- The company is focusing on growth verticals such as aerospace, railway, and electronics, which are expected to grow above market average.
- Bossard Holding AG (XSWX:BOSN) faced a sales decline in America, with an 11.4% decrease in sales in the first half of 2025.
- The appreciation of the Swiss franc negatively impacted sales development by 2.3%, with a significant impact in the second quarter.
- Organic sales declined slightly by 1.3%, and the adjusted gross profit margin decreased due to purchase price allocation effects.
- The company's net debt increased from CHF239 million to CHF347 million, exceeding the conservative long-term funding ratio.
- Tariff impacts in the US are expected to lead to significant cost increases, with price increases to customers ranging from 10% to 30%.
Ladies and gentlemen, welcome to the Bossard Group presentation of Bossard's semi-annual results 2025 conference call. I am Sergen, the Chorus Call operator. (Operator Instructions)
At this time, it's my pleasure to turn over to Dr. Daniel Bossard. Please go ahead.
Thank you very much, and welcome to the semi-annual results webcast 2025. Today, we would like to provide you an overview of the highlights 2025. Stephan Zehnder will give you an overview on the financials before I will continue with the Strategy 200 progress, a little bit of insight into the US tariff impacts, and finally with a focus on 2025, followed then by a Q&A session.
So I'm happy to start with highlights 2025. Basically, we have two areas: one is the overall market developments and then what happens within Bossard. So on the market developments side, you have all heard and seen the challenging market environment with ongoing geopolitical and economic uncertainties. We
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