Half Year 2025 DEME Group NV Earnings Call Transcript

Aug 26, 2025 / 07:00 AM GMT

Release Date Price: €131.4

Transcript

Key Points

Positve

Deme Group NV (XBRU:DEME) achieved record profitability in the first half of 2025, with a turnover growth of 10%, surpassing the €2 billion mark.
The offshore energy segment was a standout performer, with revenue rising 27% year over year due to strong demand and effective project execution.
The company's EBITDA margin improved significantly to almost 22%, up from 18% in the first half of 2024.
Net profit increased to €179 million, up from €141 million a year ago, showcasing strong financial performance.
The acquisition of Hafram, a Norwegian offshore wind contractor, strengthens Deme Group NV's offshore wind footprint and expands its turbine and foundation installation capabilities.

Negative

The order book slightly decreased to €7.5 billion from €7.6 billion last year, indicating potential challenges in maintaining order intake levels.
The dredging and infra segment experienced a small reduction in turnover and profitability due to lower fleet utilization and adverse results on a large marine infrastructure project.
The environmental segment's turnover decreased due to project phasing, despite maintaining solid execution.
The net financial result was negative at €-9 million, compared to a positive €30 million in the same period last year, primarily due to exchange rate differences.
The company reported a negative free cash flow of €-440 million, largely impacted by the Hafram acquisition and increased profitability not fully offsetting expenditures.

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

DEME.BR - DEME Group NV
Half Year 2025 DEME Group NV Earnings Call
Aug 26, 2025 / 07:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning ladies and gentlemen. I am Carl von Bse, head of investor relations at Day, and it is my pleasure to welcome you to Dey's half-year analyst and Investor Earnings call and our webcast.

Joining me today are Demi's chief executive, Mr. Luke van den Wilke, and our CFO, Mr. Steyn Giton. Both Luke and Steyn will take you through the presentation, which will be visible on screen during the webcast and also accessible on Demme's investor portal.

Slide 2 briefly outlines the agenda. Lu will kick off with the executive summary, after which both Stein and Luke will further elaborate on the group financial results for the half year, the performance of our four segments, they miss progress in the domain, and then Luke will

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.