Fincantieri SpA (CHIX:FCTm)

Q2 2025 Fincantieri SpA Earnings Call Transcript

Jul 30, 2025 / 01:00 PM GMT

Release Date Price: €16.16

Transcript

Key Points

Positve

Fincantieri SpA (FNCNF) reported a 24.3% year-on-year increase in revenues, reaching €4.576 billion, driven by strong performance across all segments, particularly shipbuilding.
EBITDA grew by 45.3% to €311 million, with an EBITDA margin improvement to 6.8%, showcasing significant profitability growth.
The company achieved a record order intake of €14.7 billion, with a book-to-bill ratio of 3.2 times revenues, indicating robust demand.
Fincantieri SpA (FNCNF) has a strong backlog of €57.7 billion, representing 7.1 times full-year 2024 revenues, providing visibility up to 2036.
The company is actively expanding its technological capabilities, particularly in the underwater domain, with strategic acquisitions and partnerships, enhancing its position as a leading technological integrator.

Negative

Despite the positive financial performance, Fincantieri SpA (FNCNF) operates in the heavy industry sector, which typically experiences slow growth rhythms.
The company's net debt remains high at €1.164 billion, although it has improved from previous levels.
There is uncertainty regarding the impact of potential rising aluminum and steel prices due to US tariffs, which could affect procurement costs.
The US Navy's review of its programs, including the constellation class, may delay new orders, impacting future revenue streams.
The infrastructure segment, while currently stable, is not a core business, and its future within the company's portfolio remains uncertain.

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

FCT.MI - Fincantieri SpA
Q2 2025 Fincantieri SpA Earnings Call
Jul 30, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. This is the Chorus call conference operator. Welcome and thank you for joining the Fincantiere first half 2025 results presentation conference call. As a reminder, all participants are in listen-only mode.

After the presentation, there will be an opportunity to ask questions by pressing and 1 at any time.

Should anyone need assistance during a conference call, they may signal an operator by pressing star and 0 on their telephone.

At this time, I would like to turn the conference over to Mr. Pierre Roberto Foiero, CEO and managing director. Please go ahead, sir.

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Unidentified_2 [2]
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