Fuchs SE (CHIX:FPE3d)
€ 46.34 (0%) Market Cap: 4.93 Bil Enterprise Value: 4.89 Bil PE Ratio: 14.00 PB Ratio: 2.16 GF Score: 89/100

Q1 2025 Fuchs Se Earnings Call Transcript

Apr 30, 2025 / 10:00 AM GMT
Release Date Price: €40.24

Key Points

Positve
  • Fuchs SE (FUPBY) reported a 5% year-over-year increase in sales, driven by both internal volume growth and external acquisitions.
  • The company achieved its best first quarter ever in terms of EBIT, despite challenging market conditions.
  • Fuchs SE (FUPBY) successfully integrated several acquisitions, including Bosch lubricants in Germany and Ico in the US, contributing to growth.
  • The company's strategic investments in local production facilities, particularly in China, have positioned it well against tariff impacts.
  • Free cash flow was slightly higher than the previous year, indicating strong cash conversion and financial health.
Negative
  • EBIT growth was slightly under proportionate to sales growth due to investments in securing large new contracts and acquisitions.
  • Functional costs increased, driven by one-time startup costs and marketing expenses, impacting profitability.
  • The Americas region experienced underwhelming operating leverage despite good top-line growth.
  • South America remains a challenging market due to economic instability in key countries like Brazil and Argentina.
  • The company faces uncertainty regarding raw material price developments and potential tariff impacts on supply chains.


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

FPE3_p.DE - Fuchs Se
Q1 2025 Fuchs Se Earnings Call
Apr 30, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello everybody. So this is Berman speaking on behalf of Fu E. I wish you a very warm welcome to today's conference call on the Q1 figures.

With me on the call today is Stephan Fuchs, our CEO, and Isabel Ad, our CFO. Stephan and Isabel will run you through the presentation in a second, and then we were going to have the Q&A session afterwards. All the documents you can find on the IR section of our homepage, having said this, I would like, oh like to hand over to Stefan. Stefan, please go ahead.

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Unidentified_2 [2]
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Thank you very much, Luz, and also a very warm
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