Nexans (CHIX:NEXp)

€ 118.3 +2.75 (+2.38%) Market Cap: 5.20 Bil Enterprise Value: 5.90 Bil PE Ratio: 19.04 PB Ratio: 2.84 GF Score: 74/100

Q1 2025 Nexans SA Earnings Call Transcript

Apr 30, 2025 / 07:00AM GMT

Release Date Price: €96.4 (+11.41%)

Transcript

Key Points

Positve

Nexans (NEXNY) reported a strong start to 2025 with a 4.1% organic growth, reaching EUR 1.8 billion in Q1.
The electrification business, particularly power transmission, showed robust growth with a 21.7% increase in Q1.
The company secured a significant order from the ERT frame agreement, valued above EUR 1 billion.
Successful integration of La Triveneta Cavi is delivering expected synergies, contributing positively to performance.
Nexans (NEXNY) is on track with its transformation program, aiming to become a pure player in electrification, supported by strategic divestments like Linio.

Negative

The non-electrification segment experienced a slow start due to challenges in the automation and railway markets.
There is a phasing effect impacting the power grid segment, particularly in Europe, which may affect short-term growth.
The company faces potential risks from geopolitical events affecting projects like the GSI interconnector.
Nexans (NEXNY) is exposed to market fluctuations in Europe, with lower demand impacting segments like Power Connect.
The potential cancellation of US offshore wind projects like Empire Wind 1 could impact financial performance, though mitigated by termination fees.

Operator

Ladies and gentlemen, good morning, and welcome to Nexans First Quarter 2025 Information Conference Call. Please note, this conference is being recorded. (Operator Instructions)

Now I would like to turn the call over to your host for today's conference call, Mr. Christopher Guerin, Nexans CEO. Please go ahead, sir.

Christopher Guerin

Nexans SA - Chief Executive Officer, Member of the Executive Committee

Thank you. Good morning, ladies and gentlemen, and thank you for joining us today. This is Chris Guerin CEO of Nexans. With me, Jean-Christophe Juillard, Deputy CEO and CFO; and of course, the Audrey Bourgeois, Investor Relations team. I will turn you over to Audrey that will go to conference call.

Audrey Bourgeois

Nexans SA - Vice President - Investor Relations

Thank you, Chris. I would like to remind participants that statements made during the conference call, which are not historical facts, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 Readers

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