Verbio SE (CHIX:VBKd)
€ 12.77 (0%) Market Cap: 779.88 Mil Enterprise Value: 959.91 Mil PE Ratio: 0 PB Ratio: 0.89 GF Score: 72/100

Half Year 2025 Verbio SE Earnings Call Transcript

Feb 12, 2025 / 01:00 PM GMT
Release Date Price: €15.29

Key Points

Positve
  • Verbio SE (VBVBF) reported record production volumes, particularly in ethanol, driven by better utilization across all regions.
  • The company is making significant progress on its Enoussis plant in Bitterfeld, which will produce renewable molecules for the chemical industry starting in 2026.
  • Despite challenging market conditions, Verbio SE (VBVBF) delivered a strong second quarter, with notable performance in the BUD segment.
  • The company is focusing on operational excellence, resulting in improved cross-margin performance year over year.
  • Verbio SE (VBVBF) maintains a strong equity ratio close to 65%, indicating financial stability.
Negative
  • The startup of the ethanol plant in Nevada faced equipment malfunctions, causing delays and impacting financial performance.
  • The recovery of the greenhouse gas market is slower than anticipated, affecting revenue from greenhouse gas credits.
  • Oversupply of greenhouse gas credits due to fraudulent products has created challenging operating conditions in the German market.
  • The company had to revise its EBITDA guidance downward due to market challenges and technical issues at the Nevada plant.
  • Lower than expected greenhouse gas quota prices and weak ethanol margins in the US are impacting overall profitability.


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

VBKG.DE - Verbio SE
Half Year 2025 Verbio SE Earnings Call
Feb 12, 2025 / 01:00PM GMT

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Presentation
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Good afternoon everyone, and a warm welcome to the Verbio earnings call for the first half of the fiscal year 2024 and 25. Today's speakers are Klaus Zauer, CEO of Verbio, and Olafurba, CFO of the company.

They will walk us through the company's performance of the first half of the fiscal year, touching on key milestones, market trends, and strategic initiatives.

But before we dive in, a quick housekeeping note.

The conference is being recorded and all participants are in a listen-only mode. If you have questions, please submit them using the chatbox, and we will address them in the Q&A session after the presentation.

Please make sure to preface each question with your name and the name of your company in
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