Reunert Ltd (FRA:REU1)

Half Year 2025 Reunert Ltd Earnings Call Transcript

May 29, 2025 / 10:59 AM GMT

Release Date Price: €2.84 (-0.70%)

Transcript

Key Points

Positve

Reunert Ltd (FRA:REU1) maintained a strong balance sheet with significant banking facilities and positive cash generation capacity.
The solar energy business experienced good growth in profitability, contributing positively to the group's performance.
The defense cluster's growth projections continue to strengthen, with an increased order book and improved international strategic positioning.
The ICT segment delivered a solid set of results, with revenue increasing slightly and operating profit improving.
Reunert Ltd (FRA:REU1) has successfully merged Plus One X and IQ Business, creating a leading South African digital integration company.

Negative

The group's revenue from continuing operations decreased by 5%, and profit after tax decreased by 19% due to challenging macroeconomic conditions.
The applied electronics segment underperformed, with a significant revenue decline due to the deferment of a key fuse contract.
The battery storage market faced very weak conditions, leading to the sale of Blue Nova Energy and its classification as a discontinued operation.
The electrical engineering segment's operating profit declined by 6% due to a slow start to infrastructure investment in South Africa.
The group faced a net 69 million rand difference in non-recurring COVID-19 insurance payments between the two periods, impacting profitability.

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

RLOJ.J - Reunert Ltd
Half Year 2025 Reunert Ltd Earnings Call
May 29, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and welcome to Royit's interim results presentation for the period ended 31 March 2025.

I'm Alan Dixon, the group chief executive, and joining me today for the first time is Mark Catherine, who was appointed as Roy's group CFO with effect from the 1st of April.

Mark replaces Nick Thompson, who reaches retirement age this year and will retire on the 30th of September.

Nick remains a director of Runit and is actively working with Mark to ensure a smooth and efficient transition.

We welcome Mark and look forward to his contribution and extend a sincere thanks to Nick for his significant contribution to Roy through his almost 10 years as group CFO.

Mark and I will be

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