voestalpine AG (FRA:VASS)

Q1 2027 voestalpine AG Earnings Call Transcript

Aug 5, 2026 / 12:00 PM GMT

Release Date Price: €9.45 (+3.28%)

Transcript

Key Points

Positve

voestalpine AG (VLPNY) achieved solid earnings and free cash flow in a difficult environment, supported by its robust strategy.
The company's Greentech Steel project is on time and on budget, with the first electric arc furnaces set to ramp up in 2027, reducing CO2 emissions by 30% by 2029.
voestalpine AG (VLPNY) secured long-term contracts, including a 10-year deal with Canadian National Railway and the Rail Baltica contract, strengthening its railway systems business.
The flat steel division gained market share in the automotive industry due to strong quality and logistics performance, contributing to a very good performance.
The company's reorganization and portfolio optimization efforts are on track, with significant cost savings already realized, including a reduction of over 900 employees year-on-year.
voestalpine AG (VLPNY) expects positive results from the EU safeguard measures and CBAM, with price increases anticipated in the second half of the year.
The balance sheet remains solid with reduced net debt, providing room for strategic growth, particularly in railway systems and aerospace.

Negative

voestalpine AG (VLPNY) faces ongoing trade-related uncertainties, particularly from US tariffs, which have disrupted markets and impacted the tubulars business.
The automotive components business is challenged by weak demand from European OEMs, requiring additional restructuring measures.
The company's tubulars and heavy plate businesses are suffering from project delays due to the conflict in the Middle East, with limited visibility on when conditions will improve.
Customer inventories in the European steel market are elevated due to pre-ordering ahead of safeguard measures, which may take until autumn to normalize.
voestalpine AG (VLPNY) continues to incur restructuring costs, with 16 million euros booked in the first quarter, and faces headwinds in construction and mechanical engineering markets.
The high-performance metals division is experiencing subdued tooling markets in Europe and North America, although partially offset by strong aerospace demand.
The company's guidance for EBITDA remains unchanged at 1.6 to 1.85 billion euros, reflecting persistent uncertainty and mixed market conditions.

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

VOES.VI - voestalpine AG
Q1 2027 voestalpine AG Earnings Call
Aug 05, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the first ALPINA publication first quarter business year 2026-27 conference call.

I am Sergun, the course call operator.

I would like to remind you that all participants will be in listen-only mode and the conference being recorded.

The presentation will be followed by a Q&A session. You can register for questions at any time by pressing star and one on your telephone.

Operator assistance, please press *0. The conference must not be recorded for publication or broadcast.

At this time, it's my pleasure to hand over to Dino Malkic, Adolf IR. Please go ahead, sir.

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