Half Year 2025 Valeo SE Earnings Call Transcript

Jul 24, 2025 / 04:00 PM GMT

Release Date Price: €5.05 (+7.45%)

Transcript

Key Points

Positve

Valeo SA (VLEEF) reported a 1% increase in sales on a like-for-like basis, reaching €11.1 billion.
The company's EBITDA margin improved by 0.8 percentage points to 12.4%, indicating better profitability.
Operating margin increased by 0.8 percentage points to 4.0%, reflecting effective cost control measures.
Free cash flow reached €121 million, a significant improvement of €277 million compared to the previous year.
The company successfully completed the sale of its thermal commercial vehicle business as part of its asset disposal program.

Negative

OEM sales were down 1% like-for-like, largely impacted by low activity in high voltage powertrain sales.
The company experienced a 7-point underperformance in China, primarily due to an unfavorable customer mix.
High voltage powertrain sales were significantly low, at only 43% of the previous year's level.
Forex had a negative impact of 1.2 points on sales, affecting overall financial performance.
The company had to recognize €134 million in restructuring charges, impacting net income.

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

VLOF.PA - Valeo SE
Half Year 2025 Valeo SE Earnings Call
Jul 24, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good evening, everyone.

Thank you for attending Vallio's 2024 1st semester results video conference. We spend one hour together, around 20 minutes of joint presentation with Valio CFO Eduardo Pirre, followed by a QNA session.

In H1, we continue to improve profitability and cash generation. Our H1 margins and free cash flow are aligned with our full guidance.

We achieved this thanks to a strict control of our cost and our cash in a low market context.

Our sales reached â¬11.1 billion up 1% compared to H123 on a like for like basis.

Our ABDA reached 12.4%, which is up 0.8 points.

And our operating margin is at 4.0%, also up 0.8 points compared to H123.

And last but not least, our free

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