Q3 2025 Fuchs Se Earnings Call Transcript

Oct 31, 2025 / 11:00 AM GMT

Key Points

Positve
  • Fuchs SE (FUPBY) experienced a strong recovery in Q3 after a challenging Q2, with sales rising by 1% to 2.7 billion.
  • The company achieved organic growth and growth through acquisitions, particularly in North America and Asia, with China showing excellent results.
  • Free cash flow was solid at 181 million, and the company confirmed its 2025 outlook.
  • The gross margin improved to 34.9%, indicating better profitability compared to the previous year.
  • Fuchs SE (FUPBY) has implemented cost control measures that have started to show positive effects in Q3.
Negative
  • The economic environment remains challenging, especially in Europe, with weak demand and market uncertainty.
  • Currency effects had a negative impact of 51 million, primarily due to the stronger EUR against the US and Australian dollars and the Chinese RMB.
  • Despite growth, profitability after 9 months was 2% below the prior year, reaching 326 million.
  • Functional costs increased due to recent acquisitions, inflationary cost increases, and one-time investments.
  • Net liquidity was reduced to 30 million due to dividend payments and acquisitions, despite solid operating cash flow.


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E D I T E D V E R S I O N

FPE3_p.DE - Fuchs Se
Q3 2025 Fuchs Se Earnings Call
Oct 31, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Dear ladies and gentlemen, welcome to the 3rd quarter Resorts 2025 analyst conference call of FO SE. This conference will be recorded as a reminder, all participants will be in a listen-only mode. After the presentation, there'll be an opportunity for analysts of FO to ask questions. May I now hand over to Andrea Shala, head of investor relations at FOSE, who will start the meeting today. Please go ahead.

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Unidentified_2 [2]
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Yeah, thank you, Sharon. Good afternoon, ladies and gentlemen. This is Andrea Schaller speaking on behalf of HOCSSE. I wish you a very warm welcome to
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