Q1 2026 Fuchs Se Earnings Call Transcript
Key Points
- Fuchs SE (FUPBY) reported a strong start to 2026 with organic growth accelerating and operational resilience demonstrated.
- Sales reached EUR934 million, a 1% year-over-year increase, driven by 5% organic growth despite significant currency headwinds.
- EBIT increased by 16% year-over-year to EUR125 million, marking a new quarterly record.
- Free cash flow before acquisitions improved significantly to EUR54 million, up EUR37 million from the previous year.
- The company achieved a 15% increase in earnings per share, reaching EUR0.68 per share.
- Currency headwinds had a negative impact of around 4% on sales, and these are expected to continue into Q2.
- Sales in North and South America declined by 6% due to significant depreciation of the US dollar.
- The company faces rising input costs due to high crude prices and logistic costs, impacting base oil prices.
- Fuchs SE (FUPBY) is cautious about taking on new business due to supply chain pressures and prioritizes existing customers.
- The guidance for EBIT remains unchanged at EUR450 million, indicating potential challenges in offsetting raw material inflation with price increases.
Good afternoon, ladies and gentlemen. This is Andreas Schaller speaking. On behalf of FUCHS SE, I wish you a very warm welcome to today's conference call and the results of the first quarter 2026.
With me on the call today is our CEO, Stefan Fuchs; and our CFO, Esma Saglik; and the IR team with Theresa Landau and Maximilian Seidel. Maximilian is the successor of Niclas and is with us since two weeks now. So also a warm welcome to the conference call Maximilian. We are very happy to have you with us.
Thank you very much.
As always, Esma and Stefan will run you through the presentation, which is then followed by a Q&A session. All the documents for this call are available on our homepage, and we assume that you have them in front of you. Please be also aware of our disclaimer on page 2 of our presentation.
And now it's my
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