Koenig & Bauer AG (LTS:0G15)

Q3 2025 Koenig & Bauer AG Earnings Call Transcript

Nov 5, 2025 / 10:59 AM GMT

Release Date Price: €11.56 (-6.47%)

Transcript

Key Points

Positve

Koenig & Bauer AG (WBO:SKB) reported its strongest Q3 operational performance since 2018, indicating a successful operational turnaround.
The company confirmed its guidance for the full year, highlighting confidence in its financial outlook.
A significant improvement in operating EBIT was achieved, with a positive result of €1.6 million after nine months, marking a substantial year-on-year improvement.
The order backlog remains historically high at over €1.04 billion, providing a solid foundation for future quarters.
Koenig & Bauer AG (WBO:SKB) has successfully expanded into alternative markets, with strong performance in India and the Middle East, contributing to revenue growth.

Negative

Order intake was slightly down year-on-year, with a notable decline in the S&T segment due to the absence of large banknote orders.
The company faces challenges from tariffs, particularly in the United States, affecting order intake and margins.
Free cash flow remains negative, impacted by increased inventory levels and challenges in receiving prepayments, especially from Eastern markets.
The geographical shift in revenue towards regions with lower contribution margins, such as Asia Pacific and the Middle East, has impacted profitability.
The digital and web segment continues to face challenges, with order intake affected by market conditions in the United States.

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

SKBG.DE - Koenig & Bauer AG
Q3 2025 Koenig & Bauer AG Earnings Call
Nov 05, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good morning. Good afternoon.

Thank you for joining today's call. I'm very happy to welcome you and I'm very happy to start off by simply saying that we're going to be presenting to you the strongest Q3 operational performance that Koning and Bauer has had in the last 7 years. So our strongest Q3 since 2018, showing that we're clearly well on our way to our operational turnaround in terms of profitability, and therefore we'll also confirm our guidance today for the full year. If we look at Kurning and Bauer at a glance, as usual, on the first page of the presentation that you can also see in the webcast, There's a lot going on on the market side, of course. I mean, everybody reads the newspaper and knows that the global markets

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