Kendrion NV (LTS:0G68)

Q3 2025 Kendrion NV Earnings Call Transcript

Nov 11, 2025 / 10:00 AM GMT

Release Date Price: €14.78 (+6.03%)

Transcript

Key Points

Positve

Kendrion NV (FRA:K3E) completed the sale of its China business, transforming into a pure play industrial company, which positions it for sustainable and profitable growth.
The company announced a special dividend and a share buyback program, reflecting its strengthened financial position.
Normalized EBITDA grew by 24% to €9.4 million, and the EBITDA margin improved significantly to 15.5%, indicating strong operational efficiency.
Net debt decreased to €88.4 million from €104.5 million, and the leverage ratio improved to 2.1, showcasing a robust balance sheet.
The company is well-positioned to capitalize on growing demand in sectors like electromotors, robotics, and wind energy, with a disciplined approach to investment focusing on high-margin opportunities.

Negative

Group revenue from continuing operations for the first nine months of 2025 was down 3% from the prior year, indicating a slight decline in overall sales.
The industrial brakes business reported a 4% decrease in revenue, reflecting continued weakness in European manufacturing activity.
The industrial actuators and controls business group also saw a slight decline in revenue, indicating challenges in maintaining growth across all segments.
Global economic conditions remain uncertain, with factors like higher US tariffs and shifting supply chain dynamics impacting economic activity.
The company faces potential headwinds from synergies and operational costs, which may not be fully addressed until the first quarter of the next year.

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

SVEL.AS - Kendrion NV
Q3 2025 Kendrion NV Earnings Call
Nov 11, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone. Welcome to Kreon's Q3 2025 results conference call. My name is Jug van Burden, CEO of Kreon, and I'm joined today by our CFO Jeroen Haman.

We appreciate your time and interest in our company.

Today we will review our performance in the 3rd quarter of 2025, discuss the financial results for the group and our key business segments, and share our outlook for the remainder of the year and beyond.

We will post a recording of this call and of the Q&A on Kendon's corporate website as soon as is practicable.

I would like to draw your attention to the fact that certain statements contained in my remarks and in the answers to your questions constitute forward-looking statements, and these forward

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