Preliminary Q3 2025 Nordex SE Earnings Call Transcript

Oct 28, 2025 / 07:30 AM GMT

Release Date Price: €26.95 (+22.84%)

Transcript

Key Points

Positve

Nordex SE (NRDXF) reported a significant improvement in its Q3 EBITDA margin, reaching 8%, up from 4.3% in the same quarter last year.
The company has raised its full-year 2025 EBITDA margin guidance to a range of 7.5% to 8.5%, reflecting strong service margins and solid project execution.
Nordex SE (NRDXF) generated solid free cash flow in Q3, bringing the year-to-date total to €298 million, and expects to maintain positive free cash flow in Q4.
Stable supply chain conditions and disciplined pricing have supported the company's margin upgrade.
The service segment has recovered faster than anticipated, contributing positively to overall margins.

Negative

Project scheduling mix and temporary supplier-related delays, particularly in Turkey, have impacted revenue recognition.
There is uncertainty regarding potential liquidity damages in 2026 due to ongoing complex negotiations related to the Turkey situation.
The company faces risks associated with high activity levels in project installation and manufacturing in Q4.
Nordex SE (NRDXF) has not issued formal guidance on free cash flow, indicating potential variability in cash flow outcomes.
The macroeconomic environment remains uncertain, with potential impacts from trade discussions and supply chain pressures, such as EU steel quotas and environmental regulations.

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

NDXG.DE - Nordex SE
Preliminary Q3 2025 Nordex SE Earnings Call
Oct 28, 2025 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the Nordex SE Management call on Fulia 2025 EBITDA margin upgrade. I am Ara the cars operator. I would like to remind you that all participants will be in listen-only mode and the conference has been recorded. The presentation will be followed by a Q&A session. You can register for questions at any time by pressing and one on your telephone. For operator assistance, please press 0. The conference must not be recorded for publication or broadcast. At this time, it is my pleasure to hand over to Anya Filer. Please go ahead.

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Unidentified_2 [2]
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