NORMA Group SE (LTS:0P38)

Q1 2025 Norma Group SE Earnings Call Transcript

May 6, 2025 / 12:00 PM GMT

Release Date Price: €10.87 (-3.29%)

Transcript

Key Points

Positve

NORMA Group SE (WBO:NOEJ) has announced a transformation plan aimed at improving operational efficiency and profitability.
The company reported a positive development in CO2 emissions reduction, indicating progress in sustainability efforts.
Material cost ratio improved by 180 basis points due to cost reductions in purchasing and lower purchase prices.
Net operating cash flow turned positive compared to the previous year, driven by improved trade working capital.
The company is optimistic about better performance in the second half of the year, expecting improvements in sales and margins.

Negative

Net sales decreased to 284.2 million, primarily due to unfavorable market conditions.
Adjusted EBIT margin fell to 3.6% for the first quarter of 2025, impacted by lower sales and increased personnel expenses.
The Americas region experienced a decline in sales, with the industrial and water businesses both seeing reductions.
The introduction of a new ERP system in Germany resulted in additional one-off costs, impacting the expense ratio.
The automotive industry faced significant challenges in the first quarter, with expectations of continued difficulties in the second quarter.

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

NOEJ.DE - NORMA Group SE
Q1 2025 Norma Group SE Earnings Call
May 06, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Yeah, hello.

From my side, a warm welcome to all the participants here. I'm here in Min together with Annette S, CFOOA Group, and we'll take you as usual through the slides. Also, as usual, answering of questions will be pushed to the back end of the presentation. Let me start with a few general remarks.

I guess it's obvious to everybody that Noma is a company in a period of change. Our decision to sell the water business has been the first very decisive step to free up resources and enable future growth, and at the same time crystallize value inherent in that water business. But that alone is not enough. There still is a lot of homework to be done. In the company, in the remaining company to ensure that the margins, the

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