Q3 2025 Nexans SA Earnings Call Transcript
Key Points
- Nexans (NEXNY) reported a strong 7.7% organic growth in Q3 2025, with a notable 12.6% growth in Electrification.
- The company's transmission adjusted backlog reached EUR7.9 billion, providing strong visibility until 2028.
- Nexans (NEXNY) announced the acquisition of Electro Cables in Canada, expected to be EPS accretive from day one.
- The company confirmed its 2025 guidance and 2028 objectives, indicating confidence in its strategic direction.
- Nexans (NEXNY) is focusing on innovation and digital acceleration, with a strong emphasis on reducing complexity and enhancing industrial efficiency.
- The non-electrification activity declined by 6%, impacted by the challenging automotive market.
- There was a correction in Q3 2025 due to overstocking in the Metallurgy segment after high external sales in H1.
- The Connect segment experienced modest growth, with some regions like the Nordics and Oceania facing challenges.
- The geopolitical and supply chain environment has grown more complex, posing potential risks to operations.
- Nexans (NEXNY) faces competitive pressures in certain markets, requiring selective project engagement to maintain profitability.
Good morning, and welcome to Nexans nine months 2025 financial information conference call. My name is Laura, and I will be a coordinator on today's event. (Operator Instructions)
And now I'd like to hand the call over to Mr. Julien Hueber, Nexans CEO. Please go ahead, sir.
So good morning, everyone, and thank you for joining us today on the Nexans conference call. It's a special moment for me to be speaking with you for the first time as the CEO of Nexans. With me today I have (inaudible) our Interim CFO; and Audrey Bourgeois, VP, Investor Relations. I would like to begin by thanking the Board of Directors for their confidence. It's an honor to take this role on to lead a strong, high-performing company with a clear vision for the future.
I also wanted to express my appreciation to Christopher Guerin for his leadership, and the remarkable transformation he has led, the transformation I was proud to have drive as part of the Executive Committee. Chris
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