Industrie De Nora SpA (MIL:DNR)

Q1 2025 Industrie De Nora SpA Earnings Call Transcript

May 14, 2025 / 07:00 AM GMT

Release Date Price: €7.05 (+2.25%)

Transcript

Key Points

Positve

Industrie De Nora SpA (STU:M3D) reported a strong start to 2025 with revenue growth of approximately 6%, reaching around €200 million.
The company's EBITDA margin exceeded 19%, benefiting from volume development, a favorable product mix, and production efficiencies.
The electrodes segment showed remarkable growth, with revenue increasing by over 15% year-on-year, driven by strong execution of portfolio orders.
The water business experienced significant growth, with the pool segment recording the highest revenue level in the past two years, contributing to a 32% year-over-year revenue increase.
Industrie De Nora SpA (STU:M3D) inaugurated a new innovation center in Ohio, USA, enhancing its research and development capabilities with six laboratories globally.

Negative

The macroeconomic and geopolitical environment remains highly volatile, posing challenges to the company's operations.
The energy transition segment recorded a decrease in revenue compared to the same period in 2024, although this was in line with planned schedules.
The company faces potential impacts from inflation, currency fluctuations, and UF tariffs on global economic growth.
The energy transition market is influenced by slow regulatory developments and infrastructure challenges, affecting short-term market outlook.
The profitability of the water segment is expected to align more closely with 2025 guidance due to an anticipated increase in WTS revenues and usual progression of operating costs.

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

DNR.MI - Industrie De Nora SpA
Q1 2025 Industrie De Nora SpA Earnings Call
May 14, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. This is the Chorus call conference operator. Welcome and thank you for joining the Industre Denora Q1 2025 results presentation.

As a reminder, all participants are in listen-only mode.

After the presentation, there will be an opportunity to ask questions. Should anyone need assistance during the conference call, they may signal an operator by pressing star and 0 on their telephone.

At this time I would like to turn the conference over to Ms. Garra Locati, head of investor relations and ESG of Industria de Nora. Please go ahead, madam.

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Unidentified_2 [2]
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