Full Year 2025 OC Oerlikon Corporation AG Pfaeffikon Earnings Call Transcript

Feb 24, 2026 / 12:30 PM GMT

Release Date Price: $5.06 (-2.69%)

Transcript

Key Points

Positve

OC Oerlikon Corp AG, Pfaffikon (OERLY) achieved a 6.5% increase in order intake, demonstrating strong demand for its materials and equipment business.
The company successfully divested Barmak, which improved its equity ratio from 25% to 41% and reduced its leverage ratio.
OC Oerlikon Corp AG, Pfaffikon (OERLY) maintained or improved its ESG ratings, with a maximum AAA rating from MSCI, highlighting its leadership in sustainability.
The company has significantly reduced overhead expenses in administration by 45% since 2019, enhancing operational efficiency.
OC Oerlikon Corp AG, Pfaffikon (OERLY) is well-positioned in the aviation and energy sectors, which are expected to continue driving growth.

Negative

The company faced challenges in the automotive and tooling industries due to geopolitical uncertainties and trade tensions.
OC Oerlikon Corp AG, Pfaffikon (OERLY) experienced a decline in operational EBITDA by 11% to CHF 271 million, with a margin of 17.3%.
The luxury market, particularly in China, remains subdued, impacting the company's performance in this sector.
Currency fluctuations, particularly the strong Swiss Franc, have negatively impacted the company's top-line growth.
The company is undergoing restructuring in Europe, particularly in its combustion engine-related automotive business, which may lead to further cost implications.

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

OERL.S - OC Oerlikon Corporation Ag Pfaeffikon
Full Year 2025 OC Oerlikon Corporation AG Pfaeffikon Earnings Call
Feb 24, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the Earlyon Full Year 2025 results conference call, a live webcast. I am Valentina the Coros call operator. I would like to remind you that all participants will be in listen-only mode and the conference is being recorded. The presentation will be followed by a Q&A session. You can register for questions at any time by pressing N1 on your telephone.

For operator assistance, please press and 0. The conference must not be recorded for publication or broadcast. At this time, it's my pleasure to hand over to Ameri Yamin, head of Investor relations. Please go ahead.

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