Q3 2025 Opmobility SE Earnings Call Transcript
Key Points
- OPmobility (FRA:EZM) achieved a 2.6% increase in organic revenue compared to Q3 2024, demonstrating strong performance.
- The company outperformed the market in North America and Asia, with North America being a key growth engine.
- OPmobility's diversification strategy is paying off, with 54% of revenue now coming from outside Europe.
- The company is expanding its presence in India, with plans to double or triple its revenue in the region by the end of the decade.
- OPmobility has a solid financial structure, with a recent successful bond issuance and no major refinancing needed until 2028.
- Revenue in Europe declined by 5.3% due to extended shutdowns of OEM plants and seasonality.
- The company faced a significant impact from a cyber attack on a major customer, Jaguar Land Rover, affecting September sales.
- There is a negative impact of €95 million due to the depreciation of the US dollar, which is expected to continue in Q4.
- Modules revenue was down due to longer seasonal shutdowns and underperformance in Europe.
- General Motors' cancellation of a hydrogen project means no expected revenue from this initiative until at least 2031.
Welcome to the OP Mobility Q3 2025 revenue presentation. (Operator Instructions) Now I will hand the conference over to our speakers, Laurent Favre, Chief Executive Officer, and Stephanie Laval, VP Investor Relations. Please go ahead.
Good morning everybody. Nice to connect with you for Q3 revenue presentation. I hope you have the presentation in front of you, and, I will commend it together with Stephanie Laval, our VP Investor relation. If we start with the first slide, in the first slide is to take a step back again regarding the market. The market was again in Q3, like since the beginning of the year pretty complex, but we have been able to navigate in this complex market like in the first semester thanks to our key assets, thanks as well to our diversification strategy. If we start with the tariffs that the tariffs are changing, are evolving, they are different by region, but also by OEM.
For op, the impact of the tariff is very limited.
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