Q1 2025 MBB SE Earnings Call Transcript

May 13, 2025 / 01:00 PM GMT

Release Date Price: €166.2 (+1.96%)

Transcript

Key Points

Positve

MBB SE (FRA:MBB) reported a strong start to 2025 with a 27% revenue growth to 260 million euros.
The company achieved a 32% increase in adjusted EBITDA, reaching 30 million euros, with a margin improvement to 11.5%.
The service and infrastructure segment, particularly F4A and DTS, delivered excellent results with more than 100% increase in EBITDA.
MBB SE (FRA:MBB) successfully entered the SAS market with two companies, fulfilling a long-term ambition.
The company maintains a robust balance sheet with 467 million euros in net cash, providing ample room for M&A and shareholder returns.

Negative

Technological applications and consumer goods segments had a modest start to the year, with weaker demand in the automotive industry.
Alman and Dignit faced challenges due to a 6% revenue decline and volatile demand from OEM customers.
The consumer goods segment experienced temporarily lower productivity due to the ramp-up of new machinery.
Despite strong Q1 results, the overall guidance reflects caution due to a volatile macro environment.
The company anticipates a cautious outlook for Dignit with a revenue guidance of 68 million euros and a 6-7% EBITDA margin.

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

MBBG.DE - MBB SE
Q1 2025 MBB SE Earnings Call
May 13, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and a warm welcome ladies and gentlemen, to today's earnings call of MBBSE following the publication of the financial figures for Q1 2025.

The CIO Toorden Tischler will speak in a moment and guide us through the presentation and the results. After the presentation, you have the opportunity to place your questions directly to him.

We're looking forward to the presentation, and having said this, Mr. Tyler, the stage is yours.

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Unidentified_2 [2]
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Yeah, thank you very much. And, good afternoon, everyone. My name is Tom Reischler. I'm the CIO of MDB

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