Andritz AG (WBO:ANDR)

Q1 2025 Andritz AG Earnings Call Transcript

Apr 30, 2025 / 06:30 AM GMT

Release Date Price: €63.05 (+10.32%)

Transcript

Key Points

Positve

Andritz AG (ADRZF) reported a significant increase in order intake, up 20% from last year, driven by strong performance in pulp and paper and hydropower sectors.
The company achieved a stable EBITDA margin of 8.1% and a slight increase in the comparable EBITDA margin to 8.2%, indicating solid project execution and an improved service mix.
The backlog increased to €10.2 billion, providing a stable cushion for future sales and supporting the company's outlook.
Andritz AG (ADRZF) successfully executed restructuring efforts, reducing headcount in pulp and paper and metals by approximately 1,300, which helped protect margins.
The service business reached an all-time high of 44% of revenue, contributing to financial stability and growth in absolute terms.

Negative

Revenue declined by 7% to €1.8 billion, primarily due to a low order intake in the previous year and a decrease in capital business in pulp and paper and metals.
Net income dropped to €89 million with a net income margin of 5.1%, reflecting a decline from the previous year.
The financial result was negatively impacted by decreased interest rates on reduced gross liquidity and a slightly more negative FX impact.
The metals sector experienced a 6% revenue decline, with muted markets in North America and Europe, despite growth in China.
The environment and energy sector saw a slight decline in order intake by 4%, although it remained at a high level.

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

ANDR.VI - Andritz AG
Q1 2025 Andritz AG Earnings Call
Apr 30, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the Andre Q1 2025 results conference and live webcast. I am George, the chorus collaborator.

I would like to remind you that all participants will be listen to remote and the conference is being recorded. The presentation will be followed by Q&A session.

If you would like to ask a question from the webinar, you may click the Q&A button on the left side of your screen and then click the raise your hand button. At this time, it's my pleasure to hand over to Matthiasenberger. Please go ahead.

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Unidentified_2 [2]
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