Half Year 2025 Andritz AG Earnings Call Transcript
Key Points
- Andritz AG (ADRZF) reported a very strong quarter in order intake, driven mainly by the Metals and Hydropower business areas.
- The company achieved a book-to-bill ratio above one for the third consecutive quarter, indicating strong demand.
- Order intake increased by 26% in Q2, with a significant rise in the Hydropower and Metals sectors.
- The company completed four major acquisitions in the first half of 2025, enhancing its product offerings and strategic fit.
- Andritz AG (ADRZF) maintained a stable comparable EBITA margin, supported by improved order execution and better pricing.
- Revenue decreased by 8% in the second quarter, attributed to low order intake from the previous year.
- The reported EBITDA margin dropped to 7.8% from 8.6%, mainly due to severance expenses for restructuring.
- The net income margin decreased to 5.4% from 5.7%, reflecting temporary revenue softness.
- The company experienced a moderately negative FX impact due to the strengthening of the euro against major currencies.
- Working capital outflows increased, impacting cash flow from operating activities, which was lower compared to the previous year.
[Welcome] to our Q2 earnings call from Graz. I would like to present your host today. With me are our CEO, Dr. Joachim Schönbeck, and our CFO, Vanessa Hellwing. We will start the call with the key highlights, followed by the financial performance review and then go into an update on the business areas, followed by the outlook and 2027 targets.
We will then conduct the Q&A. Please make sure you register with your full name for the Q&A. In the end of the presentation, I would point you at the disclaimer. Please read it carefully.
And now I'd like to pass over to Joachim.
Matthias, thank you very much. Good morning to everybody. Thank you for attending our call, spending the time with us and jumping right into the details. We are very pleased that we can report another very strong quarter in order intake.
We had an extremely high order intake in Q2 and also first
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