Q3 2025 Andritz AG Earnings Call Transcript
Key Points
- Andritz AG (ADRZF) reported a strong order intake for the fourth consecutive quarter, driven by demand in power generation sectors such as Pulp & Paper, Hydropower, and Environment & Energy.
- The company achieved significant milestones in sustainability, with EcoVadis upgrading their rating from Bronze to Gold and receiving SBTi approval for their greenhouse gas emission targets.
- Order backlog is nearly at a record high, providing a good cushion for future revenue, with a 15% increase from the previous year.
- Hydropower segment showed strong growth with a 50% increase in order intake and improved margins due to better project execution.
- The service business is developing well, contributing 44% to total revenue in the last four months, indicating a strong growth trajectory.
- Revenues decreased by 8% compared to the previous year, attributed to foreign exchange impacts and early-stage project cycles in Pulp & Paper.
- The Metals segment experienced a significant drop in order intake by more than 50% compared to last year, affected by economic uncertainties in the automotive and steel industries.
- The company faced a negative foreign exchange revenue translation impact, with a strong euro affecting their trading currencies.
- Reported EBITA margin dropped to 8.1% due to restructuring costs, mainly in the Metals and Pulp & Paper sectors.
- Net liquidity declined significantly from EUR905 million at the end of 2024 to EUR413 million by September 2025, driven by acquisitions and dividend payments.
Good morning, and warm welcome from ANDRITZ from Vienna. I'm Matthias Pfeifenberger from Investor Relations. It's my pleasure to host with you the Q3 earnings call this morning. And also have with me our CEO, Dr. Joachim Schönbeck; and our CFO, Vanessa Hellwing.
We'll start the call as usual with the CEO highlights and the headline figures, followed by a financials overview and then go back to the developments in the business areas and the outlook, followed by the Q&A session. Make sure you register for the Q&A with full name.
Thanks a lot, and it's my pleasure to hand over to Dr. Schönbeck.
Thank you, Matthias. Good morning, ladies and gentlemen. Thank you very much for spending your Thursday morning with us. We are happy that we can report rather good results.
We had a strong order intake in the fourth consecutive quarter. We could now benefit from the increasing project activity. The order intake
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