Q1 2025 OHB SE Earnings Call Transcript

May 8, 2025 / 10:59 AM GMT

Transcript

Key Points

Positve

OHB SE (XTER:OHB) established a new company, OHB Space UK, in Bristol, which has already secured contracts and is expected to grow.
The company secured a significant order for the third CO2M satellite from ASA, enhancing Europe's capability to monitor global emissions.
OHB SE (XTER:OHB) reported a strong order intake, with a backlog reaching the 3 billion threshold, indicating robust demand.
The company launched the Arctic weather satellite from OHB Sweden, with data confirming high quality, supporting future projects.
OHB SE (XTER:OHB) anticipates a positive outlook with expected total revenues of 1.2 billion euros for the year, reflecting strong growth prospects.

Negative

The company's reported EBITDA remained flat compared to the previous year, indicating challenges in improving profitability.
OHB SE (XTER:OHB) faces uncertainties in future order intakes due to pending decisions on European Space Agency budget allocations.
The company is experiencing a significant increase in headcount, which may lead to higher operational costs.
There are ongoing transformation costs impacting financial results, with 3 million euros in one-off expenses reported.
OHB SE (XTER:OHB) is heavily reliant on institutional demand, particularly from the European Space Agency, which may pose risks if funding priorities shift.

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

OHBG.DE - OHB SE
Q1 2025 OHB SE Earnings Call
May 08, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Yes, good morning here from Bremen. This is the Q1 earnings call of OHB. We present the three month results 2025.

I'm very happy, that you joined us. I am, I hope that you have been able to download the data and, the presentation.

And 3 months report. I'm here with Marcel Dietz and Kurt is just, joining us. He's coming in any minute. He's in the building, but.

Well, maybe just in the hallway. And we have, also Marcos Miller on the line who, is busy all around Europe, getting new contracts, so he is also on the line with us.

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Unidentified_2 [2]
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I'll just,

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