Q2 2025 OHB SE Earnings Call Transcript

Aug 7, 2025 / 10:59 AM GMT

Transcript

Key Points

Positve

OHB SE (XTER:OHB) secured a significant contract with the European Space Agency for the NISA project, marking its first L-class mission as a prime contractor.
The company reported a record order backlog exceeding 3 billion euros, indicating strong future revenue potential.
OHB SE (XTER:OHB) achieved a 20% increase in total revenues for the first six months of 2025 compared to the previous year.
Net profits after minorities more than doubled, showcasing strong financial performance.
The company successfully refinanced, increasing its facility to 350 million euros with improved conditions, enhancing financial stability.

Negative

The scalability of the industry poses challenges, particularly in hiring experienced personnel to meet growing demand.
OHB SE (XTER:OHB) operates in a regulated market, limiting pricing power and impacting potential margin increases.
The company's growth is heavily reliant on institutional customers, with 80% of business coming from this sector, which may limit flexibility.
There is uncertainty regarding future budgets for space programs, particularly with the upcoming ESA ministerial conference.
The aerospace segment's margin improvements are partly dependent on external factors such as the cadence of Ariane 6 production.

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

OHBG.DE - OHB SE
Q2 2025 OHB SE Earnings Call
Aug 07, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Yes, good morning. Welcome to OHBSE's, earnings call for Q2 for the 6 month results 2025.

I'm here in Bremen, with Marcos, Marcus Muller, with, Sabina Von der Ecker, and Mercedes. He's not, on the screen, but he's there and he's supervising everything.

And Kurt is also there. He's connected in from remote.

So, and, I welcome you all, on, this call. I, like always, I will walk you through the slides quickly and, then obviously, we have, Time for Q&A. I hope you have been able to download the documents. Marcel is nodding. He said he put it online and everything was okay and that is very good. .

Maybe just to start, I think the first half of 2025, has been, a good 6 months. I think the numbers are well underway. We are quite

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