Wacker Neuson SE (OTCPK:WKRCF)

Half Year 2025 Wacker Neuson SE Earnings Call Transcript

Aug 14, 2025 / 11:00 AM GMT

Release Date Price: $27.74 (-0.03%)

Transcript

Key Points

Positve

Wacker Neuson SE (WKRCF) achieved operational recovery with increased revenue and EBIT margin quarter over quarter.
The company reported a significant improvement in EBIT margin from 5.2% in Q1 to 7.6% in Q2 of 2025.
A year-to-date book-to-build ratio greater than 1 provides tailwind and visibility for the second half of the year.
The company has a strong balance sheet with an equity ratio of 59%, supporting future growth plans.
Wacker Neuson SE (WKRCF) is on track to achieve its full-year revenue guidance and profitability is expected to climb further in the coming quarters.

Negative

Revenue in Europe, which constitutes 78% of group revenue, fell by roughly 10% due to lower demand in key markets.
The Americas region saw a decline of roughly 20% in revenue, attributed to cautious ordering behavior amid macroeconomic and geopolitical uncertainties.
Revenue in the Asia Pacific region dropped by 23%, primarily due to a decline in demand in the Australian market.
The compact equipment segment recorded a revenue decline of 19% year over year in the first half of 2025.
Geopolitical uncertainties, particularly the US tariffs on European imports, continue to pose challenges and create uncertainty among US customers and distributors.

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

WACGn.DE - Wacker Neuson SE
Half Year 2025 Wacker Neuson SE Earnings Call
Aug 14, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the H12025 earnings call of the Wakano Group.

My name is Pesh Linkman. I am the head of investor relations and corporate communications.

Thank you for joining us today for the release of our half-year 2025 results.

Usual, we will first start with the operational and financial results of the first half year 2025.

Then give additional insights on the recent developments as well as our outlook for 2025.

This, we are happy to answer your questions in the Q&A session.

I'm not able to follow today's call via the webcast. The presentation slides are also available for download at Bakeroisegroup.com/investor minus relations.

Note that the entire call,

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