Kendrion NV (XAMS:KENDR)

Q4 2024 Kendrion NV Earnings Call Transcript

Feb 28, 2025 / 10:00 AM GMT

Release Date Price: €10.06 (-5.98%)

Transcript

Key Points

Positve

Kendrion NV (FRA:K3E) successfully executed a strategic repositioning by divesting its automotive franchise, allowing it to focus on high-growth, high-margin industrial markets.
The company reported an 8% increase in Q4 revenue, driven by new projects in the mobility segment.
Kendrion NV (FRA:K3E) has set clear financial criteria for new business investments, aiming for a profitability of at least 15% EBITDA and a lifetime ROI greater than 25%.
The company has a strong balance sheet post-divestment, enabling potential M&A activities to support strategic objectives.
Kendrion NV (FRA:K3E) is committed to ESG goals, including a 70% reduction in CO2 emissions and improving gender diversity by at least 25%.

Negative

The company faced a 5% decrease in EBITDA due to inventory reductions and temporary dissynergies following the automotive divestment.
Overall revenue for the full year decreased by 2%, impacted by weak industrial production globally, particularly in Germany.
The industrial business groups reported a 15% lower EBITDA on 7% lower revenues, affected by lower revenue and higher central costs.
Kendrion NV (FRA:K3E) is experiencing challenges in recruiting enough hardware and software engineers, which could constrain growth.
The company is facing complexities in complying with various EU directives related to ESG disclosures, which could pose challenges in the future.

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

SVEL.AS - Kendrion NV
Q4 2024 Kendrion NV Earnings Call
Feb 28, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everybody here in the Nove Hotel and on the webcast, and welcome to Kendryon's Q4 and full year 2024 results presentation.

My name is Juan Berde, Gan Leon's CEO, and with me here is Groun Heman, our CFO.

This morning's agenda I will start highlighting the strategic repositioning of Canendreon that we've implemented in 2024 by selling almost our entire automotive franchise to Solero.

Eun will then review Q4 and the full year 2024 results, after which I will give you an update of the progress we have made operationally over the past year, including ESG.

Next, I will discuss the outlook for the remainder of the year and go to Q&A.

Before discussing the strategic repositioning, I would like

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