Full Year 2025 Belimo Holding AG Earnings Call Transcript
Key Points
- Belimo Holding AG (BLHWF) achieved a sales growth of 23.3% in local currency, surpassing CHF1 billion in sales for the first time.
- The company reported a strong EBIT growth of 29%, with an EBIT margin of 20.8%, up 159 basis points from the previous year.
- The data center business accounted for 17% of total sales, contributing significantly to the company's growth.
- Belimo Holding AG (BLHWF) is investing in capacity expansion, including new buildings in the US, to support future growth.
- The company is focused on sustainability, with a 14% reduction in Scope 1 and 2 emissions compared to 2022, and is rated AAA by MSCI for ESG efforts.
- The geopolitical situation and fluctuating tariffs pose significant risks and uncertainties for Belimo Holding AG (BLHWF).
- The foreign exchange impact was negative, burdening the P&L with CHF10.4 million compared to a gain in the previous year.
- The nonresidential construction market was slightly down globally, impacting potential growth opportunities.
- Belimo Holding AG (BLHWF) faces challenges in predicting the long-term impact of US tariffs, which have fluctuated significantly.
- The company anticipates continued high investment levels, which may impact free cash flow and require careful financial management.
Good morning, ladies and gentlemen, and welcome to Belimo's 2025 results presentation. My name is Stephan Gick, Head of Investor Relations, and I have here with me Lars van der Haegen, CEO; and Markus Schürch, CFO of Belimo. We are also pleased to have today online with us, Sarah Bencic, our new Head of Americas.
Lars will start the presentation with a business and market review, then Markus will highlight the financials followed by Sarah introducing herself and Belimo Americas. We will conclude the presentation with the outlook and take questions at the end.
With that, I would like to open our presentation and hand over to Lars. The floor is yours.
Thank you, Stephan. So good morning, everybody here at the Hotel Widder. And of course, also everybody who is here remotely. We look forward to the program today, and we conclude here then also with Q&As for everybody, also, of
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