Half Year 2025 Daetwyler Holding AG Earnings Call Transcript
Key Points
- Daetwyler Holding AG (XSWX:DAE) achieved a currency-adjusted revenue growth of 1.3% in the first half of 2025, driven by strong performance in the healthcare and food and beverage segments.
- The company improved its EBIT to CHF68.9 million, with an EBIT margin increase to 12.2%, supported by a better product mix and stringent cost management.
- Daetwyler successfully expanded its project pipeline with attractive opportunities in healthcare and industrial divisions, focusing on high-value solutions.
- The healthcare division showed strong momentum, with a significant increase in high-value product orders, particularly in GLP-1 and NeoFlex products.
- The ForwardNow transformation program is on track, expected to deliver CHF24 million in recurring annual profit improvements from 2028 onward.
- Reported revenue declined by 1.7% compared to the first half of 2024, primarily due to unfavorable foreign exchange effects.
- The automotive and other industrial end markets did not meet expectations, with muted demand in Western Europe and the US.
- Ongoing global tariff conflicts and trade tensions continue to weigh on investment activity and overall demand in industrial segments.
- The strong Swiss franc reduced reported sales by 2.9%, although the operational impact was minimal.
- The US energy sector's recovery is delayed by low oil prices, despite political tailwinds and regulatory support.
Hello, everyone, and thank you for joining us today in our live web stream. Welcome to Datwyler half year 2025 investors and media conference. My name is Volker Cwielong. I'm CEO of Datwyler. And with me today are Judith van Walsum, CFO; and Guido Unternahrer, Head of Investor Relations.
I'd like to begin by sincerely thanking our teams across all divisions for their commitment and dedication to Datwyler. The past six months have been game changing, not just in terms of financial performance, but also as a starting point of an exciting and impactful transformation journey. The passion and resilience have laid the foundation for our future success.
Today's agenda will cover our half year business review 2025. Judith will take us through the numbers in a half year 2025 financial review. And in the third part, I'd like to share our market expectations for the remaining months of 2025 and beyond, refer to Datwyler's positioning and talk about our progress in the transformation program ForwardNow.
We plan to run the
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
