Q3 2025 Geberit AG Earnings Call Transcript

Nov 4, 2025 / 08:00 AM GMT

Release Date Price: CHF614.4 (+3.96%)

Transcript

Key Points

Positve

Geberit AG (GBERF) delivered strong top and bottom line results in Q3, with net sales growing by 5.4% in local currencies.
The company achieved a significant market outperformance with a top-line growth of 4.4% in the first nine months.
Earnings per share grew by 6.7% when adjusted for negative currency effects and planned closure costs.
The rollout of new products, such as the Duofix installation system, contributed significantly to sales growth.
Free cash flow increased by 8.4% to CHF462 million due to the timing of tax payments and capital expenditures.

Negative

The closure of the ceramics plant in Basel resulted in one-time costs that negatively impacted operating margins.
Currency effects led to a net sales loss of CHF58 million or minus 2.4% in the first nine months.
The Far East Pacific region experienced a net sales decline of 6%, driven by a market contraction in China.
Higher energy prices and wage inflation of around 4% posed challenges to maintaining operating margins.
The company expects a slight decline in new build activity in Europe for the full year 2025 due to declining building permits.

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

GEBN.S - Geberit AG
Q3 2025 Geberit AG Earnings Call
Nov 04, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and welcome to Ge's 9 month results conference call.

We will start with the 3rd quarter figures and then comment on the 9 month development and we'll finish as usual with an outcome.

Gri delivered strong top and bottom line results in Q3.

First, net sales grew in local currencies by 5.4% despite a continued challenging market environment. Second, excluding one-time costs for the closure of the ceramics plant in Basel, we kept operating margins stable. And third, despite these one-time costs, EPS grew currently adjusted by 6.4%. Let me now give you some comments on the state's development in the 3rd quarter in more detail.

Nets increased in CHF by 2.7% and reached CHF783 million.

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