Full Year 2025 Georg Fischer AG Earnings Call Transcript
Key Points
- Georg Fischer AG (WBO:GEFI) successfully transformed into a pure play Flow Solutions business by divesting its casting solutions segment.
- The company achieved solid performance in Flow Solutions despite geopolitical and macroeconomic challenges.
- Infrastructure segment demonstrated strong momentum, particularly in Europe and the US.
- The Americas business grew 3.5% organically, with significant investments in the US, including a new facility in Oklahoma.
- Georg Fischer AG (WBO:GEFI) launched a new effectiveness and efficiency program, 'Fit for Growth,' expected to save CHF40 million in 2026.
- Overall performance did not fully meet expectations, with a need for improvement in certain areas.
- The European construction market remained mixed, and the US market weakened in the second half of 2025.
- Adverse tariffs and currency effects negatively impacted the industrial US business.
- Comparable EBIT margin for Flow Solutions was slightly below expectations, affected by unfavorable product mix and lower semiconductor sales.
- The company faced significant adverse currency effects in 2025, impacting sales and EBIT.
Good morning, ladies and gentlemen. It's a great pleasure to welcome here, to welcome you to our full year results conference here at the Hotel Vita in Zurich.
Present from our side are our CEO Andreas Muller; our CFO Mads Joergensen; our Head of Investor Relations Anna Engvall; and myself Beat Romer, Head of Global Communications.
Andreas and Mads will guide you through the key operational developments and also the financial performance of 2025, share our outlook for 2026 and provide you an update on the priorities of our strategy 2030.
Following the presentation, my colleague Anna will moderate the Q&A session. We will first take questions here from the room. And afterwards, then from the participants in the webcast. Afterwards you are warmly invited to join our lunch buffet here in the back or in the room adjacent.
With that, I would like now to hand over to Andreas to begin the presentation. Thank you.
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