Heidelberger Druckmaschinen AG (XSWX:HDD)

Q1 2026 Heidelberger Druckmaschinen AG Earnings Call Transcript

Jul 31, 2025 / 10:59 AM GMT

Transcript

Key Points

Positve

Heidelberger Druckmaschinen AG (HBGRF) celebrated its 175th anniversary, which boosted employee morale and strengthened company loyalty.
The company reported a significant improvement in profitability with an adjusted EBITDA margin of 4.4%, a 6.7% increase from the previous year's quarter.
Sales increased by 16% year over year, reaching €466 million.
Heidelberger Druckmaschinen AG (HBGRF) is well-positioned to benefit from mega trends in the packaging market, focusing on system-integrated innovations.
The company has entered the defense industry, aiming to develop a new business pillar with potential growth of up to €300 million by fiscal year 2029.

Negative

Incoming orders were stable at €559 million but below last year's level, partly due to the impact of the Drupa trade fair in the previous year.
Currency effects negatively impacted incoming orders and net sales, which would have improved by approximately 3% without these effects.
The print packaging equipment segment saw a 28% decline in incoming orders.
The Asia Pacific region experienced a 23% decline in incoming orders compared to the prior year quarter.
The company's equity declined by €29 million due to a quarterly loss and translation effects from currency conversion.

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

HDDG.DE - Heidelberger Druckmaschinen AG
Q1 2026 Heidelberger Druckmaschinen AG Earnings Call
Jul 31, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, ladies and gentlemen, and welcome to Heidelberg's conference call on our Q1 results.

I would like to convey greetings from Jugen Otto, our CEO, and at the same time, apologize on his behalf.

Unfortunately, he's unable to join us today as he's tied up with an important business matter.

Let's start with our first slide, which outlines today's agenda.

First of all, I would like to give you a brief overview of how Heidelberg has started the new fiscal year and on a few recent highlights of our strategic road map.

After that, Paulahain, our head of finance, will take you through the quarterly one financial.

Finally, I will conclude with.

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