Q1 2025 HELLA GmbH & Co KGaA Earnings Call Transcript

May 8, 2025 / 07:00 AM GMT

Transcript

Key Points

Positve

HELLA GmbH & Co KGaA (HLLGY) reported stable sales of around 2 billion euros, aligning with internal expectations.
The electronics segment showed strong growth with an 8.9% increase, driven by the radar business, outperforming the market by 7.5%.
The company successfully secured strategic projects with Chinese OEMs in the lighting segment, indicating competitiveness in a key growth market.
Cost reduction measures are showing positive results, with a global headcount reduction of 5.8% year-on-year, supporting profit improvement ambitions.
HELLA GmbH & Co KGaA (HLLGY) confirmed its full-year outlook, expecting sales between 7.6 and 8 billion euros, with an operating income margin between 5.3% and 6%.

Negative

The lighting segment experienced a 5.7% decline due to the discontinuation of a major project, impacting regions in the Americas and Asia.
Life cycle solutions saw an 8.7% decrease, with significant declines in the special application business, particularly in agriculture and construction sectors.
Operating income margin slightly decreased to 5.5% from the previous year, affected by a one-off asset impairment related to electrified cars.
Net cash flow was negative in the first quarter, similar to the previous year, with a slow increase in working capital.
Tariffs on parts imported from China to the US pose a significant cost impact, estimated at around $30 million, with ongoing discussions with customers to mitigate this.

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

HLE.DE - HELLA GmbH & Co KgaA
Q1 2025 HELLA GmbH & Co KGaA Earnings Call
May 08, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Like.

This conference will be recorded.

Good morning ladies and gentlemen, and welcome to the Helen investor call on the results for the first quarter of fiscal year 2025.

This call will be hosted by Bernard Jeffabato, the CEO, and Philip Minnie, the CFO of Halla. At this time, all participants have been placed on a listen-only mode. The floor will be open for questions following the presentation.

Let me now turn the flow over to your host Beachche about it.

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Unidentified_2 [2]
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Yes, very welcome. Good

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