Q3 2025 Sika AG Earnings Call Transcript

Oct 24, 2025 / 01:00 PM GMT

Release Date Price: CHF176 (-0.54%)

Transcript

Key Points

Positve

Sika AG (SKFOF) achieved a 1.1% increase in sales in local currency despite challenges in the Chinese construction market.
The company reported a significant material margin increase to 55%, showcasing effective cost management and synergies from acquisitions.
Sika AG (SKFOF) has seen strong double-digit growth in the Middle East and Africa, with Eastern Europe showing signs of recovery.
The data center business in the US has become a cornerstone, contributing significantly to growth and is unaffected by broader market uncertainties.
The company has introduced a Fast Forward investment and efficiency program aimed at driving growth and profitability, with expected annual savings of $150 to $200 million by 2028.

Negative

Sika AG (SKFOF) faced a significant foreign exchange impact, reducing local currency growth by 4.9% due to a weaker US dollar and other currency fluctuations.
The Chinese construction market experienced a double-digit decline, heavily impacting the Asia Pacific region's performance.
The company is implementing structural adjustments, including a workforce reduction of up to 1,500 employees, primarily in China, due to ongoing market challenges.
Organic growth was flat year-to-date, with a 1.1% decline in Q3, driven by the downturn in China.
Sika AG (SKFOF) has adjusted its mid-term growth outlook, reflecting a more neutral or slightly negative market environment, particularly in China and other soft markets.

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

SIKA.S - Sika AG
Q3 2025 Sika AG Earnings Call
Oct 24, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the Sikka 9 months 2025 results conference call and live webcast.

I am Matildata Koro operator

I would like to remind you that all participants will be in listen-only mode, and the conference is being recorded.

The presentation will be followed by a Q&A session.

You can register for questions at any time by pressingar and one on your telephone.

For operator assistance, please press star and 0.

The conference must not be recorded for publication or broadcast.

At this time it's my pleasure to hand over to Dominic lapneck head communication and investor relations of CIka.

Please go ahead.

Thank you, Matilda, and good afternoon, everyone,

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