Q1 2025 thyssenkrupp AG Earnings Call Transcript

Feb 13, 2025 / 10:00 AM GMT

Transcript

Key Points

Positve

thyssenkrupp AG (TKAMY) reported a record-breaking order backlog of over €16 billion, driven by new orders in the Marine Systems segment.
The company successfully closed the TK Electrical Steel deal, realizing hidden values with a purchase price of approximately €440 million.
thyssenkrupp AG (TKAMY) confirmed its EBIT adjusted guidance and increased its free cash flow guidance, marking the potential for a third consecutive year of positive free cash flows.
The company is making significant strides in green transformation initiatives, including a memorandum of understanding with Volkswagen for CO2-reduced steel and CO2 separation technology for the Greek Titan Group.
thyssenkrupp AG (TKAMY) is progressing with a minority spin-off of its Marine Systems business, aiming to finalize it within the calendar year 2025, allowing shareholders to benefit from its growth.

Negative

The company lowered its sales guidance due to muted market conditions, particularly in the automotive sector, and geopolitical uncertainties.
thyssenkrupp AG (TKAMY) faces challenges with tariffs, which could impact the automotive segment, although the overall group impact is expected to be limited.
The automotive technology segment is under pressure with a 10% decline in top-line performance, driven by market headwinds and underutilization.
The company is dealing with ongoing negotiations and restructuring in its Steel Europe segment, which includes potential impairments until a new business plan is finalized.
There are uncertainties regarding the impact of future tariffs and geopolitical developments, which could affect the company's performance and sales outlook.

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

TKAG.DE - Thyssenkrupp AG
Q1 2025 thyssenkrupp AG Earnings Call
Feb 13, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone. This is Andrea Tosh from Investor Relations. Also on behalf of my entire team, I wish you a very warm welcome to our conference call on the first quarter results 24, 25 of Tussenkop AG. With me in the room are our CEO Miguel Lopez and our CFO Jens Schulte.

And also my colleagues from the IR team. Before I hand over to the CEO and CFO for their presentations, I have some housekeeping. All the documents for this call are available in the IR section on the website. The call will be recorded and the replay will be available shortly after the call.

After the presentations, there will be the usual Q&A session for our analysts.

We use Microsoft Teams for the call. In order to ask a question, you

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