Q2 2025 Indus Holding AG Earnings Call Transcript

Aug 12, 2025 / 10:59 AM GMT

Release Date Price: €22.35 (-2.40%)

Transcript

Key Points

Positve

Indus Holding AG (INDHF) successfully completed five acquisitions, which are expected to enhance future growth.
The company reported a significant increase in incoming orders, particularly in the engineering segment, with a 16% rise in Q2.
Indus Holding AG (INDHF) confirmed its full-year guidance, indicating confidence in achieving its financial targets.
The refinancing transaction was highly successful, being oversubscribed, which reflects strong investor confidence.
The company has secured its supply chain for tungsten carbide, reducing risks associated with Chinese export controls.

Negative

Sales in the first half of 2025 were weak, with a slight decrease in organic sales by 2.6%.
The adjusted EBITDA for the first half was lower than the previous year, indicating weaker profitability.
The company faces ongoing challenges from US tariffs and Chinese export controls, impacting the material solutions segment.
There was a significant increase in net debt, partly due to working capital development and dividend payouts.
The materials solutions segment experienced a drop in earnings due to costs associated with securing the supply chain.

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

INHG.DE - Indus Holding AG
Q2 2025 Indus Holding AG Earnings Call
Aug 12, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Warm welcome, everybody. My name is Henry Wendish. I'm an equity analyst at NewAs, and I will be hosting and moderating a little bit today's earnings call of Ios that is presenting the H12025 results.

And with that, I will hand over to Ms. Daphne Zana.

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Unidentified_2 [2]
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Hello, my name is Daphneanach.

Thank you very much, Henry, and thank you, new ways for hosting our H1 conference call and, welcome to this call where the management board, Doctor Schmidt and Mr. Reiser will give some transparency on recent developments, strategy, M&A as well

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