Q1 2025 Schaeffler AG Earnings Call Transcript
Key Points
- Schaeffler AG (SFFLY) reported a strong start to the year with an EBIT margin of 4.7%, at the upper end of their guidance spectrum.
- The company saw a significant improvement in gross margins, increasing from 19.2% to 21.5% year-over-year.
- Free cash flow improved on a quarter-over-quarter basis, with a typical seasonal pattern resulting in minus EUR155 million.
- E-Mobility division showed nearly 10% growth with a strong order intake of EUR3 billion and a book-to-bill ratio of 2.6 times.
- Vehicle Lifetime Solutions division continued to perform well with a sales growth of 10.7% and an EBIT margin above 15%.
- Schaeffler AG (SFFLY) experienced softer growth compared to a strong Q1 2024, particularly in the Powertrain & Chassis division.
- The company faced a significant sales decline in the Powertrain & Chassis division, mainly in Europe, with a decrease of 10.7%.
- E-Mobility sales in China were down by 19.7%, attributed to the run-off of a major project and competitive pressures.
- Bearings & Industrial Solutions division saw a slight decline in sales, with a gross margin decrease to 25.9%.
- The company is cautious about Q2 due to external impacts such as tariffs and trade conflicts, which could affect future performance.
Ladies and gentlemen, welcome to the Schaeffler Group Q1 2025 earnings conference call and live webcast. I'm Sandra, the Chorus Call operator.
I would like to remind you that all participants have been listen-only mode and the conference is being recorded. (Operator Instructions)
The conference must not be recorded for publication or broadcast.
At this time, it's my pleasure to hand over to Heiko Eber, Head of Investor Relations. Please go ahead, sir.
Thank you very much. Ladies and gentlemen, I'm very happy to welcome you to our today's call on the financial results Q1 2025.
The press release, the following presentation, and our interim statement have been published today at 8:00 AM CET on our Investor Relations homepage, and for sure, we will provide a recording and a transcript of this webcast after the call on our website.
I would like to apologize for the small delay, but we don't want to lose more time. That's why I would basically ask you to take notice
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
