Half Year 2025 Stabilus SE Earnings Call Transcript
Key Points
- Stabilus SE (WBO:STA2) reported a revenue increase of 7.8% year over year, showcasing solid performance despite challenging economic conditions.
- The company achieved an EBIT margin of 11.2% for the second quarter and 11.4% for the first half of the year, indicating strong profitability.
- The integration of the Deteo group has been successful, contributing significantly to sales and EBIT margin, with a free cash flow generation of 19%.
- Stabilus SE (WBO:STA2) confirmed its guidance for the year, projecting sales between EUR1.3 billion to EUR1.45 billion and an adjusted EBIT margin of 11% to 13%.
- The company's strategy to balance its business between automotive and industrial sectors is progressing well, with industrial machinery and automation showing significant growth.
- The market environment remains challenging, with an organic decline of about 5% in the business due to economic downturns.
- There is a significant impact from tariffs, with an estimated EUR5 million to EUR10 million effect, though the net impact is expected to be around EUR2.5 million.
- The company faces pricing pressure in China, particularly in the powerized systems segment, leading to a reduced EBIT margin in the region.
- Stabilus SE (WBO:STA2) is experiencing volatility in the North American market, with fluctuations in demand due to tariff uncertainties.
- The integration costs for the Deteo group, although decreasing, still impacted the financials, with EUR0.6 million incurred in the second quarter.
Good morning ladies and gentlemen, and welcome to the analyst and the VA web conference regarding the study of this results in the second quarter of fiscal 2025. (Operator Instructions)
The floor will be open for questions following the presentation. Let me now turn the floor over to your host, Dr. Michel Buchner.
Yeah, good morning and welcome. Hello everybody to our quarter to call today.
You have for sure our interim CFO Mr. Von Witersheim in the call, then also Andreas Schroeder Investor relations and as stated before myself, Michaela Buchner being the CEO of the Strauss Group.
Yeah, we're happy to lead you through a presentation at the beginning and then we'll open the floor for a Q&A session as always. And also we're happy to announce that in very rough water, we are delivering constant results.
And with a revenue increase of 7.8% year over year, we delivered a very solid performance for sure, as you all know, the economical
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