Full Year 2025 Stabilus SE Earnings Call Transcript
Key Points
- Stabilus SE (SIUAF) achieved EUR1.3 billion in sales and an adjusted EBIT margin of 11% in a challenging market environment.
- The company generated a free cash flow of EUR119 million, maintaining a stable financial position.
- The transformation program is underway, aiming to reduce personnel and operating costs for long-term sustainability.
- Stabilus SE introduced a new e-Gripper family, aligning with industry trends towards electrification and smart production.
- The company is investing significantly in R&D and growth CapEx, demonstrating commitment to long-term growth and innovation.
- Sales in Asia Pacific, particularly China, declined by 12% year-over-year due to geopolitical tensions and tariff impacts.
- The EBIT margin was negatively impacted by an EUR18 million accrual for reorganization and restructuring measures.
- There is ongoing pricing pressure in the automotive sector, particularly in China, with expected price erosion of 5% to 6%.
- The company's net leverage ratio is expected to slightly exceed 3 in the next two quarters due to restructuring cash outflows.
- The guidance for 2026 reflects uncertainty with a wide range, indicating potential challenges in achieving stable growth.
Good morning ladies and gentlemen, and welcome to the analyst and investor web conference regarding the Stabilus results in fiscal 2025 (Operator Instructions).
Let me now turn the floor over to your host, Dr. Michael Buechsner.
Thank you very much and welcome to our full year 2025 call. My name is Michael Buechsner. I'm the CEO of the Stabilus Group.
And today, you have, as always, with me, Andreas Schroder, Investor Relations, but this time around, first time also in the discussion, Andreas Jaeger, our new CFO. I'll introduce him at a later stage, and then he for sure, will also take part actively of the discussion. He will lead us through the financial portion, so the details by region, business unit, and other factors he'll talk about a bit. And then, he will also talk about a little bit CapEx, expenditures we did, net working capital. So, all the finance-related points he'll touch upon. And I'm really happy to have him as part of the Stabilus Group
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