Italy · Delayed Price · Currency is EUR EuroGroup Laminations Earnings Call Transcripts
Fiscal Year 2025
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2025 saw resilient performance amid market turbulence, with revenues at EUR 831 million and adjusted EBITDA at EUR 88.7 million. 2026 guidance anticipates lower revenues but improved margins, with industrial growth in Asia offsetting e-mobility declines, and a focus on cash flow and capacity optimization.
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Nine-month 2025 revenues fell 5.4% year-over-year to €614 million, with EBITDA margin at 11.4% amid North American headwinds and strong Asian growth. 2025 guidance was revised down to -10% revenue and 11–12% EBITDA margin, while operational excellence and cost-saving programs are underway.
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Revenue grew 1.6% to EUR 429 million in H1 2025, with Asia driving growth and North America lagging. EBITDA margin fell to 10.4% amid cost pressures, but a 5% full-year revenue increase and 12% EBITDA margin are targeted. Strategic alliance with FountainVest and EMS announced.
Fiscal Year 2024
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FY 2024 saw strong EV/automotive growth and resilient margins, offsetting industrial weakness, with robust order book and strategic expansion in Asia. 2025 guidance targets double-digit growth, cautious margins, and positive cash flow, amid market volatility and increased competition.
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Nine-month 2024 results show strong growth in EV and Automotive, offsetting Industrial weakness in Europe. Guidance for 2024 and mid-term targets are confirmed, with margin improvement expected as ramp-up costs decline and new projects launch in Asia and North America.