Germany · Delayed Price · Currency is EUR Aumovio SE Earnings Call Transcripts
Fiscal Year 2026
-
Transformation and operational efficiency efforts continue amid challenging market conditions, with Q2 revenues stable and margins expected to improve sequentially but remain below last year. Guidance is reiterated, with stronger performance anticipated in H2 as cost recoveries support profitability.
-
Q1 2026 saw improved profitability and cash flow despite a 7.8% sales decline, with margin expansion driven by transformation measures and cost discipline. The outlook for 2026 is confirmed, with continued focus on operational efficiency and resilience amid market volatility.
-
Transformation progress and cost efficiency measures drive margin improvement, with FY2025 EBIT margin expected at the upper end of guidance. R&D restructuring and portfolio streamlining continue, while raw material and memory price risks are managed through indexation and pricing strategies.
Fiscal Year 2025
-
2025 saw a 5% sales decline to EUR 18.5B, but EBIT rose 45% to EUR 717M and normalized free cash flow hit EUR 650M, driven by cost discipline and transformation. 2026 guidance anticipates lower sales but higher margins, with continued focus on operational efficiency and cash generation.
-
Q3 and nine-month results exceeded expectations, with adjusted EBIT up 150% year-over-year and strong cost discipline driving margin gains. Sales guidance for 2025 narrowed, and a positive adjusted free cash flow is targeted by year-end, despite ongoing market challenges.