Germany · Delayed Price · Currency is EUR Basler Aktiengesellschaft Earnings Call Transcripts
Fiscal Year 2026
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Q1 saw exceptional growth in bookings, billings, and profitability, with strong momentum across key verticals and regions. Guidance was raised for both revenue and EBIT margin, though H2 faces risks from supply chain constraints and geopolitical tensions.
Fiscal Year 2025
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Revenue and profitability rebounded strongly, with EUR 224.5 million in sales and a 7.2% EBIT margin, outperforming a weak market. Guidance for 2026 is EUR 220–232 million revenue and 6.5–10% EBIT margin, with geopolitical and FX risks factored in.
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Bookings and billings grew strongly year-over-year, with gross margin and free cash flow improving despite currency headwinds. Guidance was raised for both revenue and earnings margin, supported by strong performance in AI and semiconductor verticals and ongoing cost discipline.
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Bookings and billings surged over 20% year-over-year in H1 2025, with strong growth in the U.S. and China, driving a raised full-year revenue and EBIT margin outlook. FX headwinds and tariffs weighed on margins, but cost controls and project wins supported profitability.
Fiscal Year 2024
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Bookings rose 15% but sales fell 10% amid weak demand, with improved gross margin and ongoing cost-cutting. 2025 is expected to be a transitional year, with flat market conditions and a focus on margin improvement and strategic transformation.
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Bookings rose 4% year-over-year, but sales fell 13% amid weak global demand, leading to a EUR 4.9 million pre-tax loss for the first nine months. Cost reductions and restructuring continue, with guidance revised downward and no near-term recovery expected.
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H1 saw weak demand and a 20% sales drop, but gross margin improved to 48.1% and Q2 returned to pre-tax profit. Guidance was narrowed, with gradual recovery expected in Q4 and midterm targets reaffirmed. Asia led regional sales, and R&D investment remained strong.