KSB SE & Co. KGaA Earnings Call Transcripts
Fiscal Year 2025
-
Record order intake and sales above €3 billion were achieved despite global headwinds, with EBIT at an all-time high and strong value creation. Guidance for 2026 is cautious due to geopolitical risks and a weak start, but resilience and strategic investments support continued optimism.
-
Consistent growth in order intake, sales, and profitability is expected to continue, with Mission 2030 targeting over 10% return on sales ahead of schedule. Strategic focus on digitalization, aftermarket services, and regional expansion in South America and India underpins robust financial and operational performance.
-
Order intake and sales rose year-over-year, with adjusted EBIT margin slightly improved. Strong order backlog, record market cap, and stable equity support a positive outlook, with H2 2025 expected to outperform H1 and last year.
Fiscal Year 2024
-
Order intake, sales, and EBIT all rose in H1 2024, with SupremeServ driving growth and profitability. The company remains on track for its 2030 targets, despite global economic headwinds and significant SAP HANA investment costs included in guidance.