Germany · Delayed Price · Currency is EUR LPKF Laser & Electronics SE Earnings Call Transcripts
Fiscal Year 2025
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Revenue declined 6.2% to €115.3M, but adjusted EBIT improved due to cost savings. Solar remains weak, while advanced packaging and welding show growth potential. FY2026 guidance is €105–120M revenue and negative EBIT, with a double-digit margin targeted by 2028.
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Revenue grew 2% year-over-year to €84M, with strong EBIT margin gains from cost savings, but order intake fell 22% due to weak solar demand. Electronics and welding segments recovered in Q3, and high-volume LIDE orders are expected by mid-2026.
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Revenue grew 7.2% to €59.2M in H1 2025, with strong gains in welding and development segments, but order entry was hampered by tariff uncertainties. Cost savings improved profitability, and full-year guidance is maintained, with structural efficiency initiatives underway.
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Q1 2025 delivered stable revenue and a 21% year-over-year rise in adjusted EBIT, driven by cost savings and operational improvements. Guidance for 2025 is maintained, with strong performance in solar and consumer electronics, while tariff and market uncertainties are closely monitored.
Fiscal Year 2024
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Solid performance in 2024 with LIDE and solar as growth drivers, but automotive and welding remain weak. Cost reduction measures are underway, with full impact expected in 2025. Guidance slightly reduced, but mid-term growth ambitions and strong positioning in semiconductor and display markets remain intact.