Germany · Delayed Price · Currency is EUR MBB SE Earnings Call Transcripts
Fiscal Year 2025
-
Record 2025 revenue and EBITDA driven by strong execution and high-margin projects, with robust cash reserves supporting continued M&A and shareholder returns. 2026 guidance is stable, with sector diversification and cautious optimism amid macro uncertainties.
-
Revenue and EBITDA grew strongly in the first nine months, driven by service and infrastructure, especially Friedrich Vorwerk and DTS. Automotive and consumer goods segments remain challenged, but guidance was raised and the group maintains a strong cash position.
-
H1 revenue rose 17% and EBITDA 37% year-over-year, with record margins driven by strong infrastructure and IT security segments. Major project wins and a robust order book support raised guidance, while a solid cash position enables ongoing M&A and capital allocation flexibility.
-
Q1 2025 saw 27% revenue growth and 32% adjusted EBITDA growth, driven by strong service and infrastructure performance, especially at Friedrich Vorwerk and DTS. Guidance for 2025 remains cautious amid market volatility, with a robust net cash position supporting dividends and buybacks.
Fiscal Year 2024
-
Record 2024 results with revenue surpassing EUR 1 billion and EBITDA up 86% to EUR 149 million. Strong cash position, robust segment performance, and a stable outlook for 2025 despite economic uncertainties. Leadership transition and continued share buybacks highlighted.
-
Record EBITDA growth of 88% year-over-year was driven by all segments, with strong margin expansion and a raised 2024 EBITDA margin forecast to 12%. Significant share buybacks and a robust net cash position support ongoing M&A and capital allocation flexibility.
-
EBITDA surged 75% year-over-year in H1 2024, with all segments contributing to profitability and revenue up 9%. Full-year revenue is projected to exceed EUR 1 billion, driven by strong order backlogs and regulatory tailwinds in energy and IT security.