Rotork Earnings Call Transcripts
Fiscal Year 2025
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Strong 2025 results with 6% OCC order growth, 10% adjusted operating profit increase, and margin expansion to 24.6%. Target segments and service outperformed subdued markets, supported by disciplined capital allocation and a robust balance sheet.
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First-half results showed strong order and sales growth, margin expansion, and high returns, driven by target segments and service outperformance. Strategic acquisitions, disciplined capital allocation, and robust cash generation support continued above-market growth, with a positive outlook for H2.
Fiscal Year 2024
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Delivered 8.2% revenue growth and 23.6% operating margin in 2024, with strong performance across all divisions and robust cash generation. Announced NOAH acquisition and another share buyback, entering 2025 with positive momentum and confidence in continued growth.
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Group sales rose 11.6% OCC, with oil and gas and water and power up 20% year-over-year. Operating margins exceeded 21%, and adjusted EPS grew 18%. The outlook remains positive with strong order intake and continued investment in growth and transformation.