Switzerland · Delayed Price · Currency is CHF Dätwyler Holding AG Earnings Call Transcripts
Fiscal Year 2025
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Net revenue reached CHF 1.1 billion in 2025, with Healthcare driving margin expansion and operational improvements. The transformation program and Capsul'in acquisition supported strategic growth, while net debt and leverage improved. 2026 outlook focuses on execution and structural trends.
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Management is executing a transformation program to drive growth in high-value, system-critical components, focusing on healthcare and industrial niches with strong innovation and operational leverage. Midterm targets include higher single-digit revenue growth and a 17%+ EBIT margin, supported by portfolio optimization and disciplined capital allocation.
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Solid H1 2025 performance with EBIT margin up to 12.2% and strong Healthcare growth, despite FX headwinds and weak automotive demand. Transformation program and high value product focus drive improved profitability and outlook.
Fiscal Year 2024
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Revenue declined 3.8% year-over-year to CHF 1,108 million, but operational margins remained stable due to cost management. The Forward Now transformation program incurred CHF 37.9 million in one-time costs, aiming for significant profit improvements by 2027.
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Revenue declined 5% year-over-year, but EBIT rose 11.6% and margin improved to 11.8% due to cost efficiencies. Healthcare remains weak from destocking, while Industrial Solutions saw profit growth. Full-year EBIT margin is expected above last year, with long-term growth tied to market normalization.