Switzerland · Delayed Price · Currency is CHF Landis+Gyr Group AG Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY2025 saw 39% revenue growth year-over-year, a 30% increase in backlog, and stable margins, driven by strong demand and execution. Strategic initiatives, including the EMEA divestment and U.S. listing, are progressing, with FY2025 guidance reiterated.
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Solid H1 2025 momentum with $595M order intake and record $4B backlog, despite year-over-year revenue declines. Raised EBITDA margin guidance to 13%-14.5% and confirmed 5%-8% revenue growth, supported by strategic focus on Americas and share buyback.
Fiscal Year 2025
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Record order intake and backlog highlight strong commercial momentum, despite a 10.5% revenue decline due to prior year demand and tariff-related delays. FY 2025 guidance anticipates 5–8% revenue growth and a 10.5–12% EBITDA margin, with robust cost pass-through mechanisms in place.
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North America remains the strategic focus due to higher margins and growth, with a planned U.S. listing by mid-2026. EMEA operations are under review, including an exit from the EV charging business. Revelo grid edge sensors drive product innovation and recurring revenue, supporting a strong long-term outlook.
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Solid H1 2024 results with stable revenue and improved margins, driven by Americas and APAC, while EMEA faced project timing and market softness. Strategic review underway for EMEA, potential U.S. listing being evaluated, and guidance for low single-digit revenue growth and margin expansion reconfirmed.