SCHO Schouw & Co A/S

Delårsrapport for 2. kvartal 2025

Delårsrapport for 2. kvartal 2025

Schouw & Co. har fredag offentliggjort delårsrapport for 2. kvartal 2025; Schouw & Co. leverede overordnet set et 2. kvartal som forventet, og porteføljeselskaberne har iværksat en række stærke tiltag for at modvirke markedsmæssige ændringer.

Hovedpunkter

  • 8,5 mia. kr. i omsætning – et fald på 2%
  • 706 mio. kr. EBITDA – en reduktion på 4%
  • 542 mio. kr. i pengestrøm fra drift – en forbedring på 61%
  • 10,18 kr. i resultat pr. aktie – en reduktion på 3%
  • 12,5% ROIC ekskl. goodwill – et fald i afkastet af den investerede kapital ekskl. goodwill på 1,3 procentpoint
  • Forventninger til omsætning og EBITDA for hele året indsnævres inden for det hidtidige interval.

Adm. direktør Jens Bjerg Sørensen udtaler

– Schouw & Co. oplevede et udfordrende, men stabilt 2. kvartal af 2025, hvor den samlede omsætning og EBITDA var en smule lavere end i 2. kvartal 2024. Koncernens diversificerede portefølje viste stabilitet på trods af globale økonomiske forandringer, særligt på de kinesiske eksportmarkeder. Trods globale udfordringer realiserede vi en solid ­pengestrøm fra drift på DKK 542 mio. kr.

Særligt BioMar, GPV og HydraSpecma viser fortsat modstandsdygtighed, hvorimod Borg Automotive står over for udfordrende markedsforhold. Vi fastholder et positivt udsyn til årets resultat og indsnævrer forventningerne inden for det tidligere udmeldte interval.

Vi har tidligere meddelt, at vi undersøger, om en mulig separat børsnotering af BioMar vil kunne skabe værdi for Schouw & Co.s aktionærer. Forberedelsesarbejdet fortsatte som forventet i det forgangne kvartal, og der er etableret et bankkonsortium. Hvis børsnoteringen vurderes at være værdiskabende, kan den finde sted på Nasdaq Copenhagen i første halvår af 2026.

Videokonference på engelsk i forbindelse med regnskabet

  • Fredag den 15. august 2025 kl. 12:00

Deltagere bedes benytte dette link: /cc

Aktieselskabet Schouw & Co.

Jørgen Dencker Wisborg, bestyrelsesformand

Jens Bjerg Sørensen, adm. direktør, telefon

Vedhæftet fil



EN
15/08/2025

Underlying

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Reports on Schouw & Co A/S

 PRESS RELEASE

Schouw & Co. share buy-back programme, week 7 2026

Schouw & Co. share buy-back programme, week 7 2026 On 2 January 2026, Schouw & Co. initiated a share buy-back programme as outlined in Company Announcement no. 59 of 18 December 2025. Under the programme, Schouw & Co. will acquire shares for up to DKK 240 million during the period 2 January to 31 December 2026. The buy-back will be structured in accordance with Regulation (EU) No. 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (MAR) and the Commission’s delegated regulation (EU) 2016/1052 of 8 March 2016 (“Safe Harbour” rules). Trading dayNo. of sh...

 PRESS RELEASE

Aktieselskabet Schouw & Co.: Written Resolution of Bondholders passed

Aktieselskabet Schouw & Co.: Written Resolution of Bondholders passed 13 February 2026: Reference is made to the announcement made by Aktieselskabet Schouw & Co. (the "Issuer") on 6 February 2026 regarding the summons for a Written Resolution (the "Summons") pursuant to the bond terms dated 14 June 2024 (as amended) (the "Bond Terms") for the Issuer's FRN senior unsecured bond issue maturing in 2029 (ISIN NO0013260349) (the "Bonds"). The Proposal (as defined in the Summons) to accept the release of BioMar as an Original Guarantor and Material Subsidiary under the Bond Terms, in the event t...

 PRESS RELEASE

Schouw & Co. share buy-back programme, week 6 2026

Schouw & Co. share buy-back programme, week 6 2026 On 2 January 2026, Schouw & Co. initiated a share buy-back programme as outlined in Company Announcement no. 59 of 18 December 2025. Under the programme, Schouw & Co. will acquire shares for up to DKK 240 million during the period 2 January to 31 December 2026. The buy-back will be structured in accordance with Regulation (EU) No. 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (MAR) and the Commission’s delegated regulation (EU) 2016/1052 of 8 March 2016 (“Safe Harbour” rules). Trading dayNo. of sh...

 PRESS RELEASE

Aktieselskabet Schouw & Co.: Summons for Written Resolution of Bondhol...

Aktieselskabet Schouw & Co.: Summons for Written Resolution of Bondholders 6 February 2026: Aktieselskabet Schouw & Co. (the "Issuer") has initiated a summons for a Written Resolution (the "Summons") pursuant to the bond terms dated 14 June 2024 (as amended) (the "Bond Terms") for the Issuer's FRN senior unsecured bond issue maturing in 2029 (ISIN NO0013260349) (the "Bonds").  Nordea Bank Abp (the "Solicitation Agent") is acting as the solicitation agent in connection with the Summons as requested by the Issuer. Nordic Trustee AS is acting as bond trustee for the bondholders of the Bonds. ...

 PRESS RELEASE

Schouw & Co. share buy-back programme, week 5 2026

Schouw & Co. share buy-back programme, week 5 2026 On 2 January 2026, Schouw & Co. initiated a share buy-back programme as outlined in Company Announcement no. 59 of 18 December 2025. Under the programme, Schouw & Co. will acquire shares for up to DKK 240 million during the period 2 January to 31 December 2026. The buy-back will be structured in accordance with Regulation (EU) No. 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (MAR) and the Commission’s delegated regulation (EU) 2016/1052 of 8 March 2016 (“Safe Harbour” rules). Trading dayNo. of sh...

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