While the DAX year-to-date has clearly outperformed most of the large European and US indexes (except the IBEX), many corporates presenting at the 16th edition of our Corporate Conference, hosted jointly by ODDO BHF and Commerzbank, were still focused on the macroeconomic environment, geopolitical tensions and tariffs and the related impact on their sectors. Unsurprisingly, the clearly most positive sector was defence. For others, the picture was more mixed inside the sectors. Based on the feedb...
ODDO BHF and Commerzbank are jointly hosting the 16th edition of the Corporate Conference on 3 and 4 of September 2025 in Frankfurt am Main. This year, we are welcoming 88 German small, mid and large cap companies. Among the companies which presented during the first day, we highlight, notably, positive feedback from Adesso, BASF, Befesa, Commerzbank, Fresenius Medical Care, Fresenius SE, Fuchs, Hannover RE, Hensoldt, Implenia, Sartorius, Schott Pharma, Tonies and Zalando ADESSO (+) - Positive ...
Die Dynamik im Q3/FY 24-25 (FY 25) war spürbar geringer als in den Quartalen zuvor. Der Konzernumsatz stieg nach vorläufigen KPIs (in CC) um 3 % YoY auf € 256 Mio. Jüngst waren Marktverunsicherungen spürbar. Anhaltend starke Nachfrage nach „High Value Solutions“ (HVS-Anteil/Konzernumsatz: 60 %) erzeugte einen positiven Produktmixeffekt, der margenrelevant (vor ramp-up-Kosten (FY 25: € 10-15 Mio.)) ist. Das adj. EBITDA stieg auf € 83 Mio. (in CC.: +11 %; Marge 32,4 %; Vj: 29,4 %). In der Konseq...
The dynamics in Q3/FY 24-25 were noticeably lower than in the previous quarters. The group revenue increased by 3% YoY to € 256m based on preliminary KPIs (in CC). Recently, market uncertainties were palpable. Sustained strong demand for 'High Value Solutions' (HVS share/group revenue: 60%) created a positive product mix effect, which is relevant for margins (before ramp-up costs (FY 25: € 10-15 million)). The adjusted EBITDA rose to € 83m (in CC: +11%; margin 32.4%; previous year: 29.4%). As a...
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