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Oliver Metzger ... (+2)
  • Oliver Metzger
  • Stephan Wulf
Thomas J. Schiessle
  • Thomas J. Schiessle

Q3/FY 25 mit weniger Dynamik - 25er Guidance präzisiert

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...

Thomas J. Schiessle
  • Thomas J. Schiessle

Q3/FY 25 with less dynamics - 25 guidance specified

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...

Oliver Metzger ... (+2)
  • Oliver Metzger
  • Stephan Wulf
Oliver Metzger ... (+2)
  • Oliver Metzger
  • Stephan Wulf
Thomas J. Schiessle
  • Thomas J. Schiessle

FY25 mit positivem Mix-; ohne Zoll-Effekt

Q2/FY 24-25 (FY 25) war „stark“ geguidet worden und übertraf die Management-Erwartungen. Die Kapazitätserweiterung in der Schweiz sollen zum Jahresende zusätzliche Kundenverträge bedienen (FY 24-25 H1

Oliver Metzger ... (+2)
  • Oliver Metzger
  • Stephan Wulf
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