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Azelis Group (AZE) investor relations material
Azelis Group H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary31 Jul, 2025
Executive summary
Organic revenue grew 1.2% in H1 2025, with EMEA gains offsetting US and APAC weakness; diversified footprint and innovation focus supported resilience.
Free cash flow increased to €151m, with improved conversion margin, despite margin compression and only partial cost savings realized.
Net profit declined 14.6% to €85.5m, mainly due to lower operating profit and margin contraction.
Three acquisitions in Spain, India, and Italy expanded market reach and technical capabilities.
Strategic focus on innovation, sustainability, and digitalization, with industry recognition for ESG and technical leadership.
Financial highlights
H1 2025 revenue reached €2.2bn, up 0.6% year-over-year, with 1.2% organic growth and 2.2% from acquisitions, offset by FX headwinds.
Gross profit was €515m–€550m, down 2.2% year-over-year, with margin contracting 68 bps to 23.9% due to mix effects and acquisitions.
Adjusted EBITDA/EBITA was €234m–€234.5m, down 7.7% year-over-year, with margin at 10.9%.
Free cash flow rose to €151m, with conversion margin improving to 63.8%.
Net profit for H1 2025 was €85.5m, a 14.6% decrease year-over-year.
Outlook and guidance
Macro uncertainty from tariffs, inflation, and geopolitical instability continues to weigh on demand.
Cost and working capital discipline remain priorities; full benefit of cost savings expected in H2.
Long-term fundamentals and M&A opportunities remain attractive, with a focus on innovation and digitalization.
Explain the gross margin contraction.
Detail cost savings program progress.
Address the leverage ratio target.
Leverage reduction plan for M&A resumption
US market impact from China tariff changes?
Quantify H2 OpEx benefit from cost savings
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Next Azelis Group earnings date
Q3 2025 TU23 Oct, 2025
Next Azelis Group earnings date
Q3 2025 TU23 Oct, 2025
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Frequently asked questions
Azelis Group NV is a service provider in the specialty chemicals and food ingredients industry, delivering solutions across a broad range of sectors. The company operates through two main business segments: Life Sciences and Industrial Chemicals, catering to a diverse clientele. With a global presence spanning EMEA (Europe, the Middle East, and Africa), the Americas, and Asia Pacific, Azelis is well-positioned to serve its customers with specialized and high-quality products and services. The company's expertise in formulation, application, and technical service supports its partners in developing tailored solutions that meets the clients specific needs. The company is headquartered in Antwerp, Belgium, and its shares are listed on the Euronext Brussels.
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