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Visual21 Nov 2025
Data center suppliers
BELIMO Holding (BEAN) investor relations material
BELIMO Holding H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary21 Jul, 2025
Executive summary
Net sales grew 20.6% in local currencies (18.6%–21% in CHF) to CHF 561.5–562 million for H1 2025, surpassing the five-year average and projections across all regions.
EBIT reached CHF 128.1 million with a margin of 22.8%, driven by operational leverage and favorable product/customer mix.
Net income rose to CHF 101.3 million, up 31.2% year-over-year, with a net income margin of 18.0%.
Data center business contributed significantly, now representing ~16% of sales and growing over 50% year-over-year.
Celebrated 50th anniversary, enhanced market presence, and announced new Head of Investor Relations and Americas.
Financial highlights
Net sales: CHF 561.5 million, up 18.6% in CHF and 20.6% in local currency year-over-year.
EBIT: CHF 128.1 million (22.8% margin), up from CHF 93.0 million (19.6% margin).
Net income: CHF 101.3 million, EPS CHF 8.23 (up from CHF 6.28).
Free cash flow (excluding term deposits): CHF 52.8 million, down due to higher CapEx and working capital.
Equity ratio at 71.9%–72%, with net liquidity reduced after dividend payment.
Outlook and guidance
Upgraded 2025 sales growth guidance to 15%–20% in local currencies, expecting to be at the upper end.
EBIT margin expected above 20%, assuming stable FX rates.
Americas projected to remain the fastest-growing region, with strong data center and HVAC market contributions.
EMEA and Asia-Pacific expected to maintain strong momentum, supported by OEM, retrofit, and energy efficiency markets.
Key growth drivers: urbanization, climate change, digitalization, and energy efficiency.
How did RetroFIT+ impact market share in EMEA?
Assess liquid cooling's impact on Belimo.
Elaborate on Belimo's China strategy.
Data center contribution to group growth?
USD 10% devaluation impact on EBIT margin?
US production self-sufficiency timeline?
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Next BELIMO Holding earnings date
Q4 2025 TU19 Jan, 2026
Next BELIMO Holding earnings date
Q4 2025 TU19 Jan, 2026
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Frequently asked questions
BELIMO Holding AG is a Swiss company specializing in the development and production of actuators, valves, and sensors for heating, ventilation, and air conditioning (HVAC) systems. The company's products are used to control the flow of air and water in buildings, contributing to efficient energy use and climate control. BELIMO serves a variety of sectors, including commercial buildings, residential properties, and industrial facilities, offering solutions that enhance indoor air quality, energy efficiency, and system reliability. The company is headquartered in Hinwil, Switzerland, and its shares are listed on the SIX.
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