OPmobility
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OPmobility (OPM) investor relations material

OPmobility Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2025 earnings summary25 Feb, 2026

Executive summary

  • Achieved all 2025 financial targets with robust growth in key metrics, strong operational execution, and resilience amid market volatility and geopolitical challenges.

  • CEO transition completed, with Félicie Burelle confirmed for a new three-year term, maintaining focus on long-term commitment, financial discipline, and stakeholder engagement.

  • Accelerated geographical diversification, with about two-thirds of order intake outside Europe and strong momentum in North America and Asia.

  • Strategic priorities include electrification, digitalization, AI, innovation, sustainability, and competitiveness.

  • Achieved group carbon neutrality for scopes 1 and 2, including recent acquisitions, and received high ESG ratings.

Financial highlights

  • Economic revenue reached €11,537 million, up 1.7% like-for-like versus 2024, despite a €300 million negative forex impact.

  • EBITDA rose to €1,001 million (+7.7% year-over-year), exceeding €1 billion for the first time since 2019.

  • Operating margin increased 11.4% to €490 million, with margin rate up to 4.8% of revenue (+0.6pts year-over-year).

  • Free cash flow surged 20.7% to €297 million, supporting a reduction in net debt by €167 million to €1,409 million.

  • Dividend of €0.49 per share proposed for 2025, with a payout ratio of 37.7%.

Outlook and guidance

  • 2026 expected to be a transition year with stable revenues and market conditions; significant growth from new order intake anticipated from 2027.

  • Targets for 2026: operating margin, net result, and free cash flow to exceed 2025 levels; net debt to be lower.

  • All business groups expected to improve margin performance in 2026.

  • CapEx to return to around 5% of sales in 2026, supporting future growth.

  • Guidance excludes the potential acquisition of Hyundai Mobis' lighting business.

Strategic impact of Hyundai Mobis lighting deal
How did cost savings offset inflation impact
How was scope 1 & 2 carbon neutrality achieved
Hyundai Mobis lighting acquisition rationale?
How will the robotaxi project impact 2026 growth?
What specific actions drive North America sales doubling?
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Frequently asked questions

OPmobility SE is a French company that specializes in the development, production, and sale of automotive components, primarily focusing on exterior lighting systems, battery systems, and electrification solutions for electric vehicles. The company operates across various global markets, including Europe, North America, Asia, and other regions, providing crucial components that support the automotive industry's transition to electric mobility. The company is headquartered in Levallois-Perret, France, and its shares are listed on the Euronext Paris.

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