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HELLA (HLE) investor relations material
HELLA Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary25 Jul, 2025
Executive summary
Organic/currency-adjusted sales were stable at €4.0–4.015 billion, with reported sales down 1.3% due to FX headwinds.
Operating income margin held at 6.0%, supported by cost discipline, restructuring, and improved R&D efficiency.
Net cash flow rose to €114 million, up 33–34%, driven by higher operating cash flow and reduced CapEx.
Major order intake in Electronics and Lighting, with significant global OEM awards for innovative technologies.
Structural and performance measures, including Project SIMPLIFY and Competitiveness Program, are underway for cost savings.
Financial highlights
Gross profit margin declined to 23.1% (from 24.1%), mainly due to negative mix and lower Electronics margin.
Operating income at €237–€238 million (margin 6.0%), EBIT at €137.9–€138 million, impacted by €95 million restructuring costs.
Net income dropped to €70 million, reflecting one-time items and lower EBIT.
Tangible CapEx reduced by 15% to €203 million, supporting improved net cash flow.
Dividend of €0.95 per share distributed, totaling €106 million.
Outlook and guidance
FY2025 guidance confirmed: sales €7.6–8.0 billion, operating income margin 5.3–6.0%, net cash flow at least €200 million.
Global light vehicle production expected stable at 89.9–90 million units, with growth in Asia and declines in Europe/Americas.
Management remains confident but cautious due to market uncertainties and potential tariff impacts.
Detail Electronics' gross margin decline in H1.
Quantify savings from 'SIMPLIFY' beyond EUR 80M.
Explain caution despite trending to upper guidance.
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HELLA GmbH & Co. KGaA is a global automotive supplier specializing in lighting systems, electronics, and aftermarket products. The company develops and manufactures innovative lighting solutions, including headlamps and rear lamps, as well as electronic components such as sensors, actuators, and energy management systems. The company is headquartered in Lippstadt, Germany, and its shares are listed on the FSE (Frankfurt Stock Exchange).
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