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Jenoptik (JEN) investor relations material
Jenoptik Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary12 Nov, 2025
Executive summary
Revenue and EBITDA declined year-over-year, but order intake surged in Q3, supporting future growth potential.
Free cash flow improved significantly, and cost-saving and restructuring programs were implemented.
The group reorganized into four Strategic Business Units to enhance customer focus and efficiency.
Focus areas for growth include AI-driven semiconductors, optical communications, defense, and AR/VR applications.
Restructuring costs (high single-digit million EUR) are included in 2025 guidance, with most impact in Q4.
Financial highlights
Revenue for the first nine months was €753.2 million, down 7.6% year-over-year; EBITDA fell 17.9% to €131.8 million.
Gross margin decreased to 31.9% from 33.9%; EBITDA margin at 17.5% (down 220 bps year-over-year).
Earnings per share at €0.80 versus €1.15 last year; earnings after tax were €47.0 million, down 29.7%.
Free cash flow rose 35.7% to €84.6 million; net debt reduced to €366.3 million, leverage at 1.9x.
Capital expenditure fell 19.8% to €58.3 million.
Outlook and guidance
2025 revenue and EBITDA margin expected at the lower end of guidance, reflecting persistent market uncertainty.
Cost-saving measures and further FTE reductions planned to offset inflationary pressures.
Capital expenditure for 2025 anticipated to be significantly below prior year.
Management expects growth in 2026, assuming stable macroeconomic and political conditions.
Midterm strategic update planned for next year.
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Frequently asked questions
Jenoptik AG is a global photonics group that specializes in optical technologies, with its business activities organized into two main divisions: Advanced Photonic Solutions and Smart Mobility Solutions. The company's product portfolio encompasses a broad spectrum of technologies, including optics, laser technology, digital imaging, optoelectronics, sensors, as well as optical test and measurement equipment. These products and solutions find applications across several key markets, primarily semiconductor & electronics, life science & medical technology, as well as smart mobility. In addition to its photonics-based solutions, Jenoptik operates non-photonic activities, particularly for the automotive market, through its Non-Photonic Portfolio Companies. The company is headquartered in Jena, Germany and its shares are traded on the Frankfurt Stock Exchange.
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