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Rockwool (ROCK) investor relations material
Rockwool Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary21 Aug, 2025
Executive summary
H1 2025 revenue increased 1% year-over-year to 1,947 MEUR, with acquisitions contributing 2% growth; organic growth was flat excluding Russia.
Q2 2025 revenue declined 2% year-over-year to 988 MEUR, with EBIT down 19% to 153 MEUR and net profit down 20 MEUR.
Profitability declined due to unfavorable mix, lower factory efficiency, and higher OpEx and depreciation from investments.
North America and Russia faced tough comparables and double-digit sales declines, notably affecting group results.
Project delays in the U.S. due to tariffs, inflation, and customer uncertainty led to a slowdown in order placements.
Financial highlights
H1 2025 EBIT margin was 15.8%, down 1.9 percentage points year-over-year; Q2 EBIT margin was 15.5%, down 3.2 points.
Q2 EBITDA was 227 MEUR (23.0% margin), down 10% year-over-year; H1 EBITDA was 450 MEUR (23.1% margin), down 4%.
Free cash flow in H1 2025 was 37 MEUR, down 124 MEUR year-over-year; net cash position at Q2 end was 86 MEUR.
Restructuring and write-downs related to the Trondheim factory closure totaled 5 MEUR.
Investments in H1 2025 totaled 187 MEUR, focused on capacity expansion, electrification, and digitalization.
Outlook and guidance
Full-year 2025 revenue is expected to be flat year-over-year in local currencies, revised from previous low single-digit growth guidance.
EBIT margin guidance is now below 16%, revised from around 16% previously.
Investment level target of 450 MEUR (excluding acquisitions) is maintained.
Ongoing macroeconomic and geopolitical uncertainties, especially in North America, are expected to constrain near-term performance.
Assess impact of Trondheim factory closure.
Elaborate on factors behind Systems segment EBIT decline.
Explain lower water use intensity reduction.
North America: What's behind project delays?
Clarify EBIT margin guidance 'below 16%'
Outline future capacity investment funding
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Frequently asked questions
ROCKWOOL International A/S manufactures and sells stone wool insulations in Western Europe, Eastern Europe, North America, Asia, and internationally. Its insulation systems for roofs, facades, floors and walls help achieve energy efficiency in buildings. The Company also offers mineral wool products, including rock wool boards; concrete building insulation; glass fiber boards; combination boards from natural fibers and mineral fibers, such as PUR-rock wool boards (composite boards); glass mineral wools; blocks (concrete reinforcement fillers); spray solutions and production equipment. Their products are being used around the world, in both new buildings as well as renovation projects in commercial properties such as shopping malls, office blocks, schools etc.
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