)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Semperit
Semperit (SEM) investor relations material
Semperit Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary12 Nov, 2026
Executive summary
9M 2026 revenue rose 8.8% to €525.9m and EBITDA increased 81.2% to €94.3m; higher volumes, pricing, capacity utilization and efficiency measures supported results.
Earnings after tax recovered to €27.1m from a loss of €8.4m; Q3 EBITDA grew 29.4% YoY, easing from Q2 as expected.
FY 2026 operating EBITDA guidance was raised to ~€115m, excluding ~€5m of oneERP costs, at the upper end of expectations and subject to appropriate Q4 performance.
Financial highlights
Operating EBITDA increased 76.3% to €98.0m; operating EBITDA margin rose 7.1pp to 18.6%.
EBIT was €47.8m versus €11.8m; EPS was €1.32 versus a loss of €0.41.
Q3 revenue was €170.0m (+4.3% YoY); EBITDA was €27.6m (+29.4%) and EBIT €6.1m (-33.5%), including a €9.0m impairment charge.
Free cash flow before company disposals increased 84.1% to €41.0m; 9M CAPEX payouts were €23.0m, down 10.6%.
Outlook and guidance
FY 2026 revenue growth is expected at ~5%; operating EBITDA guidance is €115m, excluding ~€5m of oneERP costs, at the upper end of expectations.
Guidance assumes corresponding Q4 performance; one-time costs related to the finance department transition are also expected.
FY 2026 CAPEX guidance is €40m; mid-term growth drivers include Germany’s infrastructure program, rising EU defense spending and Ukraine reconstruction.
Higher raw-material costs are expected to pressure 2027 input costs; priorities include cost and working-capital management, pricing discipline and efficiency.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Semperit
- Engineered Applications growth and Rico offset, but did not erase, cyclical declines in FY 2023.SEM
Q4 2023 - Double-digit revenue and EBITDA growth in H1 2026, with strong cash flow and margin expansion.SEMInvestor presentation
- EBITDA more than doubled on 11.1% revenue growth, with guidance raised despite H2 cost risks.SEMQ2 2026
- Q1 2026 saw strong revenue and EBITDA growth, but geopolitical and raw material risks remain.SEMQ1 2026
- Margin recovery, innovation, and sustainability drive a strong 2026 growth outlook.SEMAustrian Select Conference
- Operating EBITDA beat guidance and margin rebounded; 2026 targets growth and higher profitability.SEMQ4 2025
- Q3 2025 saw a strong EBITDA rebound and positive earnings, supporting a robust full-year outlook.SEMQ3 2025
- EBITDA up 7.9% to €47.3m, medical business divested, and cost savings exceeded targets.SEMQ2 2024
- EBITDA up 21%, earnings positive, and free cash flow nearly doubled despite weak demand.SEMQ4 2024
Next Semperit earnings date
Q4 202618 Mar, 2027
Semperit
Next Semperit earnings date
Q4 202618 Mar, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Semperit AG Holding is an Austria-based company engaged in the development, production, and marketing of polymer products for various industrial applications. The company's product portfolio includes hydraulic and industrial hoses, conveyor belts, escalator handrails, building construction profiles, cable car rings, and railway superstructure products. These products serve a wide range of industries such as agriculture, construction, manufacturing, healthcare, shipping, packaging, renewable energy, power generation, and automotive industries. The company is headquartered in Vienna, Austria, and its shares are listed on the Vienna Stock Exchange.