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Semperit (SEM) investor relations material
Semperit 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
Q3 2025 EBITDA rose to €21.3 million, up 92% from Q1 and 9% from Q2, with a 28.7% year-over-year increase and margin up to 13.1%, despite only a 1% revenue rise.
Order intake and backlog now exceed 2024 levels, reflecting improved demand and successful cost-saving measures.
Cost savings initiatives defined to reduce annual cost base by an additional €10 million.
Earnings after tax turned positive in Q3 at €2.8 million, reversing prior losses.
Faced a challenging market in early 2025 due to US tariff policy and weak customer investment, but earnings improved from Q2 onward through cost reductions and efficiency gains.
Financial highlights
Revenue for the first nine months of 2025 was €483.4 million, down 4.6% year-over-year; EBITDA at €52.0 million, down 18.6% year-over-year, with a margin of 10.8% versus 12.6% last year.
EBIT for the first nine months was €11.8 million, down 55.9% year-over-year.
Free cash flow remained stable at €22.3 million; net financial debt/EBITDA ratio at 1.5x, equity ratio at 47%.
Dividend of €0.50 per share (€10.3 million) paid in April 2025.
Cash and cash equivalents at €86.6 million after repayment of €31 million Schuldschein loan, down 31% year-over-year.
Outlook and guidance
Full-year 2025 operating EBITDA expected at approximately €78 million, excluding €5 million in One ERP project costs.
CapEx for 2025 forecasted at €40 million (including €30 million maintenance and €10 million strategic growth), with flexibility to adjust based on market conditions.
2026 expected to show seasonality with a slower start and stronger second half; midterm growth drivers include EU defense budgets, German infrastructure, and Ukraine reconstruction.
Order intake shows a positive year-over-year trend, but market conditions remain challenging.
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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.
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