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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 Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary18 Aug, 2026
Strategic positioning and business model
Global leader in industrial elastomer applications with a 200-year history and diversified product portfolio.
Focus on cost leadership in volume business and niche specialization in engineered applications.
Strategic ambition to exceed €1 billion in sales through profitable growth and market leadership.
Growth driven by innovation, operational excellence, and a diverse, global team.
Megatrends such as urbanization, demographic shifts, mobility, climate change, and electrification drive demand.
Operational and financial performance H1 2026
Revenue grew by 11% to €355.9m, with EBITDA more than doubling to €66.6m and margin rising to 18.7%.
Both divisions contributed to growth: Industrial Applications revenue up 12%, Engineered Applications up 10.4%.
Cost savings program fully implemented, delivering over €10m in annual savings and supporting margin expansion.
Free cash flow increased to €30.4m, net debt/EBITDA reduced to 0.7x, and balance sheet remains robust.
Pricing discipline and efficiency measures offset raw material cost spikes and market volatility.
Innovation and investment
Major investments in hose production and LSR (liquid silicone rubber) capacity, with €100m and €25m allocated respectively.
New products include RFID-enabled rubber for traceability and circularity initiatives using recycled materials.
Digital transformation advanced through oneERP and other initiatives, with €2.3m invested in H1 2026.
CAPEX focused on growth and maintenance, with no dividend for FY 2025 to prioritize financial strength.
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Latest events from Semperit
- Engineered Applications growth and Rico offset, but did not erase, cyclical declines in FY 2023.SEM
Q4 2023 - 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 11.9% to EUR 63.9m, profit positive, and 2024 guidance reaffirmed.SEMQ3 2024
- 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
Q3 202612 Nov, 2026
Semperit
Next Semperit earnings date
Q3 202612 Nov, 2026
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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.