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Semperit (SEM) investor relations material
Semperit Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.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.
- EBITDA more than doubled on 11.1% revenue growth, with guidance raised despite H2 cost risks.SEM
Q2 2026 - Q1 2026 saw strong revenue and EBITDA growth, but geopolitical and raw material risks remain.SEM
Q1 2026 - Margin recovery, innovation, and sustainability drive a strong 2026 growth outlook.SEM
Austrian Select Conference - Operating EBITDA beat guidance and margin rebounded; 2026 targets growth and higher profitability.SEM
Q4 2025 - Q3 2025 saw a strong EBITDA rebound and positive earnings, supporting a robust full-year outlook.SEM
Q3 2025 - EBITDA up 11.9% to EUR 63.9m, profit positive, and 2024 guidance reaffirmed.SEM
Q3 2024 - EBITDA up 7.9% to €47.3m, medical business divested, and cost savings exceeded targets.SEM
Q2 2024 - Q1 2025 saw steep profit declines, improved cash flow, and cautious optimism for H2 recovery.SEM
Q1 2025 - EBITDA up 21%, earnings positive, and free cash flow nearly doubled despite weak demand.SEM
Q4 2024
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