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Signify (LIGHT) investor relations material
Signify Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary24 Oct, 2025
Executive summary
Q3 2025 was marked by challenging market conditions, with strong growth in connected and Consumer lighting, especially in India and agricultural lighting, but significant weakness in Professional and OEM segments.
New CEO set priorities on outperforming in tough markets, managing price pressure, focusing on connected/specialty lighting, and maintaining cost/capital discipline.
New product launches, particularly in the Philips Hue line, contributed to Consumer growth.
Installed base of connected light points increased to 160 million; sustainability targets remain on track.
Financial highlights
Q3 2025 nominal sales declined 8.4% year-over-year to EUR 1,407 million, with a 4.5% negative currency effect; comparable sales down 3.9%.
Adjusted EBITA margin was 9.7%, down 80 bps year-over-year; net income fell to EUR 76 million from EUR 108 million.
Free cash flow was EUR 71 million, down from EUR 119 million, with working capital at 8.4% of sales, mainly due to Consumer ramp-up and OEM inventory churn.
Adjusted gross margin decreased to 39.5%, mainly due to higher manufacturing costs and competitive pressure.
Outlook and guidance
FY 2025 guidance revised: comparable sales growth expected at -2.5% to -3.0% (or -1.0% to -1.5% excluding Conventional), adjusted EBITA margin at 9.1–9.6%, and free cash flow around 7% of sales.
Priorities include commercial execution, supply chain management, efficiency, and a strategic review to be detailed at a Capital Markets Day in mid-2026.
Share repurchase program of up to EUR 150 million planned for 2025.
What are key drivers of Adj. EBITA margin decline?
Explain the FCF decrease in Q3 2025.
OEM business strategy for major customer impact?
Portfolio review: potential for divestments?
US Professional market share dynamics?
Gross margin trajectory for Professional?
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Frequently asked questions
Signify N.V. provides lighting products, systems, and services in Europe, the Americas, and internationally. It offers luminaires, lamps and LEDs, electronic transformers and ballasts, indoor light controllers, and sensing devices under the Philips Lighting brand; integrated lighting systems; electronic control gear; intelligent lighting control systems that support connected lights; and light distribution control systems for non-visual applications.
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