)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Sika (SIKA) investor relations material
Sika Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary29 Jul, 2025
Executive summary
Achieved 1.6% sales growth in local currencies in H1 2025, with resilience in EMEA and Americas, and margin expansion to 18.9% despite FX headwinds and weak China demand.
Four bolt-on acquisitions and seven new plants commissioned, supporting consolidation and global supply chain resilience.
Maintained focus on margin improvement, operational efficiencies, and strategic investments for future growth.
Outperformed industry trends, gaining market share, especially in infrastructure and digital projects.
Financial highlights
Net sales CHF 5,676.4 million, down 2.7% in CHF due to -4.3% FX impact, but up 1.6% in local currencies; organic growth 0.6%, acquisitions added 1%.
Gross margin stable at 55.1% of net sales; EBITDA CHF 1,070.4 million (18.9% margin), EBIT CHF 798.1 million (14.1% margin).
Net profit CHF 554.4 million, down 3.9% year-over-year; operating free cash flow CHF 181.9 million, impacted by higher working capital and FX.
Basic and diluted EPS CHF 3.45, down from CHF 3.59 year-over-year.
Outlook and guidance
Modest sales increase in local currencies expected for full year, with EBITDA margin guidance reconfirmed at 19.5% to 19.8%.
Strategic midterm targets (Strategy '28) for 6% to 9% local currency growth remain intact, with confidence in market recovery and outperformance.
Operating free cash flow expected to exceed 10% of net sales for the full year, supported by working capital initiatives.
MBCC synergy targets raised by CHF 20 million, with new targets of CHF 160–180 million for 2025 and CHF 200–220 million for 2026.
Raise MBCC synergy target rationale?
How did trade tensions affect Americas growth?
What is driving EMEA construction growth?
How will China's deflation impact pricing?
What's driving increased MBCC synergy targets?
Quantify Sika's market share gains in H1 2025.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Sika earnings date
Q3 202524 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Sika AG manufactures and supplies specialty chemicals for construction and industrial applications. Its products include admixtures, sealants, waterproofing systems, adhesives, and structural reinforcement materials. The company serves sectors such as building, automotive, and infrastructure. The company is headquartered in Baar, Switzerland, and its shares are listed on the SIX.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage